Krisha Ankleshwaria
Bengaluru
Summary
Client-focused professional with 3 years’ experience in building strong relationships, driving customer growth, and delivering tailored financial solutions. Skilled in communication, problem-solving, and customer education, with certifications in insurance and mutual funds. Committed to helping clients succeed through trust, support, and continuous engagement.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Sales Executive
Ankleshwaria Vision Pvt. Ltd.
Bharuch
06.2021 - 05.2024
- Focused on driving business growth by connecting with potential clients both online and in person, effectively communicating the value of financial products like mutual funds, insurance, and share market services.
- Built strong relationships with over 100 clients, increasing their portfolios by 15% in AUM and 20% in insurance.
- Led several SEBI-backed Investor awareness programs to educate clients and build strong relationships.
- Contributed to employee development by participating in the onboarding process, conducting comprehensive training sessions for new hires, and ensuring a smooth transition into their roles, fostering a positive and productive work environment.
Education
Bachelor of Business Administration - Finance
Charotar University of Science And Technology
05-2021
Skills
- Client Relationship Management
- Customer Service
- Team Collaboration
- Ethical Judgement
- Communication
- Adaptability
- Mutual Funds
- General Insurance
- Life Insurance
Certification
- IRDA Life Insurance Certificate
- IRDA General Insurance Certificate
- NISM Mutual Fund Distributor
Interests
- Badminton
- Traveling
Languages
- English
- Hindi
- Gujarati
Timeline
Sales Executive
Ankleshwaria Vision Pvt. Ltd.
06.2021 - 05.2024
Bachelor of Business Administration - Finance
Charotar University of Science And Technology
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