Varnika Srisailapu
Summary
Dynamic Senior Finance Consultant with Avenue Holdings, skilled in financial analysis and client assessment. Proven track record in optimizing processes to identify cost savings and enhance investment strategies. Adept at leading teams and fostering client relationships, resulting in substantial revenue growth and successful strategic planning initiatives.
Overview
15
15
years of professional experience
Work History
Senior Finance Consultant
Avenue Holdings
Mumbai
04.2024 - Current
- Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
- Coordinated and participated in group presentations on financial services to attract new clients.
- Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
- Identified cost savings opportunities through process optimization initiatives.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Coordinated with external auditors for the annual audit process and ensured compliance with regulatory requirements.
- Recruited and hired high-producing managers, resulting in substantially increased revenue.
Independent Director
Vega Jewellers
Mumbai
01.2024 - Current
- Analyzed market trends and competitive landscape to identify opportunities for growth.
- Ensured compliance with applicable laws, regulations, and best practices pertaining to corporate governance processes.
- Facilitated conversations between board members regarding critical decisions that need to be made.
- Led special projects or committees as needed by the Board of Directors.
- Drafted reports summarizing board activities for shareholders and other stakeholders.
- Conducted meetings with executive management to review progress on strategic initiatives.
- Managed annual budgeting process, including forecasting and financial planning.
Senior Business Development Manager
IIRM
Mumbai
10.2022 - 04.2024
- Supported sales team members to drive growth and development.
- Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
- Identified and pursued upselling and cross-selling opportunities within the existing client base.
- Spearheaded market research initiatives to identify new business opportunities and areas for expansion.
- Cultivated a culture of innovation and continuous improvement within the business development team.
- Implemented CRM strategies to improve customer engagement and retention.
- Monitored customer feedback to inform product design decisions.
- Determined business development opportunities and implemented effective strategy for client acquisition.
- Directed and coordinated products, services and sales activities.
- Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
SENIOR FLIGHT ATTENDANT
INTERGLOBE AVIATION - IndiGo
08.2019 - 07.2020
- Managed and coached junior cabin crew members during flights.
- Premium crew for First class and business class.
CABIN CREW IN CHARGE
JET AIRWAYS
04.2014 - 06.2019
- Managed and coached junior cabin crew members during flights.
- Premium crew for First class and business class.
SENIOR EXECUTIVE SECURITY - CABIN CREW
INTERGLOBE AVIATION- IndiGo
02.2012 - 03.2014
- Performed various works from commercial to technical handling for safe and steady departure and arrival of an aircraft.
- As a cabin crew, I am responsible for overall passenger service duties, which include first aid and safety of the passengers.
- Team Leader.
- Conflict Resolution.
- Customer Service.
- Upselling.
CUSTOMER SERVICE EXECUTIVE
HSBC
08.2010 - 05.2011
- Performed as CSE-IN process in credit card department.
Education
Bachelor Degree - MATHEMATICS, STATISTICS AND COMPUTER SCIENCE
Andhra University
08.2013
Skills
- Team Leader
- Conflict Resolution
- Customer Service
- Upselling
- Financial analysis
- Investment strategy
- Regulatory compliance
- Market research
- Client assessment
- Process optimization
- Sales strategy
- Customer relationship management
- Strategic planning
- Strategic financial planning
Languages
Telugu
First Language
Telugu
Proficient (C2)
C2
Gujarati
Advanced (C1)
C1
Hindi
Proficient (C2)
C2
Timeline
Senior Finance Consultant
Avenue Holdings
04.2024 - Current
Independent Director
Vega Jewellers
01.2024 - Current
Senior Business Development Manager
IIRM
10.2022 - 04.2024
SENIOR FLIGHT ATTENDANT
INTERGLOBE AVIATION - IndiGo
08.2019 - 07.2020
CABIN CREW IN CHARGE
JET AIRWAYS
04.2014 - 06.2019
SENIOR EXECUTIVE SECURITY - CABIN CREW
INTERGLOBE AVIATION- IndiGo
02.2012 - 03.2014
CUSTOMER SERVICE EXECUTIVE
HSBC
08.2010 - 05.2011
Bachelor Degree - MATHEMATICS, STATISTICS AND COMPUTER SCIENCE
Andhra University
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