Rubiya Parveen
Ghaziabad
Summary
Experienced financial professional specializing in portfolio management and client acquisition at Emkay Private Wealth. Proven ability to create tailored investment strategies and maintain strong client relationships. Expertise in financial analysis ensures effective asset allocation and performance. Dedicated to providing outstanding client service and achieving measurable results.
Overview
12
12
years of professional experience
Work History
Assistant Vice President (AVP)
Emkay Private Wealth
02.2024 - Current
- Managed investment portfolios for HNI and ultra-HNI clients using customized wealth management strategies.
- Advised on mutual funds, PMS, AIFs, structured products, and fixed-income instruments.
- Conducted detailed financial planning to optimize asset allocation for diverse client needs.
- Established long-term relationships through regular engagement and performance evaluations.
Senior Investment Specialist
Sharekhan by BNP Paribas
10.2018 - 02.2024
- Managed mutual funds and PMS portfolios for HNI and retail clients.
- Advised clients on LAS, FDs, EMFs, and various broking products.
- Acquired new clients while maintaining relationships with existing ones.
- Conducted ongoing portfolio reviews and adjusted investment strategies accordingly.
Relationship Manager
IndusInd Bank Ltd.
03.2017 - 08.2017
- Managed retail client portfolios, focusing on acquisition and relationship development.
- Tailored investment product recommendations based on individual client needs.
- Monitored and reported portfolio performance to maintain alignment with client objectives.
Branch Manager
ICICI Securities Ltd.
09.2013 - 02.2017
- Oversaw customer acquisition strategies for NRI/RI portfolios, enhancing market reach.
- Delivered personalized wealth profiling and comprehensive goal-based planning services.
- Facilitated training programs for investors to improve investment knowledge.
- Cultivated strong client relationships to uphold service quality standards.
Education
MBA - Finance
Indian Institute of Planning & Management
Lucknow01.2013
BBA - HR & Finance
Institute of Environment and Management
Lucknow01.2010
Intermediate - PCM
Sumitra Inter College
Sitapur01.2007
High School - Science
Sumitra Inter College
Sitapur01.2005
Skills
Portfolio and financial management
- Asset allocation and investment strategy
- Client advisory and acquisition
- Customer relationship management
- Investor education and engagement
- Attention to detail
- Problem solving
- Financial analysis and planning
Hobbies and Interests
Hobbies: Making friends, listening to music, cooking, collecting coins
Accomplishments
- Recognized multiple times for best performance across various financial products
- Qualified for national contests held in Agra, Jaipur, Goa, and Mumbai
- Selected for international contests held in Singapore, Phuket, and Malaysia
- Received multiple rewards, both cash and in-kind, from current and previous employers
- Promoted four consecutive times within a single organization
Training
- Parag Dugdh Utpadak Sahakari Ltd. Apr 2009 Jun 2009 Project: Retailers Perception and Retention in Marketing
- HDFC Life Insurance Apr 2012 Jun 2012 Project: Vendor Management and Cost Control
Disclaimer
I hereby declare that the information provided above is true and accurate to the best of my knowledge.
Personal Strengths
- - Strong analytical and relationship management skills
- - Goal-oriented, dedicated, and self-motivated
- - Positive outlook and collaborative mindset
- - Proven ability to handle challenging assignments effectively
Timeline
Assistant Vice President (AVP)
Emkay Private Wealth
02.2024 - Current
Senior Investment Specialist
Sharekhan by BNP Paribas
10.2018 - 02.2024
Relationship Manager
IndusInd Bank Ltd.
03.2017 - 08.2017
Branch Manager
ICICI Securities Ltd.
09.2013 - 02.2017
MBA - Finance
Indian Institute of Planning & Management
BBA - HR & Finance
Institute of Environment and Management
Intermediate - PCM
Sumitra Inter College
High School - Science
Sumitra Inter College
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