Rashi Bhargava Email and Phone Number
Rashi Bhargava personal email
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As a solopreneur at SBS FIN, I have over 20 years of experience in the financial services industry, with a focus on personal finance, investment planning, and risk management. I am passionate about helping busy professionals simplify investment complexities and achieve financial goals.My value proposition is to provide more than just a Return on Investment but also a Return on Life, which means helping clients live the best lives possible given the money they have. I do this by bringing order, insight, and accountability to their financial decisions and providing them with the necessary resources and tools to facilitate their choices.I work collaboratively with my clients throughout their wealth creation journey, offering transparency and coaching. If you are interested in how I can help you, please feel free to contact me via LinkedIn, email, phone, or book an appointment online. I look forward to hearing from you.
Sbs Fin (Amfi Registered Mutual Fund Distributor)
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SolopreneurSbs Fin (Amfi Registered Mutual Fund Distributor) Aug 2013 - PresentGhaziabadHelp curate investment choices with focus on Return on Life (ROL)
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Sr.Relationship Manager(National & Regional Distributors)Taurus Asset Management May 2008 - Oct 2012New Delhi Area, Indiao Activated 50 plus in active channel partners o Increased market share from top National Distributorso Developed strong internal and external key relationshipso Ideated a market campaign around 5 star rated Taurus Tax Shield and saved money otherwise would have been spent on advertisements o Achieved highest number of retail applications in JFM from channel partners in year 2010o Manage monthly activities with channel partners to create brand recall and help partners in… Show more o Activated 50 plus in active channel partners o Increased market share from top National Distributorso Developed strong internal and external key relationshipso Ideated a market campaign around 5 star rated Taurus Tax Shield and saved money otherwise would have been spent on advertisements o Achieved highest number of retail applications in JFM from channel partners in year 2010o Manage monthly activities with channel partners to create brand recall and help partners in enhancing their soft skills.o Impart Product trainings to partners and their sub-brokers.o Support the reportee in achieving his numbers. Show less
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Relationship ManagerPrincipal Financial Group 2005 - 2007New Delhi, Delhi, India• Acquired new clients and retained existing clients by leveraging expertise in Mutual Funds and equity trading• Managed High Networth Individuals and Senior level Management people’s relationships and accounts• Achieved highest SIP numbers in the year 2006• Got 5 Corporate accounts -
Relationship ManagerKotak Securities 2004 - 2005New Delhi, Delhi, India• Increased market share for online trading• Managed retail clients and advised them on equities, mutual funds, and bonds• Accelerated on boarding of new clients by organizing monthly investor awareness camps• Led team of two interns and gave them hands on training -
Relationship ManagerTimes Investor Services 2003 - 2004New Delhi, Delhi, India• Increased market share of Mutual Funds from PF trusts • Single handedly managed Mutual Fund vertical and set up system and processes for handling and onboarding clients• Ideated and conceptualized in-house weekly Investment bytes for clients• Developed strong internal and external relationships with the stakeholders
Rashi Bhargava Skills
Rashi Bhargava Education Details
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Business Management,Marketing -
Commerce -
Commerce
Frequently Asked Questions about Rashi Bhargava
What company does Rashi Bhargava work for?
Rashi Bhargava works for Sbs Fin (Amfi Registered Mutual Fund Distributor)
What is Rashi Bhargava's role at the current company?
Rashi Bhargava's current role is Personal Finance Professional @ SBS FIN |QPFP|AMFI Registered Mutual Fund Distributor| Certified, Experienced, Results-Driven.
What is Rashi Bhargava's email address?
Rashi Bhargava's email address is bh****@****hoo.com
What schools did Rashi Bhargava attend?
Rashi Bhargava attended Jagan Institute Of Management Studies, Indian Law Institute, Bhagwandas Road, New Delhi, Delhi University, Delhi Public School - R. K. Puram.
What skills is Rashi Bhargava known for?
Rashi Bhargava has skills like Financial Advisory, Fixed Income, Insurance, Sales, Financial Planning, Portfolio Management, Capital Markets, Investments, Business Development, Finance, Customer Relationship Management, Investment Advisory.
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Rashi Bhargava
Managing Director | Import/Export Operations, International TradeMadhya Pradesh, India
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