Rishi Shilpkar

Motivated and personable finance professional with hands-on experience in investment analysis, customer service, and financial advisory. Skilled in building long-term client relationships, providing personalized financial solutions, and maintaining high standards of compliance and risk management. Admired for my friendly approach, adaptability, and dedication to helping clients achieve their financial goals. Eager to bring my passion and expertise to the Banking Advisor role at National Bank.

• Fundamentals of Credit, Corporate Finance Institute (CFI), Credential ID 101290603, April 2024
• Certification in Cashflow, HP LIFE, July 2021
• Corporate Finance Fundamentals, Corporate Finance Institute (CFI), July 2021
• Corporate Finance, Udemy, July 2021
• Tally ERP 9 with GST, Shreeji Computer Academy, February 2021
• CCC, Centre for Development of Advanced Computing (C-DAC), October 2020

Community Volunteer, Helping Hands Foundation, Vadodara, Gujarat, India

• Helped distribute food and clothing to those in need, positively impacting community welfare
• Took part in educational initiatives for underprivileged children, supporting equal educational opportunities
• Organized engaging events at 'SWARG' Old Age Home, bringing joy to the residents

• Awarded "Employee of the Month" in 2025 at Walmart.
• Achieved strong customer satisfaction by providing exceptional support in assisting clients with Demat account openings and portfolio management.
• Collaborated with a team of 5 to successfully develop and implement investment strategies for clients.
• Used portfolio management software to make client reporting and performance tracking easier.
• Documented and resolved dient portfolio discrepancies, which led to increased client trust and satisfaction.