Latika Sharma

Key Tasks:

• Manage UHNI/HNI trust portfolios (private equity, loans, distributions, tax) ensuring compliance and client satisfaction.
• Conduct asset reviews and valuations to deliver insights for portfolio strategies.
• Handle end-to-end client communication on investments, LODs, and discretionary requests.
• Drive process improvements with cross-functional teams to enhance efficiency and reduce risk.

Key Projects:

• Streamlined loan asset and liability booking workflow, reducing TAT by 50% (6 to 3 days), and improving execution speed through return analysis and knowledge transfer.
• Optimized asset valuation process, saving 200+ hours annually by eliminating duplicate work, strengthening controls, and ensuring accuracy.

• Managed a client portfolio worth ₹100 crore, delivering customized financial solutions.
• Achieved cross-selling targets, and strengthened client retention.

• Managed 250+ HNI clients with AUM of ₹75 crore.
• Acquired corporate clients, expanding business portfolio significantly.

• Conducted competitive benchmarking and delivered process optimization insights.