Sakshi Mehra Email & Phone Number | An MBA with over 12 years of experience in Wealth Planning and Personal Financial Advice. An effective communicator, I can relate with people to find common ground. My interpersonal skills enable to me build excellent relationships with the customers, understanding their financial requirement, deciding on the milestones, and detailing out the investment plan. I am an organised and self-directed professional who is independent, can collaborate with key stakeholders and customers alike, at the same time a team player as well as a team builder. While managing teams, I have successfully taken up projects from initiation stage, imparted qualitative trainings and shared knowledge with team members, leading to timely completion of the projects, achieving both the business and individual goals. In managing business situations, I follow a flexible and detail-oriented approach to interpret and analyse large data sets and use them to make impactful business decisions, meeting both the organisation and customer needs.

Sakshi Mehra

An MBA with over 12 years of experience in Wealth Planning and Personal Financial Advice. An effecti...
Singapore

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Sakshi Mehra’s Location Singapore

Sakshi Mehra’s Current Industry Prudential Assurance

Sakshi Mehra’s Prior Industry Wealth Solutions | Icici Bank | Hsbc

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Financial Consultant

2020-10-01 00:00:00 - Present

Business Consultant

2017-09-01 00:00:00 - 2019-03-01 00:00:00

Investment Advisor

2014-04-01 00:00:00 - 2017-08-01 00:00:00

Senior Financial Planning Assistant

2008-03-01 00:00:00 - 2009-04-01 00:00:00

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Sakshi Mehra is a An MBA with over 12 years of experience in Wealth Planning and Personal Financial Advice. An effective communicator, I can relate with people to find common ground. My interpersonal skills enable to me build excellent relationships with the customers, understanding their financial requirement, deciding on the milestones, and detailing out the investment plan. I am an organised and self-directed professional who is independent, can collaborate with key stakeholders and customers alike, at the same time a team player as well as a team builder. While managing teams, I have successfully taken up projects from initiation stage, imparted qualitative trainings and shared knowledge with team members, leading to timely completion of the projects, achieving both the business and individual goals. In managing business situations, I follow a flexible and detail-oriented approach to interpret and analyse large data sets and use them to make impactful business decisions, meeting both the organisation and customer needs.