RICHA MANCHANDA
Manager at Institute For Technology and Management- Claim this Profile
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Bio
Vishal Gupta PMP®
I consulted Richa to develop an Investment Plan for me with a short-to-long term perspective. I was impressed with the way she analysed my needs and planned my investment portfolio and presented them. Her analytical skills and ability to plan strategically are commendable. She goes the extra mile and is a diligent person.
Vishal Gupta PMP®
The zeal to learn, diligence and the ability to work in a team makes Richa different from others. Her confidence and the ability to articulate herself is an asset.
Vishal Gupta PMP®
I consulted Richa to develop an Investment Plan for me with a short-to-long term perspective. I was impressed with the way she analysed my needs and planned my investment portfolio and presented them. Her analytical skills and ability to plan strategically are commendable. She goes the extra mile and is a diligent person.
Vishal Gupta PMP®
The zeal to learn, diligence and the ability to work in a team makes Richa different from others. Her confidence and the ability to articulate herself is an asset.
Vishal Gupta PMP®
I consulted Richa to develop an Investment Plan for me with a short-to-long term perspective. I was impressed with the way she analysed my needs and planned my investment portfolio and presented them. Her analytical skills and ability to plan strategically are commendable. She goes the extra mile and is a diligent person.
Vishal Gupta PMP®
The zeal to learn, diligence and the ability to work in a team makes Richa different from others. Her confidence and the ability to articulate herself is an asset.
Vishal Gupta PMP®
I consulted Richa to develop an Investment Plan for me with a short-to-long term perspective. I was impressed with the way she analysed my needs and planned my investment portfolio and presented them. Her analytical skills and ability to plan strategically are commendable. She goes the extra mile and is a diligent person.
Vishal Gupta PMP®
The zeal to learn, diligence and the ability to work in a team makes Richa different from others. Her confidence and the ability to articulate herself is an asset.
Credentials
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National Stock Exchange of India's Certification in Financial Markets, AMFI Certified
NSE INDIA
Experience
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Institute For Technology and Management
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Higher Education
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1 - 100 Employee
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Manager
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Sep 2019 - Present
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Citibank India
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India
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Banking
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Wealth Councellor
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Apr 2014 - Present
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Axis Bank
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India
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Banking
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700 & Above Employee
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ex. Relationship manager Affulent Business
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Jan 2017 - May 2019
Part of Burgundy Department which comprises of revenue generation through various products on Investment, insurance, retail assets(home loan and auto loan) and savings book growth. Total savings account book of Rs 30 crores with 250 HNI customers (TRV of Rs 25 lacs and above). Revenue target of yearly Rs 1 crore. Awarded for outstanding performance in insurance business in the month of March 2019 by Mr. Ravi Narayanan ( President and Head Branch Banking). Part of Burgundy Department which comprises of revenue generation through various products on Investment, insurance, retail assets(home loan and auto loan) and savings book growth. Total savings account book of Rs 30 crores with 250 HNI customers (TRV of Rs 25 lacs and above). Revenue target of yearly Rs 1 crore. Awarded for outstanding performance in insurance business in the month of March 2019 by Mr. Ravi Narayanan ( President and Head Branch Banking).
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Deutsche Bank
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Germany
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Financial Services
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700 & Above Employee
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Manager for Advantage Banking
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Mar 2011 - Sep 2013
Working as manager in the wealth advisory team at Deutsche bank.Dealing with all kinds of investment propositions and wealth advisory services. * sales of all liabilities product including savings account, current account and homeloans. *refer assets products and thrid party products like insurance, mutual funds etc. *to follow the laid down sales process. *follow the guiding principles of Deutsche Bank. *follow all KYC and Operational Principles laid down by deutsche bank. Working as manager in the wealth advisory team at Deutsche bank.Dealing with all kinds of investment propositions and wealth advisory services. * sales of all liabilities product including savings account, current account and homeloans. *refer assets products and thrid party products like insurance, mutual funds etc. *to follow the laid down sales process. *follow the guiding principles of Deutsche Bank. *follow all KYC and Operational Principles laid down by deutsche bank.
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Education
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2009 - 2011
Deemed UniversityITM Business School
MBA, International Business -
2009 - 2011
Institute For Technology and Management
MBA in International Business, Finance -
2007 - 2009
Lucknow University
Avadh Girls, B COM -
2004 - 2006
St. Fidelis College
Class XII, Commerce
Community
