Summary
Overview
Work History
Education
Skills
Timeline
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Heta Punjani

Senior expert advisor

Summary

Dynamic Senior Expert Advisor at UpGrad with a proven track record in client retention and satisfaction. Skilled in financial oversight and analytical problem-solving, I fostered a collaborative team environment while mentoring junior advisors. Adaptable and strategic, I excel in fast-paced settings, consistently delivering tailored solutions that enhance client experiences.

Overview

3
3
years of professional experience

Work History

Senior Expert Advisor

Upgrad
12.2024 - Current
  • Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
  • Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
  • Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
  • Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
  • Worked well in a team setting, providing support and guidance.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.

Expert Advisor

Upgrad
07.2023 - 12.2024
  • Streamlined internal processes for increased efficiency in handling client portfolios and requests.
  • Enhanced client satisfaction by providing tailored financial advice and personalized solutions.
  • Resolved client concerns promptly, maintaining a high level of customer service excellence at all times.
  • Created customized reports for clients that illustrated their financial progress over time.
  • Proven ability to learn quickly and adapt to new situations.
  • Collaborative and results-oriented professional, known for driving team success and cross-functional alignment; contributed to generating ₹1+ crore in revenue in July 2024 through strategic execution and effective client engagement.
  • Utilised CRM tools like LSQ and Ameyo to manage lead pipelines, track conversions, and analyze customer interactions.

Intern

Expertrons
04.2022 - 07.2022
  • Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
  • Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
  • Analyzed problems and worked with teams to develop solutions.
  • Contributed to a positive team environment by collaborating with fellow interns on group projects and presentations.
  • Conducted comprehensive market research to inform strategic planning.

Education

Bachelors of Commerce - Commerce

K J Somaiya Institute of Arts And Commerce
Mumbai
07-2023

Skills

    Approachable demeanor

    Cooperative project engagement

    Exhibits tranquility in challenging environments

    Strong verbal communication

    Analytical problem-solving

    Versatile in diverse environments

    Financial oversight

    Regulatory adherence in trade finance

    Strategic decision-making

    Prioritization of tasks

    Analytical problem solving

Timeline

Senior Expert Advisor

Upgrad
12.2024 - Current

Expert Advisor

Upgrad
07.2023 - 12.2024

Intern

Expertrons
04.2022 - 07.2022

Bachelors of Commerce - Commerce

K J Somaiya Institute of Arts And Commerce

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Heta PunjaniSenior expert advisor