Ria Chande
Chicago
Summary
Adept finance masters student at DePaul University, Kellstadt Graduate School of Business. Financial professional with 6+ years of relevant banking experience with proven skills in client relationship management, leadership, financial and investment acumen; A collaborative and analytical thinker that thrives in fast-pace team settings. Motivated to grow and excel in future business and finance roles.
Overview
7
7
years of professional experience
Work History
Licensed Relationship Banker/Small Business Specialist
JP Morgan Chase
04.2021 - Current
- Acquire, retain, deepen, and manage relationships with clients by tailoring financial products based on present and future needs.
- Manage an assigned portfolio, using CRM tool Salesforce, of 200+ personal and business clients. Maintaining above 90% contact made with assigned clients weekly.
- Partnering and supporting 3 financial specialists (Mortgage Advisors, Financial Advisors, and Business Relationship Managers)
Personal Banker
JP Morgan Chase
09.2019 - 04.2021
- Partnered with 3 branch specialists: Financial Advisors, Mortgage Bankers, Business Bankers
- Assisted and identified opportunities by reaching out to 100+ clients per month using CRM platform, Salesforce.
- Tailoring innovative financial solutions to meet customer needs and provide competitive edge.
Associate Banker
JP Morgan Chase Bank
05.2017 - 09.2019
- Executed customer everyday banking transactions including deposits, withdrawals by following banking policies and procedures.
- Educated customers on processing everyday transactions through digital self servicing options including Chase online services.
Education
Master of Science - Finance
DePaul University
Chicago, IL08.2025
Bachelors - Marketing, Sales Leadership
DePaul University
Chicago, IL03.2022
Associate of Science -
College of DuPage
Glen Ellyn, ILSkills
- Interpersonal Communication Skills
- Data Analytics
- CRM and Salesforce Integration
- Microsoft Office Suite
Academic Projects
Harvard Business Case Study - Ocean Carriers
- Formulated a financial analysis and memorandum on whether client, Ocean Carriers, should invest in a shipping acquisition.
- Considered market conditions, tax implications, depreciation cost, and other potential scenarios to make an investment recommendation
- Calculated projected 25 years of cashflows and Net Present Value using Microsoft Excel to formulate a thesis in the financial analysis.
Affiliations
- PANGEA Publishing Volenteer, Jan. 2022 to March 2022
- Women In Business, Winter Quarter 2021
- Member, NextGEN, 2019 to Current
- Member, Women on the Move, 2019 to Current
- Member, Pride, 2019 to Current
Licenses/Certifications
- Notary Public Certification & NMLS License
- Office2019: Microsoft Office Specialist: Excel Associate
- Securities Industry Essentials (SIE)
- Series 6, Series 63, Life Insurance License
- Cornell University Data Analytics Certification
Timeline
Licensed Relationship Banker/Small Business Specialist
JP Morgan Chase
04.2021 - Current
Personal Banker
JP Morgan Chase
09.2019 - 04.2021
Associate Banker
JP Morgan Chase Bank
05.2017 - 09.2019
Master of Science - Finance
DePaul University
Bachelors - Marketing, Sales Leadership
DePaul University
Associate of Science -
College of DuPage
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