Shreya Jain
HSBC - Global Markets and Securities||CFA level 2 candidate||
- Role
- Assistant Manager Operation at HSBC
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Shreya Jain
As a Financial Advisor at ICICI Securities, I leverage my PGPM in Finance and my equity research and advisory skills to generate brokerage and manage AUM for 200+ clients, including HNIs and retail customers. I have achieved 158% business revenue generation with respect to pro-rata FY22 targets, thanks to my analytical skills, client handling abilities, and market knowledge.I am passionate about providing customized and value-added solutions to my clients, based on their financial goals, risk appetite, and portfolio performance. I also coordinate with other departments, such as Risk, Operations, and Research, to ensure client satisfaction and grievance management. I am proficient in using advanced Excel, MS Word, and MS Access, and I have completed multiple certifications in finance foundations, risk management, equity research, and financial modeling.
Experience
Assistant Manager Operation
Feb 2024 — Present · Mumbai, IN
Education
ICFAI Business School
PGPM, Core - Finance
2019 — 2021
St Mary's Convent Senior Secondary School
Commerce
Mohanlal Sukhadia University
Bachelor of Commerce - BCom, Business/Commerce, General
2015 — 2018
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