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Amrita Sharma

Amrita Sharma

Intern

Followers of Amrita Sharma462 followers
location of Amrita SharmaMumbai, Maharashtra, India

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  • Timeline

  • About me

    Analyst at JPMorgan Chase & Co.

  • Education

    • Educational Institution

      2016 - 2018
      Master of Business Administration - MBA

    • Jagran Lakecity University

      2013 - 2016
      Bachelor’s Degree

  • Experience

    • 3M

      May 2017 - Jun 2017
      Intern

    • ICICI Bank

      Jun 2018 - Nov 2020
      Deputy Manager

       Manage relationships with high net worth clients and proactively helps to resolve issues and concerns Coordinates resolution of complex issues/concerns received from the client with input from senior team members Identifies practice management opportunities through various firm channels Provides support on products and services Utilize financial planning tools to analyze complex financial information and lead client/prospect financial planning presentations in conjunction. Utilizes knowledge, experience, and expertise to lead a comprehensive discovery analysis that identifies differentiating information and variables to be used in the financial planning process Participate in internal research projects and special client assignments as needed Developing customized presentation on investment as per client risk appetite for existing clients. Show less

    • JPMorganChase

      Nov 2020 - now

      • Associate

        Jan 2024 - now

      • Analyst

        Nov 2020 - Jan 2024

  • Licenses & Certifications

    • Cambridge KET

      Cambridge College

    • Emotional intelligence , Digital marketing

      Jagran Lakecity University