Sakshi Chauhan
Investment Product Specialist Associate | 9 years experience | Investment Strategy | Product Lifecycle Management | Wealth Management | Digital Transformation | Portfolio Management | Client Relationship Management
- Role
- Associate at JPMorganChase
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Sakshi Chauhan
I am a dedicated and results-oriented professional with 9 years of extensive experience in Banking & Financial Services, specializing in investment and digital product ecosystems across wealth and private banking segments. Currently, I serve as an Investment Product Specialist Associate at J.P. Morgan Chase & Co, where I manage the end-to-end lifecycle of investment products, ensuring alignment with regulatory and client requirements. My expertise lies in product management, digital transformation, and portfolio management, with a strong focus on stakeholder engagement and strategic planning. Throughout my career, I have achieved significant milestones, including onboarding 30 new funds that enhanced product diversity and successfully launching Trade Emerge within the InstaBIZ app, which earned me the Game Changers Award at ICICI Bank. I have a proven track record of leveraging market insights and performance metrics to refine product strategies and drive business growth. My commitment to excellence is reflected in my ability to cultivate specialized knowledge in ESG investing and optimize investment strategies to enhance client satisfaction
Experience
Associate
Apr 2023 — Present · Mumbai, IN
In my current role, I manage the complete lifecycle of investment products across International Private Bank and US Private Bank platforms. I ensure that all products align with regulatory standards and client requirements while streamlining strategy closure processes in collaboration with Legal, Risk, and Operations. I coordinate the transition of model portfolio delivery to the WealthHub platform and standardize investment disclosures to meet evolving regulatory requirements. My responsibilities also include defining product governance frameworks, conducting market intelligence, and establishing performance monitoring mechanisms to track adoption and profitability.Achievements: I successfully onboarded 30 new funds, enhancing product diversity and driving revenue growth. I led the automation of strategy discontinuation workflows, reducing turnaround time by 50%. Additionally, I facilitated go-to-market strategies for new financial products, ensuring effective stakeholder communication and transparency regarding product performance.
Education
St. Marys Convent High School
Science
1998 — 2011
Techno India NJR Institute of Technology, Udaipur
Bachelor of Technology - BTech, Electrical, Electronics and Communications Engineering
2011 — 2015
Balaji Institute of Management and Human Resource Development
PGDM MARKETING, Marketing
2015 — 2017
Skills
- Microsoft Excel
- Powerpoint
- Customer Service
- Research
- Leadership
- Teaching
- Windows
- Teamwork
- Management
- Team Building
- C++
- English
- Microsoft Word
- Outlook
- Microsoft Office
- C
- Project Management
- Public Speaking
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