Ruhi Mahajan

Associate Consultant

Gurgaon, Haryana, India21 yrs experience
Highly Stable

Key Highlights

  • 20+ years in Learning & Development and Banking.
  • Expert in BFSI certification programs and employee development.
  • Engaged in investor education through national programs.
Stackforce AI infers this person is a seasoned professional in the BFSI and Education sectors.

Contact

Skills

Core Skills

Training & Development

Other Skills

Employee TrainingBankingRetail BankingRelationship ManagementPortfolio ManagementTeam ManagementCross SellingCreditBranch BankingCommercial BankingCredit RiskMISWealth ManagementBusiness DevelopmentCredit Analysis

About

I am a SEBI SMART with 20+ years of experience in Learning & Development and Banking (NRI Banking and Wealth Management). Currently working as a freelancer, I provide consultancy and training services, specializing in BFSI (Banking, Financial Services, and Insurance) post-graduate certification programs, content creation, and employee development. My expertise lies in strategizing learning journeys, improving sales processes, and developing comprehensive training programs, resulting in increased sales and better employee engagement. My YouTube channel, RuhisLearnings, has over 90 long-form videos and 300+ LinkedIn blogs, where I share insights on professional growth, banking, and financial servic

Experience

Sebi

SEBI SMART

Jan 2025Present · 1 yr 3 mos · Gurugram, Haryana, India

  • Empaneled by SEBI as a Securities Market Trainer (SMART) and have an active engagement with NSE to conduct Investor Awareness Programs (IAPs) across India.

Dotpe

Consultant- Refining Employee Learning Journeys.

Dec 2022Dec 2023 · 1 yr

  • I supported the creation of an employee learning journey.
  • The project I was working on got over ..
Employee TrainingTraining & Development

Expertrons training and placements

Consultant for the BFSI Certification

Oct 2022May 2025 · 2 yrs 7 mos · Remote

  • Helped Expertrons in refining the BFCI certification.
  • Helped them with the content creation and delivery of classes.

Freelance

Freelance Finance and Banking professional

Jul 2022Present · 3 yrs 9 mos

Hdfc bank

2 roles

Training Manager

Aug 2015Jul 2022 · 6 yrs 11 mos

Regional Project Manager- NRI Banking

Nov 2011Aug 2015 · 3 yrs 9 mos

Standard chartered bank

3 roles

Relationship Manager- NRI Services

Promoted

Nov 2009Nov 2011 · 2 yrs

Associate Relationship Manager

Apr 2008Oct 2009 · 1 yr 6 mos

Customer Service Manager

May 2007Apr 2008 · 11 mos

Icici prudential life insurance

Agency Manager Priority Clients

May 2006Apr 2007 · 11 mos

Axis bank

Executive

Jan 2005Apr 2006 · 1 yr 3 mos

Education

Apeejay Institute of Management

MBA — Marketing & HR

Jan 2001Jan 2003

Indian Institute of banking and finance

Certified Bank Trainer ( CBT)

Jan 2017Jan 2017

Indian institute of Banking and finance

CAIIB ( Certified Associate Of IIB&F)

Jan 2017Jan 2017

Indian Institute of Banking and Finance

JAIIB (Junior Associate Of IIBF )

Jan 2016Jan 2016

Moody’s Analytics

Certificate in Commercial Credit (CICC) — Credit Management

Mar 2018Mar 2018

Indian Institute of Banking and Finance

FOREIGN EXCHANGE FACILITIES FOR INDIVIDUALS — FOREIGN EXCHANGE FACILITIES FOR INDIVIDUALS

Dec 2018Dec 2018

Indian Institute of Banking and Finance

CUSTOMER SERVICE AND BANKING CODES AND STANDARDS — CUSTOMER SERVICE AND BANKING CODES AND STANDARDS

Sep 2015Sep 2015

Indian Institute of Banking and Finance

ANTI-MONEY LAUNDERING AND KNOW YOUR CUSTOMER — ANTI-MONEY LAUNDERING AND KNOW YOUR CUSTOMER

Sep 2015Sep 2015

Indian Institute of Banking and Finance

CERTIFICATE COURSE IN FOREIGN EXCHANGE — CERTIFICATE COURSE IN FOREIGN EXCHANGE

Mar 2016Mar 2016

National Institute of Securities Markets (NISM)

NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination — Portfolio Management Services (PMS)

Nov 2023Nov 2023

Apeejay Stya Education (Svran Foundation)

Master of Business Administration - MBA

National Institute of Securities Markets (NISM)

NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination — Portfolio Management Services

Stackforce found 100+ more professionals with Training & Development

Explore similar profiles based on matching skills and experience