Bhavya Vashisht

Delhi, India vashishtbhavya3939@gmail.com

Summary
Experienced professional with exceptional time-management and leadership skills seeking a sales
and marketing role in the field of minimum risk investment portfolio. Demonstrated ability to
effectively manage multiple tasks and projects, resulting in successful outcomes. Proficient in imple-
menting strategic sales strategies and cultivating strong client relationships. Looking to contribute
expertise and drive revenue growth within a dynamic organization.

Experience
investment portfolio management • YES BANK Aug 2023 - Sep 2023
- Educated and informed clients about various investment opportunities, enabling them to make
well-informed decisions regarding their financial portfolios.
- Implemented strategies to create minimum risk portfolios for clients, ensuring their investments
were protected and optimized for long-term growth.
- Leveraged expertise in investment analysis to advise clients on how to mitigate potential risks and
maximize returns on their investments.
- Provided personalized guidance to clients on how to diversify their portfolios, reducing their
exposure to market volatility and ensuring a more stable financial future.
- Actively researched and stayed up-to-date on market trends and investment strategies, allowing
for effective communication of the latest investment opportunities to clients.

Education
Bachelor of Commerce - BComm • Institute of Innovation in Tech- Nov 2021 - Aug 2023
nology and Management, Janakpuri
Investment banking • Grade: 85%
Coordinated a diverse range of finance-related events with exceptional proficiency. Demonstrated
a high level of expertise in managing and executing investment projects.

Projects
Gather many clients for investment purposes Aug 2023 - Sep 2023
YES BANK
- Attracted and engaged numerous clients to facilitate investment opportunities
- Demonstrated exceptional ability to build and maintain a strong client base for investment
purposes
- Utilized persuasive communication skills to gather a significant number of clients seeking invest-
ment opportunities
- Showcased passion for investment by successfully acquiring a large client portfolio

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- Excelled in client acquisition, displaying a deep understanding of investment needs and delivering
tailored solutions

Skills
Project Management Basics, MS Word, Excel, Power Point, Internet Etc., Communication skill,,
Time management and Punctuality, Tally Prime, Adobe Photoshop Adobe illustrator,
Social media management, digital marketing

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