Sweta
Investment professional with 6+ years in client relationships, portfolio advisory, and financial analysis. AMFI, NISM, IRDA certified; skilled in performance reporting, Excel, and compliance.
- Role
- Manager Corporate and Investment Banking at HSBC
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
Experience
Manager Corporate and Investment Banking
Jul 2023 — Present · Gurugram, IN
Manage relationships with large, mid, and small corporate clients, optimizing asset, liability, and investment portfolios. Drive recurring business in investment-linked products, loans, CASA, and fee-based financial solutions aligned to client objectives. Analyze corporate financials and recommend structured investment strategies to enhance portfolio returns.Prepared analytical reports and dashboards for senior stakeholders, summarizing financial performance and investment insights for decision-making. Coordinated with global teams to gather market intelligence on asset classes and investment strategies for client portfolio enhancement. Interacted with international clients and global stakeholders to ensure accurate investment data reporting, compliance with global standards, and timely performance updates. Ensured adherence to international compliance standards and regulatory frameworks while managing client portfolios across multiple jurisdictions.
Education
ICICI Manipal Academy
Post Graduate Diploma in Banking, Banking and Financial Support Services
2019 — 2019
Gossner College
Bachelor of Commerce - BCom, Accountancy
2012 — 2015
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