Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Hi, I’m
Ruchi Gupta
Lincoln,CAN
Summary
Overview
10
years of professional experience
Work History
Financial Consultant
12.2013 - 07.2023
Job overview
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Confidently curate omni-channel and diverse content: marketing, white papers, blogs and social media posts
- Educate continuously on new trends in the industries
- Collaborate with the editors and senior executives for brief and to deliver exciting, informative content within deadline
- Stay updated on competitors within the industry
Businessday Media Ltd
Research Analyst
02.2013 - 03.2015
Job overview
- Analyzed large volume of data to identify patterns, trends and correlations.
- Prepared detailed reports summarizing research findings and recommendations for further action.
- Created and maintained database to store research data.
- Stayed up-to-date with industry trends and developments to conduct relevant and valuable research
- Designing and building financial models
- Ratio analysis
- Analysis of company’s financial statements
- Revenue Projections, projections of cash flows, balance sheet and income statement
- Client-specified surveys:
- From designing of questionnaires to writing of survey report
- Methodology involved: online, field administration and focus group interviews
- Garnering new clients for the unit
- Attending seminars, conferences to market the research work of the unit
- Marketing the department through columns/write-ups in the publications
Education
Lincoln UniversityLincoln, NZ
Master of Fintech And Investment Management from Fintech And Investment
11.2024
University Overview
CISCE (India), Higher Secondary
-Achieved highest score in Commerce and won a gold medal
Skills
- Prepare Correspondence
- Special Requirements
- Enrollment Processing
- Serve Client Needs
- Quarterly Reviews
- Trend Analysis
- Sensitivity Analysis
- Financial Management and Reporting
- Financial Knowledge
- Industry Research
- Retirement Needs
- High Net Worth Individuals Marketing
- Trend Analysis Expertise
- Financial Data Production
- Financial Profiling
- Monthly Financial Statements
- Investment Analysis
Travelling to learn and experience new cultures, cuisines and languages
Travelling to learn and experience new cultures, cuisines and languages
I have been to seven countries in the last 5.5 years. I started travelling on budget trips from the time I started earning. I love to experience in real-time how humans across the globe breathe the same air yet we have diverse culture from the happy-go-lucky Bhutanese to the adventure-loving New Zealanders.
I started learning French as it one of the most spoken languages across the world and also because we use so many French phrases and terms in are everyday lives without even knowing. For instance, "bon voyage" and "dejavu".
I love to try different foods from different countries. From jasmine tea of Indonesia to street food of Thailand, I have dipped my hands all kinds of sauces.
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Judge a man by his questions rather than his answers.
Timeline
Financial Consultant
12.2013 - 07.2023
Research Analyst
Businessday Media Ltd
02.2013 - 03.2015
Lincoln University
Master of Fintech And Investment Management from Fintech And Investment
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