Neha Sharma

Private Banking Manager

Role: Private Banking Manager at Aditya Birla Group
Location: Mumbai, MH, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Neha Sharma

Experienced Financial Analyst with a demonstrated history of working in the information technology and services industry. Skilled in Customer Service, Data Entry, Data Analysis, Customer Satisfaction, and Project Management. Strong finance professional with a bachelor of banking and Insurance focused in banking & insurance from DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI.

Experience

Private Banking Manager
Aditya Birla Group
Jul 2025 — Present · Mumbai, IN
Manage and grow client portfolios through goal-based investment strategies*Provide regular portfolio reviews and performance updates to clients*Guide clients on asset allocation across mutual funds, debt, and other investment products*Understand client financial goals and risk appetite to deliver personalized wealth solutions*Assist clients with long-term wealth creation, tax-efficient investing, and financial planning*Build and maintain strong client relationships through proactive engagement and trust-based advisory*Monitor market trends and align portfolios accordingly to optimize returns

Education

DURGADEVI SARAF INSTITUTE OF MANAGEMENT STUDIES, MUMBAI
bachelor of banking and Insurance, banking & insurance
2013 — 2015

Contact information

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Work email
•••••@adityabirla.com
Personal email
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Current company

Aditya Birla Group

Executive Offices · 84K employees · Mumbai, India

With a rich legacy spanning over 165 years, Aditya Birla Group is a story of enriching lives, pioneering change, and leaving an indelible mark globally. Our success aligns with our philosophy of being A Force for Good. Operating in over 41 countries, we’re a powerhouse of innovation and customer-centricity. Our businesses have flourished into global leaders in key industries such as aluminium rolling, viscose staple fibre, carbon black, cement, financial services, fashion, hospitality, jewellery, entertainment and more. Today, we are a US$ 65Bn global conglomerate with a market cap of over US$ 100Bn*. Some of our recent achievements: Our journey of expansion continues with significant milestones achieved in 2024. We have ventured into branded retail jewellery with Indriya. Our recent foray into paints sector, under the brand name, Birla Opus, demonstrates our commitment to exploring new horizons across 300 towns. With our expansion into the premium casual dining segment through our new-age hospitality arm we are celebrating the power of global cuisines in bringing people together. Birla Pivot, our B2B e-commerce platform, a major extension to the building materials sector, serving as a comprehensive hub for all building material needs. With unwavering dedication, we endeavour to uplift communities socially and economically, enveloping them in the compassionate embrace of our commitment. Our efforts extend to 9,000 villages, impacting 11 million people annually. This includes providing skill based training for 100,000 individuals and immunizing with 100 million polio vaccinations. Learn more about who we are: www.adityabirla.com *End of Q3FY25 Follow us on: Twitter: @AdityaBirlaGrp Linkedin : @aditya-birla-group Instagram: @AdityaBirlaGrp YouTube: adityabirlagroup

adityabirla.com

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