Yashpal Sharma

About Yashpal Sharma

I am a competent financial service professional with 23 years of core experience in Mutual Funds & Private Banking business in Sales/Investment Advisory as well as Customer Service, Call Centre, Operations & Compliance roles. My assignments have been in India (15 years), Hong Kong (4 years) & Jamaica (3 months). My front-line role in the Advisory, Broking, Private Banking & Mutual Fund business has led me to work in, & with, varied markets and segments of clients – including retail, VHNI, Corporate clients, & Banks. It has inculcated in me the sensitivity for adhering to the various regulatory norms that we operate in. My exposure to a wide range of financial products has also provided me with an opportunity to understand the working of these businesses and foster & nurture relationships. In 2011, I made a choice to move towards core Operations (middle/back-office) work and since then gained valuable experience & contributed in the areas of Customer Service, Operations, Compliance, Admin & HR. My work in financial services - Operations includes – Account Opening, KYC, Settlements, MIS – Reports, Reconciliations (monthly & annual), Auditor meetings, Vendor management, Online business set-up, Website content development, Projects for new system implementation, Regulatory compliance & support etc.

Experience

1. Lead - Business Development

   Sbi Mutual Fund

   Feb 2022 — Present · Gandhinagar, IN

   I am part of the team @ SBI MF in international funds business via AIF & PMS @ GIFT City, Gandhinagar.

Education

• Sinhgad Institute of Mgmt, Pune University

  Master of Business Administration (MBA)

  1996 — 1998

• Imarticus Learning

  Certified Investment Banking Operations Program (CIBOP)

  2016 — 2016

• St. Francis D'Sales High School (SFS), Nagpur

  SSC

  1981 — 1990

• Hislop College, Nagpur University

  BSc

  1993 — 1996