Service Description

Professional Summary Dynamic and dependable professional with over 6 years of progressive experience across Wealth Management, Business Development, and Executive/Virtual Assistance. Proven expertise in client acquisition, strategic partnerships, and contract negotiation, with a consistent record of surpassing sales and revenue objectives. Recognized for driving operational excellence, building high-value client relationships, and executing strategic initiatives that align with organizational goals. Professional Experience Worksera :- October 2022 till date Virtual Assistant | NSRCEL – IIM Bangalore’s Flagship Business Incubator • Managed end-to-end coordination of prestigious initiatives, including the Goldman Sachs 10,000 Women Program and the Finance for Growth Program. • Served as the primary liaison (SPOC) for participants and internal teams, ensuring seamless communication and process execution. Executive Assistant & Podcast Content Manager | AUM Financials • Oversaw executive scheduling, operational planning, and daily coordination to optimize productivity. • Led podcast content management and editing for the firm’s YouTube Channel, strengthening brand presence and audience engagement. Other Companies:- Senior Business Development Manager | FlexiBees (August 2021 – Present) • Spearhead business growth by identifying, acquiring, and nurturing key client accounts across diverse sectors. • Consistently exceed sales and service targets through data-driven strategies and strong relationship management. • Partner with senior stakeholders and decision-makers to design scalable business solutions, enhancing client retention and long-term engagement. Wealth Manager | IndusInd Bank (May 2013 – October 2015) • Developed tailored financial strategies and comprehensive investment portfolios for high-net-worth clients. • Delivered consistent revenue growth through proactive client engagement & cross-selling. Education • MBA (Marketing & Finance) • B.Ed • B.Com (Hons) Core Competencies ● Business Development & Sales Strategy ● Client Relationship Management ● Strategic Planning & Negotiation ● Project & Operations Coordination ● Executive Assistance & Communication ● Emotional Intelligence & Leadership