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
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