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Prarthana Sharma

@prarthanasharma1

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Banking consultant at HDFC Bank managing $20M+ portfolios and delivering over 100% YoY portfolio revenue growth.

India

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What I'm looking for

I'm targeting Banking Consultant or Business Analyst roles, bringing together my banking domain experience and technology background.

At HDFC Bank Ltd, I manage high-net-worth and corporate portfolios valued at $20M+. My financial evaluations identified growth opportunities, contributing to over 100% YoY portfolio revenue growth.

I analyze client needs and advise on tailored Retail & Business Asset products, including loans and trade credit lines. I also maintain portfolio health through financial checks and risk mitigation protocols.

Previously, at Nuvama Wealth Management, I advised HNW clients on AIF, Mutual Funds, and Insurance, and implemented portfolio rebalancing frameworks. At ICICI Bank Ltd, I partnered with credit, compliance, and operations teams to streamline onboarding workflows and enforce KYC/AML compliance.

Experience

Work history, roles, and key accomplishments

Current

Preferred Relationship Manager / Functional Specialist

Current

HDFC Bank Ltd

Mar 2023 - Present (3 years 7 months)

Managed high-net-worth and corporate portfolios valued at $20M+, delivering over 100% YoY portfolio revenue growth. Analyzed client needs to structure tailored Retail & Business Asset products and maintained portfolio health through risk mitigation protocols.

Portfolio Management Financial Analysis Product Advisory Risk Mitigation KYC AML SQL Excel Data Analysis

Branch Manager / Wealth Solution Lead

Nuvama Wealth Management

Jul 2022 - Mar 2023 (8 months)

Advised HNW clients on structured wealth products including AIF, mutual funds, and insurance, and directed branch operations while managing relationship managers. Implemented portfolio rebalancing frameworks to expand Total Relationship Value.

Wealth Management AIF Mutual Funds Insurance Investment Portfolio Rebalancing Team Leadership Client Advisory

Burgundy Relationship Manager

Axis Bank Ltd

Aug 2021 - Jul 2022 (11 months)

Provided end-to-end portfolio management for 150+ elite Burgundy retail and SME accounts, consistently exceeding targets for loans, credit cards, and trade finance. Spearheaded customer acquisition campaigns, driving 20% growth in branch client base.

Portfolio Management Client Acquisition Relationship Management Trade Finance Sales Strategy

Wealth Manager / Operations & Compliance Lead

ICICI Bank Ltd

Jul 2014 - Nov 2020 (6 years 4 months)

Partnered with credit, compliance, and operations teams to streamline onboarding workflows and enforce KYC/AML compliance. Managed a diverse portfolio of retail wealth accounts, running yield analyses to maximize client ROI and meet liquidity goals.

Wealth Management KYC AML Compliance Portfolio Optimization Yield Analysis Cross Functional Collaboration