Solopreneur
CurrentHelp curate investment choices with focus on Return on Life (ROL)
Aug 2013 - Present
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Rashi Bhargava Email & Phone Number
Personal Finance Professional @ SBS FIN |QPFP|AMFI Registered Mutual Fund Distributor| Certified, Experienced, Results-Driven
at
SBS FIN (AMFI Registered Mutual Fund Distributor)
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Current company
Role
Personal Finance Professional @ SBS FIN |QPFP|AMFI Registered Mutual Fund Distributor| Certified, Experienced, Results-Driven
Location
Ghaziabad, Uttar Pradesh, India
Who is Rashi Bhargava? Overview
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Rashi Bhargava is listed as Personal Finance Professional @ SBS FIN |QPFP|AMFI Registered Mutual Fund Distributor| Certified, Experienced, Results-Driven at SBS FIN (AMFI Registered Mutual Fund Distributor), based in Ghaziabad, Uttar Pradesh, India. AeroLeads shows a matched LinkedIn profile for Rashi Bhargava.
Rashi Bhargava previously worked as Solopreneur at Sbs Fin (Amfi Registered Mutual Fund Distributor) and Sr.Relationship Manager(National & Regional Distributors) at Taurus Asset Management. Rashi Bhargava holds Pgdbm, Business Management,Marketing from Jagan Institute Of Management Studies.
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Email format at SBS FIN (AMFI Registered Mutual Fund Distributor)
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SBS FIN (AMFI Registered Mutual Fund Distributor)
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Profile bio
About Rashi Bhargava
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.
Listed skills include Financial Advisory, Fixed Income, Insurance, Sales, and 16 others.
Current workplace
Rashi Bhargava's current company
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Sbs Fin (Amfi Registered Mutual Fund Distributor)
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5 roles · 24 years
Rashi Bhargava work experience
A career timeline built from the work history available for this profile.
Sr.Relationship Manager(National & Regional Distributors)
Taurus Asset Management
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… 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
May 2008 - Oct 2012
Relationship Manager
• 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
2005 - 2007
~2 yrs
Relationship Manager
• 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
2004 - 2005
~1 yr
Relationship Manager
Times Investor Services
• 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
2003 - 2004
~1 yr
4 education records
Rashi Bhargava education
Pgdbm, Business Management,Marketing
Post Graduate Diploma In Tax Laws, Taxation
B.Com(H), Commerce
Class Xii, Commerce
FAQ
Frequently asked questions about Rashi Bhargava
Quick answers generated from the profile data available on this page.
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 SBS FIN (AMFI Registered Mutual Fund Distributor)?
Rashi Bhargava is listed as Personal Finance Professional @ SBS FIN |QPFP|AMFI Registered Mutual Fund Distributor| Certified, Experienced, Results-Driven at SBS FIN (AMFI Registered Mutual Fund Distributor).
Where is Rashi Bhargava based?
Rashi Bhargava is based in Ghaziabad, Uttar Pradesh, India while working with SBS FIN (AMFI Registered Mutual Fund Distributor).
What companies has Rashi Bhargava worked for?
Rashi Bhargava has worked for Sbs Fin (Amfi Registered Mutual Fund Distributor), Taurus Asset Management, Principal Financial Group, Kotak Securities, and Times Investor Services.
How can I contact Rashi Bhargava?
You can use AeroLeads to view verified contact signals for Rashi Bhargava at SBS FIN (AMFI Registered Mutual Fund Distributor), including work email, phone, and LinkedIn data when available.
What schools did Rashi Bhargava attend?
Rashi Bhargava holds Pgdbm, Business Management,Marketing from Jagan Institute Of Management Studies.
What skills is Rashi Bhargava known for?
Rashi Bhargava is listed with skills including Financial Advisory, Fixed Income, Insurance, Sales, Financial Planning, Portfolio Management, Capital Markets, and Investments.
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