Sherry Dogra

Family Office Professional

Professional Overview

Sherry Dogra is a seasoned financial services professional with over 8 years of experience in the banking and wealth management industry. As a Family Office professional at ICICI Bank, she leverages her expertise in capital accounts, sales, and client relationship management to provide comprehensive financial solutions to high-net-worth individuals and families.

Experience Summary

Current Role

Sherry currently serves as a Family Office professional at ICICI Bank, where she is responsible for managing the financial affairs and investments of affluent families. In this role, she works closely with clients to understand their unique financial goals, risk profiles, and long-term aspirations, and tailors customized strategies to optimize their wealth and legacy planning.

Career Progression

Prior to her current role, Sherry held various leadership positions within ICICI Bank, including Capital Accounts Specialist, Regional Head of Sales - ETRG, Capital Accounts Manager, and Trade Relationship Manager. Throughout her career, she has demonstrated a strong ability to drive business growth, improve operational efficiencies, and deliver exceptional client service.

Academic Background

Sherry holds a Bachelor's degree in Commerce from a reputable university, where she graduated with distinction. Her academic background, combined with her extensive industry experience, has equipped her with a deep understanding of financial markets, investment strategies, and wealth management best practices.

Areas of Expertise

• Capital accounts management

• Client relationship management

• Wealth and investment advisory

• Financial planning and analysis

• Leadership and team management

Professional Impact

Sherry's contributions have been instrumental in driving the growth and success of ICICI Bank's family office services. She has successfully implemented innovative financial solutions, fostered strong client relationships, and played a key role in expanding the bank's presence in the high-net-worth segment. Sherry's dedication, strategic thinking, and client-centric approach have earned her a reputation as a trusted advisor in the industry.

Conclusion

With her comprehensive expertise, proven track record, and unwavering commitment to client success, Sherry Dogra is well-positioned to continue making a significant impact within the family office and wealth management space. Her dedication to helping affluent families achieve their financial goals makes her a valuable asset to ICICI Bank and its clientele.