Open to opportunities

Jessie Sharon

@jessiesharon

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Wealth management professional specializing in HNI/NRI advisory, portfolio optimization, and investment solutions.

India

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What I'm looking for

I seek a client-focused role in wealth/private banking where I can advise HNI/NRI clients, optimize portfolios, drive revenue through cross-sell, and grow within a collaborative, compliance-focused team.

I am a driven finance and banking professional with experience managing HNI and NRI client portfolios, delivering private banking solutions, and exceeding revenue and cross-sell targets through tailored investment strategies. I have a Master’s in Business and Finance and hands-on experience in portfolio advisory, credit assessments, mortgage lending, and regulatory compliance.

I combine strong technical skills in data analysis (Excel, Pivot, VLOOKUP, Power Query), Power BI, and SQL with client relationship development to create tax-efficient, goal-aligned investment plans. I am adept at lead generation, client acquisition, and long-term relationship management, focused on contributing to organizational growth and excellence in client service.

Experience

Work history, roles, and key accomplishments

Wealth Advisor (Intern)

Citi Bank

Jul 2025 - Sep 2025 (2 months)

Completed a portfolio construction simulation and designed tax-efficient investment strategies while strengthening client engagement through persuasive presentations. Aligned solutions to client objectives and risk profiles in wealth advisory scenarios.

Financial Planning Tax Strategy Power BI CRM

Investment Portfolio Manager

ICICI Bank

Feb 2022 - Jun 2024 (2 years 4 months)

Managed HNI and NRI client portfolios delivering private banking solutions and consistently exceeded revenue and cross-sell targets while ensuring regulatory compliance. Conducted credit assessments for NRI loans and supported risk analysis and portfolio monitoring to improve investment outcomes.

Wealth Management NRI Banking Cross Selling Risk Analysis

Business Development Analyst

K & A Engineering Consulting, P.C.

May 2021 - Jul 2021 (2 months)

Developed go-to-market strategies and implementation roadmaps for IT helpdesk outsourcing, conducted market analysis, and prepared RFPs and high-level estimates to drive client adoption and operational efficiency. Recommended budget and ticketing frameworks to improve scalability.

Go To Market Strategy Market Analysis RFP Sales Enablement Project Roadmapping

Financial Analyst Intern

Millennium Bank

Oct 2019 - Jun 2020 (8 months)

Built financial models and forecasts to evaluate performance, supported valuation exercises and conducted industry research to inform strategic decisions and accelerate reporting processes. Prepared management reports highlighting growth opportunities.

Financial Modeling Forecasting Valuation Market Research Reporting Risk Analysis Excel

Education

Degrees, certifications, and relevant coursework

Jagiellonian University

Master of Science, Business and Finance

2020 -

Grade: 4.5 / 5

Master’s in Business and Finance with coursework and practical experience in wealth management, investment strategies, and client advisory; graduated with GPA 4.5/5.

Jawaharlal Nehru Technological University, Visakhapatnam

Bachelor of Engineering, Computer Science Engineering

2016 -

Grade: 4 / 5

Bachelor’s degree in Computer Science Engineering with foundational training in software, data analysis tools, and technical skills; graduated with GPA 4/5.