Sapna Choube
Pune
Summary
Dynamic finance professional specializing in bank risk analysis, equity product sales, and portfolio management. Demonstrated success in identifying market trends and optimizing investment strategies while effectively managing financial risk. Proficient in financial modeling and risk assessment, with a strong track record in client relationship management that consistently drives performance and delivers value. Career objective focuses on leveraging expertise to enhance investment outcomes for diverse financial products.
Overview
5
5
years of professional experience
Work History
Virtual Relationship Manager
DBS Bank
04.2024 - Current
- As a Private Banking Analyst, I manage the data of clients mapped to me through various products and services
- A key part of my role involves conducting KYC due diligence on clients, including Customer Due Diligence (CDD), Enhanced Due Diligence (EDD), and ongoing monitoring through Early Warning System Surveillance (EWSS)
- I also use various tools to check and investigate any hits or alerts on clients, ensuring compliance with regulatory requirements and minimizing risk to the bank
- Additionally, I focus on cross-selling opportunities to maximize revenue and enhance client relationships through tailored product offerings
Equity Research Analyst Sales
ICICI Direct
05.2021 - 03.2024
- Conducting thorough financial analysis and research to provide accurate investment recommendations to clients, resulting in a 15% increase in portfolio returns
- Developing detailed equity research reports on various industry sectors, utilizing financial modeling and valuation techniques to support investment decision-making processes
- Collaborating with the investment team to analyze market trends and identify potential risks and opportunities, contributing to the development of successful investment strategies
Relationship Manager
Motilal Oswal Wealth Management
01.2020 - 06.2021
- MBA FINANCE graduate with Experience of Private Banking /Wealth Management, fruitful interaction with HNI clients along with good communication and presentation skills, market research, portfolio management thorough financial planning and investment product knowledge with required certification in order to provide sound and reliable advice to clients and corporate businesses
Education
MBA - HR
SINHGAD BUSINESS SHOOL
PUNE07-2021
MBA - Finance
SINHGAD BUSINESS SCHOOL
Pune, India01-2020
B.B.A/ B.M.S - Management
Pune University
Pune, India01.2018
Skills
- Communication Skills
- Taxation
- Auditing
- Financial product analysis
- Banking regulations
- Financial billing management
- Credit assessment
- Banking product sales
- Financial regulatory compliance
- Transaction monitoring
- Cash balancing
- Client onboarding
- Bank services
- Branch operations
- Qualified in commercial servicing
- Check processing
- Securing bank vaults
- Investigate discrepancies
- Compliance, banking laws, and regulations
- Risk Assessment
- Negotiation Skills
- Due diligence
- Technical acumen
Timeline
Virtual Relationship Manager
DBS Bank
04.2024 - Current
Equity Research Analyst Sales
ICICI Direct
05.2021 - 03.2024
Relationship Manager
Motilal Oswal Wealth Management
01.2020 - 06.2021
MBA - HR
SINHGAD BUSINESS SHOOL
MBA - Finance
SINHGAD BUSINESS SCHOOL
B.B.A/ B.M.S - Management
Pune University
Similar Profiles
Sarankumar BSarankumar B
Assistant Manager at DBS BankAssistant Manager at DBS Bank
SANTHOSH KUMARSANTHOSH KUMAR
Treasures Relationship Manager at DBS BANKTreasures Relationship Manager at DBS BANK
Chiranjeevi EdlapalleChiranjeevi Edlapalle
Site Reliability Engineer – Digi Bank at DBS BankSite Reliability Engineer – Digi Bank at DBS Bank
Mirza IrsyadMirza Irsyad
Customer Service Officer at DBS BankCustomer Service Officer at DBS Bank
Pratik ChaflePratik Chafle
Data Engineer Manager at SaksoftData Engineer Manager at Saksoft