Open to opportunities

S J

@sj04

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Paraplanner with 4+ years supporting wealth managers through analysis and compliant financial plans.

India

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What I'm looking for

I’m looking to support advisory teams with strong client analytics, compliant documentation, and financial planning software—helping clients with wealth management, portfolio analytics, SIPs, and long-term goals in a growth-focused environment.

I’m a Paraplanner with 4+ years of experience in banking and wealth management, supporting financial advisors with comprehensive plan construction and client recommendations. I help turn client data into actionable strategies while keeping documentation compliant.

In my roles at ICICI Bank Limited and ICICI Securities Limited, I managed affluent customer portfolios and delivered customized wealth and financial planning solutions. I conduct customer analytics, financial analysis, investment and market research, and use financial planning software to model cash flow and project long-term goals.

I’m also skilled in portfolio analytics and advisory across SIPs, retirement planning, and long-term wealth creation, while maintaining strong client relationships. With advanced Excel and financial planning software, I’m comfortable working autonomously in a remote setup.

Experience

Work history, roles, and key accomplishments

Branch Banking Relationship Manager

ICICI Bank Limited

May 2024 - Oct 2025 (1 year 5 months)

Managed affluent customer portfolios and delivered customized wealth and financial planning solutions. Performed customer analytics and financial analysis, using financial planning software to model cash flow and support compliant recommendations.

Wealth Management Financial Planning Portfolio Management Customer Analytics Financial Analysis Financial Modeling Regulatory Compliance Spreadsheets

Sales Officer

Star Union Dai-ichi Life Insurance

Dec 2023 - Apr 2024 (4 months)

Analyzed customer financial profiles and recommended suitable protection solutions. Supported sales activities by matching client needs to appropriate insurance recommendations.

Insurance Advisory Sales

Financial Consultant

ICICI Securities Limited

Dec 2021 - Nov 2023 (1 year 11 months)

Managed portfolios across stocks, mutual funds, bonds, insurance, and fixed-income products using financial planning software. Conducted portfolio analytics and market research to provide data-driven recommendations, including SIP and retirement planning.