Sonam Katariya

Background

About Sonam Katariya

Sonam Katariya has 5 years of diverse experience in Banking and Investment, I have had the privilege of driving business growth, client management, risk and operations (KYC/AML), and portfolio management. My expertise lies in analyzing business processes, identifying opportunities for improvement, and delivering data-driven solutions that enhance efficiency and profitability. I specialize in stakeholder management, process optimization, and translating complex data into actionable insights, helping organizations achieve their strategic goals. My passion for relationship management—bridging the gap between clients, stakeholders, and financial institutions—has allowed me to build strong, trust-based partnerships that drive success. Key Achievements: Optimized Client Acquisition & Revenue by 80% YOY by implementing partnership strategies with corporates, government entities, and foundations. Spearheaded high-impact marketing events that significantly increased revenue and business growth. Expertise in KYC/AML compliance, risk management, and financial operations to ensure regulatory adherence and process accuracy. Proven track record in investment banking, business development, and client relationship management. As a self-motivated professional, I thrive on fostering growth and innovation within the financial sector. When I’m not working, I enjoy traveling, cooking, and exploring creative pursuits with family and friends. I am open to Business Analyst, Business Development, KYC/AML, Risk & Operations, and Financial roles. Let’s connect! You can reach me at sonamkatariyacareers@gmail.co