Imtiaz Prodhania
Associate Banker @Chase
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WORK HISTORY
Associate Banker @Chase
New York, NY, US
Identified cross-sell opportunities by proactively engaging clients, resulting in a consistent 20–30% increase in referrals to licensed bankers and financial advisorsUpheld operational excellence by implementing risk management protocols, fraud prevention measures, and security policies to safeguard client assets and maintain regulatory complianceAdvised clients on optimizing their cash flow and budgeting using Chase tools, leading to improved personal financial management and increased usage of digital banking productsConducted preliminary financial health assessments to prepare clients for meetings with relationship bankers and advisors, reducing prep time and improving conversion rates
EDUCATION
Baruch College
Bachelor of Business Administration - BBA, Economics
ABOUT IMTIAZ PRODHANIA
Hello, my name is Imtiaz Prodhania. As an Associate Banker at JPMorgan Chase & …
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