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Sumit Kumar Sharma Email & Phone Number
Chief of Staff
at
Green Portfolio
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Who is Sumit Kumar Sharma? Overview
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Quick answer
Sumit Kumar Sharma is listed as Chief of Staff at Green Portfolio, a with 48 employees, based in Delhi, India. AeroLeads shows a matched LinkedIn profile for Sumit Kumar Sharma.
Sumit Kumar Sharma previously worked as Manager of Finance and Business Alliances at Vallum Capital Advisors and Deputy Manager of Finance and Business Alliances at Vallum Capital Advisors. Sumit Kumar Sharma holds Master Of Management Studies, Finance from Rizvi Institute Of Management Studies And Research.
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Green Portfolio
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Profile bio
About Sumit Kumar Sharma
I am a finance and business alliances professional, recognized for my ability to navigate complexity and deliver results with a practical, solution-oriented approach. My colleagues describe me as a "chaos lover" and a "checkbox guy," known for my focus on execution and efficiency in dynamic environments.Having started in finance and project management, I successfully led and completed numerous key projects that contributed to my company's growth and operational efficiency. As my responsibilities evolved, I transitioned into a role more focused on business alliances, where I now drive strategic partnerships and collaboration initiatives to support the company's long-term objectives.I bring a blend of hands-on experience and strategic thinking, focusing on optimizing processes and creating value. My approach emphasizes innovation and practical solutions, ensuring that I deliver impactful results.Additionally, I leverage technology, including advanced tools like MS Office and AI-driven platforms, to enhance productivity and efficiency, often completing tasks in a fraction of the usual time. This enables me to stay ahead of challenges and offer innovative solutions.I have in-depth knowledge of:- SEBI Portfolio Managers Regulations 2020- SEBI Prohibition of Insider Trading Regulations 2015- Guidelines on AML Standards and CFT / Obligations of Securities Market Intermediaries under the Prevention of Money Laundering Act, 2002, and relevant rules.I am always open to connecting with like-minded professionals who are focused on strategic growth, business development, and innovation. Let’s connect to explore opportunities for collaboration and knowledge exchange.
Current workplace
Sumit Kumar Sharma's current company
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Green Portfolio
10 roles
Sumit Kumar Sharma work experience
A career timeline built from the work history available for this profile.
Manager Of Finance And Business Alliances
Deputy Manager Of Finance And Business Alliances
Deputy Manager Of Finance And Projects
Jun 2022 - Oct 2024
Executive Assistant
Jan 2022 - May 2022
Husband
Home
Content Analyst
Investor Presentations• Acquiring brand new data sets• Sourcing and updating listed and unlisted funds around the globe• Finding and extracting Investor Presentations and Transcripts for public and private funds• Secondary research from press release, stock exchange announcements, annual report/financial statement, news articles, databases to validate the entities
Jun 2021 - Jul 2021
Financial Analyst
Swaps - Paper Trades (Derivatives)• Chasing the counterparties for signed Paper Trades documents sent from our end• Matching the signed & returned Paper Trades with our sent documents• Managing & resolving the discrepancies raised by counterparties by reaching out to Middle and/or Front office• Digitalizing the signed & returned documents for future references• Reporting & discussing BAU to our on-shore client on routine basis
Apr 2019 - Nov 2019
Relationship Manager
Mutual Funds • Meeting prospects for their Mutual Fund Investment Planning.• Managing existing clients' Mutual Fund portfolios.• Conducting Financial Literacy programs in CHS, Schools, Companies, etc.
Oct 2018 - Mar 2019
Operations Executive
Inbound Calling• Attending incoming calls from customers and resolving their subscribed services related issues• Documentation and Tagging of the resolved queries to corresponding customers for future references• Reporting & discussing BAU to our manager and client
Apr 2017 - Jul 2017
Team & coworkers
Colleagues at Green Portfolio
Other employees you can reach at greenportfolio.co. View company contacts for 48 employees →
PG
Pranay G
Colleague at Green PortfolioNew Delhi, Delhi, India
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SC
Sunil Chinnabathini
Colleague at Green PortfolioGurugram, Haryana, India
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GP
Gaurav Pandeya
Colleague at Green PortfolioGurugram, Haryana, India
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SK
Saksham Kucheriya
Colleague at Green PortfolioNew Delhi, Delhi, India
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DS
Deepak Shah
Colleague at Green PortfolioDelhi, India
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SB
Sweety Barua
Colleague at Green PortfolioJamshedpur, Jharkhand, India
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AB
Amit Bisht
Colleague at Green PortfolioNew Delhi, Delhi, India
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SM
Shashank Maurya
Colleague at Green PortfolioKanpur, Uttar Pradesh, India
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SK
Sarthak Kapoor
Colleague at Green PortfolioGhaziabad, Uttar Pradesh, India
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PJ
Prateek Jain
Colleague at Green PortfolioGhaziabad, Uttar Pradesh, India
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Pranay G
Colleague at Green PortfolioNew Delhi, Delhi, India
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SC
Sunil Chinnabathini
Colleague at Green PortfolioGurugram, Haryana, India
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GP
Gaurav Pandeya
Colleague at Green PortfolioGurugram, Haryana, India
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SK
Saksham Kucheriya
Colleague at Green PortfolioNew Delhi, Delhi, India
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DS
Deepak Shah
Colleague at Green PortfolioDelhi, India
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SB
Sweety Barua
Colleague at Green PortfolioJamshedpur, Jharkhand, India
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AB
Amit Bisht
Colleague at Green PortfolioNew Delhi, Delhi, India
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SM
Shashank Maurya
Colleague at Green PortfolioKanpur, Uttar Pradesh, India
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SK
Sarthak Kapoor
Colleague at Green PortfolioGhaziabad, Uttar Pradesh, India
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PJ
Prateek Jain
Colleague at Green PortfolioGhaziabad, Uttar Pradesh, India
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3 education records
Sumit Kumar Sharma education
Master Of Management Studies, Finance
Post Graduate Program, Investment Banking And Capital Markets, B Grade
Bachelor'S Degree, Chemistry
Birla College Of Arts Science & Commerce Birla College Road Kalyan Dist Thane 421 304
FAQ
Frequently asked questions about Sumit Kumar Sharma
Quick answers generated from the profile data available on this page.
What company does Sumit Kumar Sharma work for?
Sumit Kumar Sharma works for Green Portfolio.
What is Sumit Kumar Sharma's role at Green Portfolio?
Sumit Kumar Sharma is listed as Chief of Staff at Green Portfolio.
Where is Sumit Kumar Sharma based?
Sumit Kumar Sharma is based in Delhi, India while working with Green Portfolio.
What companies has Sumit Kumar Sharma worked for?
Sumit Kumar Sharma has worked for Green Portfolio, Vallum Capital Advisors, Vallum, Home, and Perfect Information.
Who are Sumit Kumar Sharma's colleagues at Green Portfolio?
Sumit Kumar Sharma's colleagues at Green Portfolio include Pranay G, Sunil Chinnabathini, Gaurav Pandeya, Saksham Kucheriya, and Deepak Shah.
How can I contact Sumit Kumar Sharma?
You can use AeroLeads to view verified contact signals for Sumit Kumar Sharma at Green Portfolio, including work email, phone, and LinkedIn data when available.
What schools did Sumit Kumar Sharma attend?
Sumit Kumar Sharma holds Master Of Management Studies, Finance from Rizvi Institute Of Management Studies And Research.
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