Summary
Overview
Work History
Education
Skills
Timeline
PRACHI SHARMA

PRACHI SHARMA

Mumbai

Summary

Insightful Manager with a successful career history of over 13 years in Equity Research, Product Management and Client Solution. Result focused and driven to get things done by committing 100% to every role ever undertaken.

Overview

12
12
years of professional experience
5
5
years of post-secondary education

Work History

Product Manager - Investment Products

Citibank NA (Now Axis Bank, since March 2023)
Mumbai
02.2019 - Current

In current role since Dec'21

  • Conceptualize and deploy enhanced product features to optimize implementation for use in sale strategies across fixed income, mutual funds and alternate products.
  • Coordinate project planning and execution with team members and team leads in order to achieve product goals and metrics.
  • Serve as subject matter expert and influence decisions through advice, counsel and facilitating service to others in areas of specialization
  • Participate in technology and compliance projects for product enhancement and digitization through UATs.
  • Enforced use of required processes and tools for partnership management.
  • Direct and oversee product life cycle management and appropriately assess business risk while making decisions
  • Currently working on an additional project i.e. the transition/change management project of consumer banking movement to Axis Bank
  • Prior to movement in Product Management, I worked in consumer banking sales Created effective strategies to target new markets & proactively managed clients by providing banking solutions in personal investments, cash management and interest services earning revenue of INR 28 Million in 2020 , reviewed client data to assess compliance with company and country regulations

Key Achievements:

  • Have been a Top Quartile Performer in 2020
  • Shooting Star Award in the first quarter as a Product Manager
  • Launched India's first ESG linked structure note
  • Winner of League of Legends contest for year 2022

Wealth Manager

HSBC
Mumbai
11.2016 - 02.2019
  • Improved brand awareness by monitoring all marketing campaigns and fostering acquisitions and business development
  • Conducted research project for revival of retail business banking
  • Successfully implemented remediation project for high risk individuals for financial crime compliance through transaction monitoring, sources of ongoing funds and credit history analysis across Western India
  • Led the desk for international accounts (Expats) for Maharashtra region
  • Key Achievements:
  • Awarded multiple merit certificates by HSBC leadership for exceptional performance across investment products
  • Exceeded quarterly sales goals leading to recognition by HSBC across wealth products while being ranked in the top 10% wealth managers Pan India in 2017

Product & Client Onboarding Manager

Ladderup Wealth Management Pvt Ltd
Mumbai
10.2015 - 08.2016
  • Conducted product research, reviewed and evaluated investments through portfolio analysis for clients resulting in improved well leveraged portfolio which led to enhancement of clients trust and overall business
  • Led sales forecasting, market trend evaluation and segment strategies for 12 member team leading to INR 46 mn milestone
  • Undertook competitor benchmarking and developed comparison tables of products and services by researching product pricing, ratings and performance creating business intelligence for the firm.
  • Evaluated product development strategy effectiveness and prepared alternative approaches to exceed goals.
  • Increased company growth through effective collaboration with sales and marketing departments.

Equity Research Technical Analyst

Darashaw & Co Pvt Ltd
Mumbai
06.2011 - 10.2015
  • Identified institutions based on market valuation/asset under management for empanelment and converted them through customized technical research reports
  • Worked on Long-Short, Buy-Hold portfolio strategies for proprietors, AMCs and Provident Funds
  • Collaborated with the team to design sentiment indicators & explorers to gauge key reversal areas & potential outperforming stocks
  • Led a team of 4 sales traders & 2 operation executives ensuring quality control and efficient trading practices
  • Created several financial queries for buy/sell/hold recommendations FMCG & Auto industry
  • Key Achievements:
  • Received Fast track promotion every year working at Darashaw for outstanding achievements in respective roles
  • Recipient of “Performance of Merit” Award for institutional equity sales at Darashaw for 2013 & 2014
  • Achieved record high client growth in revenue by 76% in 2014 by developing a comprehensive sales and marketing plan

Education

Certificate - Advanced Programme in Fintech & Blockchain

Indian Institute of Management, Kolkata
09.2020 - 04.2021

MBA - Marketing & Risk Management

International School of Business & Media, Pune
06.2009 - 03.2011

Bachelor of Commerce - Accounts

Sri Sathya Sai College , Bhopal
07.2005 - 03.2008

Skills

Product Management

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Timeline

Indian Institute of Management - Certificate, Advanced Programme in Fintech & Blockchain
09.2020 - 04.2021
Product Manager - Investment Products - Citibank NA (Now Axis Bank, since March 2023)
02.2019 - Current
Wealth Manager - HSBC
11.2016 - 02.2019
Product & Client Onboarding Manager - Ladderup Wealth Management Pvt Ltd
10.2015 - 08.2016
Equity Research Technical Analyst - Darashaw & Co Pvt Ltd
06.2011 - 10.2015
International School of Business & Media - MBA, Marketing & Risk Management
06.2009 - 03.2011
Sri Sathya Sai College - Bachelor of Commerce, Accounts
07.2005 - 03.2008
PRACHI SHARMA