Sakshi Tripathi
Analyst at JP Morgan Chase & Co.
- Role
- Analyst - Wealth Management at JPMorganChase
- Location
- Mumbai, IN
- LinkedIn followers
- 500 followers
About Sakshi Tripathi
I am a Senior Analyst at J.P. Morgan’s Global Private Bank, specializing in delivering…
Experience
Analyst - Wealth Management
Oct 2023 — Present · Mumbai, IN
I support Private Bankers and High Net Worth clients by delivering bespoke mortgage solutions that integrate into broader wealth strategies. Acting as the primary point of contact, I manage the full lending journey — from structuring applications to funding — with a focus on precision, compliance, and client experience. Client & Stakeholder EngagementPartner with bankers and clients to design tailored mortgage strategies aligned with wealth preservation, liquidity, and tax-aware borrowing.Serve as liaison between clients and third-party stakeholders including attorneys, title agents, property managers, and insurance providers, ensuring smooth execution.Collaborate with internal partners — Underwriting, Processing, Risk & Compliance, Legal, Capital Advisors, and Closing — to accelerate deal flow and meet client deadlines. Portfolio & Transaction OversightManage a pipeline of high-value mortgage applications, ensuring accuracy, regulatory adherence, and on-time execution.Provide clear updates to clients, bankers, and family offices, ensuring transparency throughout the lending process. Strategic Insights & Process OptimizationConduct financial and market analysis (liquidity assessments, feasibility studies, market research) to guide lending decisions and identify growth opportunities.Contribute to automation initiatives, process redesign, and development of job aids and workflows to drive efficiency across mortgage operations.
Education
Cardiff Metropolitan University
Master of Business Administration - MBA
2019 — 2020
AKS University, Satna (M.P.)
Bachelor of Commerce - BCom
2015 — 2018
Kendriya Vidyalaya
Secondary Education
2012 — 2013
School of Management – UAi
PGDM
2019 — 2020
Kendriya Vidyalaya
Senior Secondary Education
2014 — 2015
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