Sneha V
Faculty Associate
- Teaching
About
Finance and Marketing professional with hands-on experience at Candor Finserv and JP Morgan Chase & Co., specializing in loan processing i.e deal closing and funding, KYC compliance, client risk profiling, mutual funds, digital-content marketing and investment planning. Skilled in financial modeling, business analysis(CCBA),and Excel-based forecasting. Proven ability to interpret financial and marketing trends and support data-driven decision-making across diverse financial and marketing operations.
Operation Executive, Candor FinServ, 2023 - 2024
Loan Processor( Deal Closing & Funding) (Consultant), JP Morgan Chase & Co., 2024 - 2024
Faculty Associate, PES University, 2024 - Till date
Skilled in financial modeling, business analysis, and Excel-based forecasting. Certified in NSE Financial Markets (NCFM), Project Management (NPTEL), Business English (BEC). Gained global exposure through the Kuala Lumpur Immersion Program at APU University, Malaysia, enhancing cross-cultural financial acumen and international business perspective.
Completed Kuala Lumpur Immersion Program at APU University, Malaysia Recognized with: Individual Championship Trophy Runner-up – Invigorate Economy Competition Finest Student Achievement Award BEC – Business English Certification Completed French A1 & A2 Certification Appreciation for Excellence in Work at Candor FinServ
Indian Financial System (B.com)
Research Methodology (B.com)
EVS (B.com)
Analyzed recent financial performance trends to assist in investment planning and client advisory.
Conducted client risk profiling and developed customized investment strategies based on financial goals.
Handled KYC processing, compliance checks, and client documentation for onboarding.
Processed externally agented deals and supported loan documentation and agreement reviews at JP Morgan Chase & Co.
Evaluated risk-free rates and credit agreements to understand regulatory aspects of lending.
Assisted in designing and promoting financial products such as mutual funds and ULIPs.
Contributed to marketing initiatives by supporting product awareness campaigns and identifying potential leads.
Engaged in customer relationship management, improving client satisfaction and retention through proactive support.
Utilized tool like Excel to create dashboards and visualize market and client data.
Applied strategic planning skills to align investment products with market trends and customer needs.
Participated in market research to assess customer behavior and support targeted financial solutions.
Assisted in developing marketing content and presentations to pitch financial solutions to clients.
Civic Sense and Responsibilities: Dearth of Civic Awareness Among Indians A socially-driven study aimed at understanding the lack of civic sense in Indian society. The project explored behavioral patterns, civic responsibility gaps, and the impact of poor public discipline, proposing awareness-based interventions and educational strategies to foster responsible citizenship.
The Comparative Study on SIP and Lump Sum in Mutual Fund Products This project focused on analyzing the performance and investor benefits of Systematic Investment Plans (SIP) versus lump sum investments. Using the XIRR method and an asset allocation model, the study aimed to guide investors in making informed decisions based on return consistency, risk appetite, and market timing.
The Study on Safeguarding Consumer Data and Privacy in Digital Marketing This research examined the growing importance of data privacy in the digital space. Through primary data collection, it analyzed how businesses collect, use, and protect consumer data in online marketing, highlighting best practices for compliance, security measures, and consumer trust building.
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Education
Master of Business Administration (Finance & Marketing), Global Academy Of Technology, 2024
Bachelor of Commerce, PES University, 2022
Class 12, PES PU College, 2019
Class 10, NET PUBLIC SCHOOL (ICSE), 2017