Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Quote
Timeline
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Aarti Khosla

Summary

Experienced professional with 5 years of success in portfolio management, strategic financial advisory and investment banking. Proven expertise in cultivating and managing client relationships, delivering customized solutions, and surpassing client expectations. Seeking a challenging role to leverage skills and contribute to the continued success of a reputable financial institution.

Overview

5
5
years of professional experience

Work History

Product Analyst - Corporate and Investment Banking

JPMorgan Chase & Co.
09.2022 - Current
  • Managed a portfolio of corporate clients, developing and maintaining strong relationships while providing comprehensive financial solutions and strategic advice.
  • Performed critical functions in risk and quality control, including conducting entitlements and dormant account reviews, managing account closings, and overseeing standing instructions.
  • Prepared accurate and insightful scorecards and ad-hoc reports for clients and internal partners, demonstrating strong analytical and reporting skills.
  • Collaborated with multiple product teams such as Fund Accounting and Transfer Agency to consolidate and deliver comprehensive client information.
  • Assisted in coordinating activities with global operations and middle office teams based in the EMEA region, ensuring seamless client management and operational efficiency.

Compliance Audit

Better Mortgages
09.2020 - 09.2022
  • Conducted over 120 compliance audits per month, ensuring adherence to regulatory requirements and internal guidelines.
  • Conducted thorough contract reviews to ensure compliance with internal policies, identifying and addressing any discrepancies or issues.
  • Reconciled settlement fees and meticulously documented verification to comply with RESPA, TRID, TILA, and MIDA tolerances.
  • Acted as Subject Matter Expert (SME) for new hires, serving as their primary point of contact and providing guidance and support throughout their integration process.
  • Maintained regular communication with end customers and third-party agencies, addressing their queries and facilitating smooth loan disbursement and refinancing processes.


Personal Banker

HDFC Bank
06.2018 - 08.2020
  • Managed a portfolio of 120 High Net Worth Individual (HNI) customers, delivering comprehensive financial services to ensure customer satisfaction
  • Conducted comprehensive financial reviews for clients, analyzing their investment portfolios, cash flows, and risk tolerance to recommend suitable banking and investment products.
  • Collaborated with internal teams, such as Wealth Management and Loan departments, to offer holistic financial solutions to clients.
  • Monitored and proactively addressed client concerns and inquiries, providing timely and effective resolutions to ensure high customer satisfaction.
  • Maintained accurate and detailed client records, ensuring compliance with regulatory requirements and internal policies.

Education

PGDM/MBA - Finance & Marketing

Jaipuria Institute of Management
Lucknow, UP
05.2018

BBA - Finance

College of Innovative Management and Sciences
Lucknow, UP
05.2016

Skills

  • Client Management
  • Financial Analysis
  • Corporate Banking
  • Investment Planning
  • Banking Operations
  • Wealth Management
  • Investment Banking Services
  • Loan analysis
  • Team Management
  • Advance Excel
  • Loan analysis
  • Team Management
  • Advance Excel

Accomplishments

  • Rewarded best employee for FY 20-21, in Better Mortgages.
  • Rewarded as best employee in HDFC Bank for consecutive 2 years FY 18-19 and FY19-20.
  • Acquired 5/5 – Exceptional performance as Personal Banker FY 18-19 and FY 19-20.

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins

Timeline

Product Analyst - Corporate and Investment Banking

JPMorgan Chase & Co.
09.2022 - Current

Compliance Audit

Better Mortgages
09.2020 - 09.2022

Personal Banker

HDFC Bank
06.2018 - 08.2020

PGDM/MBA - Finance & Marketing

Jaipuria Institute of Management

BBA - Finance

College of Innovative Management and Sciences

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Aarti Khosla