Music
Wealth Manager
ICICI Bank
2022.07 - Current
Shipra Srivastava
Wealth Manager
Noida,Uttar Pradesh
Timeline
MBA - Financial & Accounting Management, Human Resources Management
Galgotia Institute Of Management & Technology
2020.10 - 2022.06
Bachelor of Commerce
K.N.I.P.S.S.
2017.08 - 2023.05
Senior Secondary School (Commerce)
Kendriya Vidyalaya
2015.04 - 2017.05
High School
Kendriya Vidyalaya
04.2014 - 05.2015
Work History
Wealth Manager
ICICI Bank
Noida, Uttar Pradesh
2022.07 - Current
- A significant part of a wealth manager's role involves managing and allocating investments on behalf of clients.
- Analyze market trends, risk tolerance, and investment objectives to create a diversified portfolio that aligns with the client's goals.
- Identify potential risks to their financial stability and put in place strategies to mitigate those risks. This could involve insurance planning to cover unexpected events, like health issues or property damage.
- To collaborate with tax professionals to optimize their clients' tax strategies. They look for opportunities to reduce tax liability and improve overall financial efficiency.
- Keep clients updated about their financial progress, market trends, and any adjustments made to their financial plans.
Overview
1
1
year of professional experience
2
2
Languages
11
11
years of post-secondary education
Work Preference
Work Type
Full TimeLocation Preference
RemoteHybridOn-SiteImportant To Me
Work-life balanceCompany CultureCareer advancementHealthcare benefitsFlexible work hoursPersonal development programsTeam Building / Company RetreatsWork from home optionSkills
- Relationship building and management
- Tax planning
- Accounting skill
- Financial Management
- Analytical and Critical Thinking
- Cash flow management
- Management skill
- Cost Optimization
- Budgeting
- Forecasting
- Cost Synergies
- Financial Analysis
- MS Office Suite
- Excel
- Business Finance
- Project Management
Interests
Travelling
Education
MBA - Financial & Accounting Management, Human Resources Management
Galgotia Institute Of Management & Technology
Greater Noida 2020.10 - 2022.06
Bachelor of Commerce
K.N.I.P.S.S.
Sultanpur 2017.08 - 2023.05
Senior Secondary School (Commerce)
Kendriya Vidyalaya
Sultanpur 2015.04 - 2017.05
High School
Kendriya Vidyalaya
Sultanpur 04.2014 - 05.2015
Certification
- Regional level sports certificate
- Regional level group singing competition
- CCC & Tally course
- 2 Year DCA course
- Financial market from SHINE PROJECT
Accomplishments
- Placement Coordinator
- Senior leader in co-curricular activities
- School house captain
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