Summary
Overview
Work History
Education
Skills
Languages
Timeline
Licenses
Generic

HARSHA SAROA

Gilroy

Summary

Experienced with relationship management, driving client engagement and satisfaction. Utilizes negotiation and conflict resolution skills to create lasting business partnerships. Knowledge of strategic planning and collaboration to meet and exceed business goals.

Overview

11
11
years of professional experience

Work History

Business Relationship Manager

JP Morgan Chase Bank NA
10.2023 - Current
  • Utilized advanced financial analysis techniques to accurately assess client needs.
  • Maintained open lines of communication with stakeholders at all levels of the organization, fostering a culture of transparency and accountability.
  • Conducted thorough market research to identify emerging trends and inform business development efforts.
  • Boosted customer satisfaction through timely resolution of issues and proactive communication.
  • Developed customized solutions in response to unique client needs, fostering long-term partnerships.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

Chase Private Client Banker

JP Morgan Chase Bank NA
06.2018 - 09.2023
  • Enhanced branch revenue by identifying opportunities for cross-selling additional products and services.
  • Maintained compliance with regulatory requirements through diligent monitoring of transactions and documentation.
  • Supported colleagues during peak periods or staff absences, demonstrating adaptability and teamwork.
  • Educated clients on various investment products, enabling informed decisions regarding portfolio diversification.
  • Increased client satisfaction by providing personalized banking solutions tailored to individual needs.

Assistant Professor

Dehradun Institute of Technology
06.2014 - 10.2016
  • Evaluated student performance through comprehensive assessments, identifying areas of improvement and providing targeted feedback for growth.
  • Maintained an up-to-date knowledge of subject matter by attending conferences, workshops, and webinars relevant to the field of study.
  • Contributed to departmental goals by serving on various committees focused on curriculum development, assessment strategies, and accreditation requirements.
  • Revised course objectives, course materials, instructional and assessment strategies for electrical engineering courses.

Education

Master of Science - Power Systems

Delhi Technological University
Delhi, India
06-2014

Bachelor of Science - Electrical And Electronics Engineering

IP University
Delhi, India
06-2011

Skills

  • Client engagement
  • Influencing skills
  • Time management
  • Written and verbal communication
  • Cash handling
  • Relationship building and management
  • Credit history review

Languages

English
Full Professional
Hindi
Full Professional
Punjabi
Professional Working

Timeline

Business Relationship Manager

JP Morgan Chase Bank NA
10.2023 - Current

Chase Private Client Banker

JP Morgan Chase Bank NA
06.2018 - 09.2023

Assistant Professor

Dehradun Institute of Technology
06.2014 - 10.2016

Master of Science - Power Systems

Delhi Technological University

Bachelor of Science - Electrical And Electronics Engineering

IP University

Licenses

  • Series 6
  • Series 63
  • Notary Public

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HARSHA SAROA