Senior Apac Sales And Client Service Analyst
Current
Aug 2024 - Present
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Tripti Sharma Email & Phone Number
Sr. Sales and Client Service Analyst | Ex- Morningstar | Financial Analysis | Customer Success | Client Experience | Sales | Key Account Management
at
Russell Investments
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Sr. Sales and Client Service Analyst | Ex- Morningstar | Financial Analysis | Customer Success | Client Experience | Sales | Key Account Management
Location
Mumbai Metropolitan Region, India, India
Company size
Who is Tripti Sharma? Overview
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Quick answer
Tripti Sharma is listed as Sr. Sales and Client Service Analyst | Ex- Morningstar | Financial Analysis | Customer Success | Client Experience | Sales | Key Account Management at Russell Investments, a company with 1674 employees, based in Mumbai Metropolitan Region, India, India. AeroLeads shows a matched LinkedIn profile for Tripti Sharma.
Tripti Sharma previously worked as Senior APAC Sales and Client Service Analyst at Russell Investments and Associate Team Lead at Morningstar. Tripti Sharma holds Master'S Degree, Finance, General, A from Bharti Vidyapeeth Institute Of Management Studies And Research.
Company email context
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Russell Investments
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Profile bio
About Tripti Sharma
At Morningstar, I lead a team of product consultants who provide quick and reliable support to our clients in the financial data and software industry. I plan and implement training for new team members, create SOPs, and automate tasks to enhance efficiency and quality. I have been recognized as a Star of the Quarter and a Star of the Month multiple times for my outstanding performance and best in class client experience. I have a Master's Degree in Finance from Bharti Vidyapeeth Institute of Management Studies And Research, and I have acquired skills in Microsoft Excel, PowerPoint, Customer Service, Financial Modeling, and Forecasting. I am passionate about helping our clients achieve their financial goals and delivering high-quality products and services. I am always eager to learn new things and improve my competencies.
Current workplace
Tripti Sharma's current company
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Russell Investments
8 roles
Tripti Sharma work experience
A career timeline built from the work history available for this profile.
Associate Team Lead
Jan 2023 - Apr 2024
Senior Product Consultant
Oct 2021 - Jan 2023
Product Consultant
Jul 2019 - Sep 2021
Customer Support Representative
Client Support Representatives (CSRs) role includes advising HNI investors on HDFC Mutual Funds schemes and resolving their queries related to market scenario. They also help the investors with Non-Financial Transactions. They also have to be abreast of micro & macroeconomic indicators, global & domestic financial markets and impact on stock movements.
Feb 2018 - Jun 2019
Sales Development Manager
Hdfc Life
I was responsible for sales of Life Insurance to bank customers. Cross-selling and sourcing new business from bank channels is my forte. Increased sales by 110% and Bancassurance Team performance by 35%.
Nov 2016 - Sep 2017
Financial Analyst
My responsibility as a Financial Analyst was to manage client's portfolios based on fundamental as well as technical analysis of the markets. I gave them the opportunity to diversify their funds and create wealth.Managed wealth of over 1 crore for a client base of seven customers.
Apr 2016 - Oct 2016
May 2015 - Jun 2015
Team & coworkers
Colleagues at Russell Investments
Other employees you can reach at russellinvestments.com. View company contacts for 1674 employees →
NS
Nicko Saputra
Colleague at Russell Investments
Indonesia, Indonesia
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SA
Stephen Appleton
Colleague at Russell Investments
London, England, United Kingdom, United Kingdom
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MY
Min Yoon
Colleague at Russell Investments
Greater Sydney Area, Australia
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ER
Emir Rahimov
Colleague at Russell Investments
Krasnodar, Russia, Russian Federation
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DL
Dylan Leptich
Colleague at Russell Investments
United States, United States
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AN
Aashna Nandu
Colleague at Russell Investments
Mumbai, Maharashtra, India, India
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SG
Shubhada Gore
Colleague at Russell Investments
Mumbai, Maharashtra, India, India
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AY
Antony Yarbrough
Colleague at Russell Investments
South Windham, Connecticut, United States, United States
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DM
Debra Mclane
Colleague at Russell Investments
Atlanta Metropolitan Area, United States
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LM
Linda Meade
Colleague at Russell Investments
Chapel Hill, North Carolina, United States, United States
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Nicko Saputra
Colleague at Russell Investments
Indonesia, Indonesia
View →
SA
Stephen Appleton
Colleague at Russell Investments
London, England, United Kingdom, United Kingdom
View →
MY
Min Yoon
Colleague at Russell Investments
Greater Sydney Area, Australia
View →
ER
Emir Rahimov
Colleague at Russell Investments
Krasnodar, Russia, Russian Federation
View →
DL
Dylan Leptich
Colleague at Russell Investments
United States, United States
View →
AN
Aashna Nandu
Colleague at Russell Investments
Mumbai, Maharashtra, India, India
View →
SG
Shubhada Gore
Colleague at Russell Investments
Mumbai, Maharashtra, India, India
View →
AY
Antony Yarbrough
Colleague at Russell Investments
South Windham, Connecticut, United States, United States
View →
DM
Debra Mclane
Colleague at Russell Investments
Atlanta Metropolitan Area, United States
View →
LM
Linda Meade
Colleague at Russell Investments
Chapel Hill, North Carolina, United States, United States
View →
2 education records
Tripti Sharma education
Master'S Degree, Finance, General, A
Bharti Vidyapeeth Institute Of Management Studies And Research
Bachelor’S Degree, Finance And Financial Management Services, A
Bharti Vidyapeeth Institute Of Management Studies And Research
FAQ
Frequently asked questions about Tripti Sharma
Quick answers generated from the profile data available on this page.
What company does Tripti Sharma work for?
Tripti Sharma works for Russell Investments.
What is Tripti Sharma's role at Russell Investments?
Tripti Sharma is listed as Sr. Sales and Client Service Analyst | Ex- Morningstar | Financial Analysis | Customer Success | Client Experience | Sales | Key Account Management at Russell Investments.
Where is Tripti Sharma based?
Tripti Sharma is based in Mumbai Metropolitan Region, India, India while working with Russell Investments.
What companies has Tripti Sharma worked for?
Tripti Sharma has worked for Russell Investments, Morningstar, Cams Nps, Hdfc Life, and Dana Growth India Pvt Ltd.
Who are Tripti Sharma's colleagues at Russell Investments?
Tripti Sharma's colleagues at Russell Investments include Nicko Saputra, Stephen Appleton, Min Yoon, Emir Rahimov, and Dylan Leptich.
How can I contact Tripti Sharma?
You can use AeroLeads to view verified contact signals for Tripti Sharma at Russell Investments, including work email, phone, and LinkedIn data when available.
What schools did Tripti Sharma attend?
Tripti Sharma holds Master'S Degree, Finance, General, A from Bharti Vidyapeeth Institute Of Management Studies And Research.
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