Rohit Verma
To Work In A Well-established Company Which Will Provide Me A Challenging Atmosphere To Render My Knowledge And Expertiese With A Sense Of Intellectual Curiosity In The Organization.
Noida,Uttar Pradesh
Summary
Work collaboratively with team members from different disciplines to coordinate investment deals, optimizing investment types, sourcing funding and meeting client objectives. Results-driven analyst bringing 1.5+ years of success in Finance Industry. Astute, organized and methodical with articulate communication style and personable nature.
Overview
2
2
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Analyst - Financial Planning
Ameriprise Financial
Gurugram, Haryana
09.2021 - Current
- Provided Financial planning & analysis support to the advisor teams related to forecasting, demand planning, and reporting metrics in a timely manner to US Advisors with over 300 plus financial plans.
- Partnered directly with the central finance team to closely work on clients’ needs and requirements.
- Created effective presentations that provided insightful analysis, identify required action items and effectively frame decisions to be made for US Advisors.
- Preparing reports continually to improve budgeting, financial projections, and operating forecast to be used in client meetings keeping trend analysis and current market conditions.
- Worked on researching industry-specific investment options and devising suitable investment strategies while keeping in mind their tax implications for better growth of the company on an individual level.
- Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization by keeping a close watch on KPIs.
- Analyzing tax returns (Form 1040) and return for trusts (Form 1041).
- Used to maintain client databases and financial planning portfolios using MS Office.
- Was appreciated for using excellent presentation skills, and providing accurate analysis while maintaining excellent
- productivity.
Deputy Manager - Wealth Management
ICIC Bank Ltd.
New Delhi, New Delhi
03.2021 - 08.2022
- Monitor and address HNI clients' banking and investment requirements.
- Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling.
- Use financial acumen and investment expertise to review a client’s personal data, align clients' needs through superior service, and seamlessly align service delivery for the enhanced experience; thereby helping the client reach short-term and long-term investment goals.
- Formulate outbound and inbound sales plans to acquire new HNI clients to increase the portfolio's customer base.
- Conduct risk profiling of all mapped clients and showcase investment products as per the Client risk profile.
- Focus on business development across liabilities, assets & fees to sustain and achieve growth in relationship value, revenues and improved client stickiness.
Education
MBA - Finance
Alliance School of Business, Alliance University
Bengaluru 06.2018 - 07.2020
B.com(H) - Commerce
Amity University
Noida 08.2015 - 06.2018
Skills
Financial planning and Analysis
undefinedAdditional Information
- Finance and Quantitative Modelling
- Financial Analysis
- Analyzing data with Power BI
- MS Excel
- Excel Skills for Business
Badminton, Basketball, Gyming, Travelling, Cricket, Reading
Winner for several sports at school and college levels.
Timeline
Analyst - Financial Planning
Ameriprise Financial
09.2021 - Current
Deputy Manager - Wealth Management
ICIC Bank Ltd.
03.2021 - 08.2022
MBA - Finance
Alliance School of Business, Alliance University
06.2018 - 07.2020
B.com(H) - Commerce
Amity University
08.2015 - 06.2018
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