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Rishi Bharadwaj Email & Phone Number
Advisor Support
at
Cleary Wealth Management Ltd
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Advisor Support
Location
Auckland, New Zealand
Company size
Who is Rishi Bharadwaj? Overview
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Quick answer
Rishi Bharadwaj is listed as Advisor Support at Cleary Wealth Management Ltd, a with 3 employees, based in Auckland, New Zealand. AeroLeads shows a matched LinkedIn profile for Rishi Bharadwaj.
Rishi Bharadwaj previously worked as Classifieds at New Zealand Media & Entertainment (Nzme) and Patient Administration Services at Health New Zealand | Te Whatu Ora. Rishi Bharadwaj holds Master’S In Applied Finance, Investments And Securities from Auckland University Of Technology.
Company email context
Email format at Cleary Wealth Management Ltd
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Cleary Wealth Management Ltd
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Profile bio
About Rishi Bharadwaj
I'm a strong people's person, able to prioritize and multitask amidst competing demands. I possess a diverse experience in financial services, insurance, and business process optimization, public health operations. I have recently earned my Master's degree in Finance, and I love working with data.I'm passionate about applying my skills in financial planning & analysis, data modelling, strong legal and regulatory knowledge, and stakeholder management to drive business growth and success. I'm currently open to exploring new opportunities in financial services where I can bring value and follow my passion.
Current workplace
Rishi Bharadwaj's current company
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Cleary Wealth Management Ltd
6 roles
Rishi Bharadwaj work experience
A career timeline built from the work history available for this profile.
Classifieds
Current• New lead generation, support existing business by engaging with existing group of customers.• Created a database of 420+ new leads, developed a lead qualifying workflow.• Analyse customer data to assist in forecasting trades and services trends for upcoming months.
Oct 2024 - Present
Patient Administration Services
• Tu Pono Aroha (Trak Care) project – Assisted in data migration across multiple software systems integrated into one new system, ensuring accuracy and efficiency with 400,000+ appointments successfully transferred.• Managed a waitlist of 15,000+ patients acting as the key liaison between patients and public health officers.• Ensure compliance with Ministry of Health guidelines in all administrative operations to uphold data integrity and patient confidentiality.
Dec 2023 - Oct 2024
Assistant Manager
• Driving membership growth and enhancing gym’s online presence while successfully driving membership growth by 27% through targeted KPIs.• Organizing community events & corporate health and wellness seminars.
Jun 2023 - Dec 2023
Team Lead
• Managed a total portfolio financially underwritten of US$ 47.2M • Spearheaded the Washinton - Boston West Coast Project - Automated and Integrated 2800+ existing / new customer data using Five Tran.
Jul 2021 - Sep 2022
Analyst
Jun 2018 - Jul 2021
3 education records
Rishi Bharadwaj education
Master’S In Applied Finance, Investments And Securities
Bachelor Of Laws - Llb, Law
Bachelor Of Commerce - Bcom
FAQ
Frequently asked questions about Rishi Bharadwaj
Quick answers generated from the profile data available on this page.
What company does Rishi Bharadwaj work for?
Rishi Bharadwaj works for Cleary Wealth Management Ltd.
What is Rishi Bharadwaj's role at Cleary Wealth Management Ltd?
Rishi Bharadwaj is listed as Advisor Support at Cleary Wealth Management Ltd.
Where is Rishi Bharadwaj based?
Rishi Bharadwaj is based in Auckland, New Zealand while working with Cleary Wealth Management Ltd.
What companies has Rishi Bharadwaj worked for?
Rishi Bharadwaj has worked for Cleary Wealth Management Ltd, New Zealand Media & Entertainment (Nzme), Health New Zealand | Te Whatu Ora, Anytime Fitness New Zealand, and Allstate Benefits.
How can I contact Rishi Bharadwaj?
You can use AeroLeads to view verified contact signals for Rishi Bharadwaj at Cleary Wealth Management Ltd, including work email, phone, and LinkedIn data when available.
What schools did Rishi Bharadwaj attend?
Rishi Bharadwaj holds Master’S In Applied Finance, Investments And Securities from Auckland University Of Technology.
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