Jyoti Sharma
Mumbai
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Research Analyst
ICICI Bank Ltd, Global Markets Group
07.2020 - Current
- Conducted in-depth qualitative and quantitative economic research, mainly in areas of inflation, trade, external sector to identify underlying trends and write comprehensive research reports.
- Developed comprehensive reports, presenting clear and concise findings to stakeholders for informed decision-making processes, prepared articles, thematic reports and presentations for management, specialty publications and clients.
- Evaluated the effectiveness of government policies by analyzing their impact on macroeconomic variables such as trade, GDP, inflation, and external sector.
- Streamlined internal workflows by automating data collection, analysis, and reporting tasks, implementing innovative tools for more accurate and timely assessments of key performance indicators.
- Improved forecasting accuracy, to better predict future economic trends and designed models for forecasting near-term and long-term estimates for indicators such as CPI, WPI, CAD and BoP etc.
- Bolstered organizational capacity building efforts by providing mentorship and technical assistance to junior researchers entering the field.
Wealth Manager
ICICI Bank Ltd
04.2018 - 07.2020
- Developed comprehensive financial plans for clients, including investment strategy, retirement planning, and estate planning.
- Designed custom-tailored portfolios based on individual client needs, risk tolerance levels, time horizons, financial objectives.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
- Developed strong relationships with external product providers and investment managers to ensure access to best-in-class investment solutions for clients.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Streamlined internal processes within the wealth management team to improve efficiency and enhance client service delivery.
- Researched and evaluated potential investment products for clients.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
Relationship Manager NRI
ICICI Bank Limited
02.2011 - 04.2018
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
- Enhanced foreign exchange operations by implementing efficient and accurate transaction processing systems.
- Coordinated with global teams across multiple time zones, ensuring seamless communication flow within the organization''s foreign exchange division.
Education
Post Graduate Certificate in Securities Markets - Financial Markets, Securities Markets
National Institute of Securities Markets ( NISM)
Mumbai, India07.2019
Post Graduate Diploma in Banking Operations - Banking And Financial Support Services
Institute of Banking And Finance, NIIT
Bhopal09.2010
Bachelor of Science - Mathematics And Computer Science
Govt. M. H. College of Science And Homescience
Jabalpur04.2007
Skills
- Strong analytical skills
- Qualitative Research
- Quantitative Research
- Excellent communication abilities
- High attention to detail
- Trend forecasting
- Microsoft Office
- Data Visualization
- Forecasting skills
- Research and data collection
Accomplishments
- Developed a weekly and monthly inflation forecasting model, by tracking daily prices for different food and fuel items
- Food inflation: Cyclical and Structural tailwinds
- Israel-Palestine conflict: No significant impact on India
- Uneven rains drive upward revision to food inflation
- Monsoon: Elusive, but what’s in store?
- Food output, monsoon and food inflation: What’s in store?
- India’s cereal inflation at cusp of reversal?
- Rural India: Higher incomes, but higher inflation too
Thematic Research:
Certification
- Bloomberg Market Concepts, Bloomberg Finance LLC- Issued in May 2020 Credential id: 158797130818
- NISM -XV Research Analyst
- NISM Equity, Currency and Interest rates derivatives certification
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Timeline
Research Analyst
ICICI Bank Ltd, Global Markets Group
07.2020 - Current
Wealth Manager
ICICI Bank Ltd
04.2018 - 07.2020
Relationship Manager NRI
ICICI Bank Limited
02.2011 - 04.2018
Post Graduate Certificate in Securities Markets - Financial Markets, Securities Markets
National Institute of Securities Markets ( NISM)
Post Graduate Diploma in Banking Operations - Banking And Financial Support Services
Institute of Banking And Finance, NIIT
Bachelor of Science - Mathematics And Computer Science
Govt. M. H. College of Science And Homescience
Similar Profiles
James CurranJames Curran
Global Head of Operational Risk & Control at Global Banking & Markets Finance, Bank Of AmericaGlobal Head of Operational Risk & Control at Global Banking & Markets Finance, Bank Of America
Nothando NkabindeNothando Nkabinde
Institutional Sales ARO at Absa Bank Global MarketsInstitutional Sales ARO at Absa Bank Global Markets
Fareba TahiriFareba Tahiri
Senior Production Support Analyst at HSBC Bank ( Global Banking and Markets )Senior Production Support Analyst at HSBC Bank ( Global Banking and Markets )
Rohit PandeyRohit Pandey
Associate Technical Support Engineer at Red HatAssociate Technical Support Engineer at Red Hat
Neha KumbhareNeha Kumbhare
Business Analyst at Harbinger SystemsBusiness Analyst at Harbinger Systems