
Khushi Sumrani
Research Intern

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About me
IFIC Certified | Financial Planning Graduate
Education

Delhi Public School, Dwarka, New Delhi
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Seneca Polytechnic
2023 - 2024Postgraduate Certificate Financial Planning
Seneca Polytechnic
2022 - 2023Postgraduate Certificate Business Analytics 3.86/4.00
Sri Venkateswara College, Delhi University
2019 - 2022BA(H) Economics 8.27/10Activities and Societies: Bliss Point Event Member of Economics Association, worked closely with the Economics department team ensuring smooth operational functioning.
Experience

Sri Venkateswara College, Delhi University
Jul 2021 - Aug 2021Research InternPrepared an individual research report on economic indicators in the Indian economy during the COVID pandemic.Analyzed the severity of the pandemic’s impact on India’s GDP growth, unemployment, inflation and poverty by comparing significant shifts highly visible for each indicator pre and post pandemic after closely reviewing Government of India websites.Effectively communicating and presenting my research results visually in the forms of graphs and charts to my professors at regular intervals, so as to make my findings easily understandable to them.Additionally commented on the effect of measures taken by the Central Bank of India to mitigate the negative consequences arising out of the crisis. Show less

NITI Aayog Official
Aug 2021 - Sept 2021InternConducted created a researched-based evidence brief on the world economy during the COVID pandemic. Processed data from the World Bank by analysing deviation in the trends in the form of peaks and troughs which was highly visible post pandemic.Interacting with the professionals I was working under with on a weekly basis and effectively communicating and presenting them the main findings of my research graphically using MS tools such as Excel and PowerPoint through which they could comprehend the relevant facts of my research.Successfully completed my research by highlighting the professionals about the repercussions of pandemic on world trade and FDI. Show less

ICICI Bank Canada
Jan 2024 - Jan 2024Retail banking InternUnderstanding new referral products and processes of the Retail Alternate Channel.Collaborate in the creation and updation of referral product note and process notes of the bank.Analyzing and interpreting large volumes of customer data to keep a track of leads getting converted.Keep abreast of emerging issues, trends and evolving regulatory requirements to identify and assess potential impacts. Ensure up-to-date information is captured while creating and sharing presentations.Ensure procedures and controls of the channel are consistent and in compliance with appropriate regulatory and procedural protocols. Ensure that the entire process of the retail alternate channel comply with all policies, rules and regulations.Assist in managing and implementing the communication and marketing plan to achieve the overall business objectives of the retail alternate channel, collaborating with internal departments to design, build and deliver. Acting as a Brand Ambassador in community and client interactions.Ideating and creating client engagement points via community outreach for New to Bank and existing clients. Show less
Licenses & Certifications
- View certificate

Investment Funds in Canada
Canadian Securities InstituteJan 2025
Honors & Awards
- Awarded to Khushi SumraniPresident Honour Award Seneca Polytechnic Dec 2023 Recognized for the outstanding academic performance in Financial Planning
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