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Bhavya . Email & Phone Number
Senior Team Associate - Wealth and Investment Management
at
Bank of America
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Team Associate - Wealth and Investment Management
Location
Delhi, India
Company size
Who is Bhavya .? Overview
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Quick answer
Bhavya . is listed as Senior Team Associate - Wealth and Investment Management at Bank of America, a with 232061 employees, based in Delhi, India. AeroLeads shows a matched LinkedIn profile for Bhavya ..
Bhavya . previously worked as Senior Team Associate - Wealth & Investment Management at Bank Of America and Team Associate - US Mortgages at Bank Of America. Bhavya . holds B.A. Honours, Business/Managerial Economics (Bbe) from Delhi University.
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Email format at Bank of America
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Bank of America
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Profile bio
About Bhavya .
- A highly motivated and detail-oriented wealth management professional with a certain amount of knowledge in finance aims to have a career in wealth/asset management services to apply critical thinking and analytical skills in order to meet organizational and personal goals and grow mutually. I’m not only good at communication but have proven my ability to provide solutions for problems and be diligent towards the work with attention to detail.- Currently, I'm a CFA level 2 candidate and aim to have a career that incorporates my education and values of sustainable learning.- Published article on medium.com in an online publication "ILLUMINATION" with more than 60K followers.- Published article on ThePrint newspaper
Current workplace
Bhavya .'s current company
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Bank Of America
6 roles
Bhavya . work experience
A career timeline built from the work history available for this profile.
Senior Team Associate - Wealth & Investment Management
Current• Due diligence in areas related to Chief Investment Office (equities and fixed income) portfolios, investment products/strategies, factsheets and tear sheets to assist the onshore (US) portfolio managers and strategists in BofA Private Bank and Investment Solutions Group (ISG).• Quality assurance for portfolio administration encompassing client presentations and periodic portfolio performance reporting in factsheets and tear sheets. • Research across equities and fixed income leveraging financial applications like Bloomberg along with fulfilling the other ad-hoc projects and work requests. • Ad-hoc Project – Quality assurance regarding American Disability Act (ADA) compliance on the client presentations and client approved documents. Trained and guided my team regarding the same.
Dec 2022 - Present
Team Associate - Us Mortgages
• Due diligence on property and casualty (P&C) insurance policies. • Managed the front end research related to collateral with P&C insurance companies for residential and commercial mortgage lending.• Strategized to improve the audit efficiency by 70% through an initiative to use the additional internal application.• Audited pre-funding and post-funding property insurance policy for property valuation approach and certain parameters from the insurance policy for residential and commercial mortgage lending. • Ad-hoc Project - Audited business and personal tax forms for the adherence to policies, processes, guidelines and applicable regulatory requirements under the paycheck protection program announced by US government - the Coronavirus Aid, Relief, and Economic Security Act (CARES ACT) project for supporting small businesses through lending during Covid-19.
Jan 2021 - Dec 2022
Associate Consultant
• Strategized to grow the banking and financial products business under consumer banking (Dubai). • Created 10000+ sales leads per month for banking and financial products.
Jun 2020 - Dec 2020
Business Growth Management
• Managed the operations tasks and assisted for overall strategic planning with head salon team• Scaled the category, onboarded the field auditors and salon professionals in specific hubs. • Proactively used tableau to access information on professionals. Prepared performance measurement and customer experience reports for the audit of the category operations and salon business growth.
Jul 2018 - Sep 2018
Apr 2016 - Mar 2018
Team & coworkers
Colleagues at Bank of America
Other employees you can reach at bankofamerica.com. View company contacts for 232061 employees →
RM
Rick Mcgraw
Colleague at Bank Of AmericaKansas City, Kansas, United States
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WE
Worst Enemy
Colleague at Bank Of AmericaBronx, New York, United States
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KS
Kavishna Sekar
Colleague at Bank Of AmericaIndia
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TF
Thonia Faith
Colleague at Bank Of AmericaLagos, Lagos State, Nigeria
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BM
Beulah Margaret
Colleague at Bank Of AmericaChennai, Tamil Nadu, India
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YR
Yeshashwini Rajshekar
Colleague at Bank Of AmericaDublin, County Dublin, Ireland
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DL
Drayselix Leon Suarez
Colleague at Bank Of AmericaSt Petersburg, Florida, United States
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TM
Teresa Meyer
Colleague at Bank Of AmericaSan Francisco Bay Area, United States
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JK
Jessika Kuhle
Colleague at Bank Of AmericaParis, Île-De-France, France
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AS
Akhilesh Saini
Colleague at Bank Of AmericaMathura, Uttar Pradesh, India
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Rick Mcgraw
Colleague at Bank Of AmericaKansas City, Kansas, United States
View →
WE
Worst Enemy
Colleague at Bank Of AmericaBronx, New York, United States
View →
KS
Kavishna Sekar
Colleague at Bank Of AmericaIndia
View →
TF
Thonia Faith
Colleague at Bank Of AmericaLagos, Lagos State, Nigeria
View →
BM
Beulah Margaret
Colleague at Bank Of AmericaChennai, Tamil Nadu, India
View →
YR
Yeshashwini Rajshekar
Colleague at Bank Of AmericaDublin, County Dublin, Ireland
View →
DL
Drayselix Leon Suarez
Colleague at Bank Of AmericaSt Petersburg, Florida, United States
View →
TM
Teresa Meyer
Colleague at Bank Of AmericaSan Francisco Bay Area, United States
View →
JK
Jessika Kuhle
Colleague at Bank Of AmericaParis, Île-De-France, France
View →
AS
Akhilesh Saini
Colleague at Bank Of AmericaMathura, Uttar Pradesh, India
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2 education records
Bhavya . education
B.A. Honours, Business/Managerial Economics (Bbe)
Commerce, Mathematics
FAQ
Frequently asked questions about Bhavya .
Quick answers generated from the profile data available on this page.
What company does Bhavya . work for?
Bhavya . works for Bank of America.
What is Bhavya .'s role at Bank of America?
Bhavya . is listed as Senior Team Associate - Wealth and Investment Management at Bank of America.
Where is Bhavya . based?
Bhavya . is based in Delhi, India while working with Bank of America.
What companies has Bhavya . worked for?
Bhavya . has worked for Bank Of America, Policybazaar Uae, Urban Company, and Self Employed.
Who are Bhavya .'s colleagues at Bank of America?
Bhavya .'s colleagues at Bank of America include Rick Mcgraw, Worst Enemy, Kavishna Sekar, Thonia Faith, and Beulah Margaret.
How can I contact Bhavya .?
You can use AeroLeads to view verified contact signals for Bhavya . at Bank of America, including work email, phone, and LinkedIn data when available.
What schools did Bhavya . attend?
Bhavya . holds B.A. Honours, Business/Managerial Economics (Bbe) from Delhi University.
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