Yadavi Shah

• Advised clients on a variety of complex financial matters including trusts, wills, charitable giving.
• Developed and implemented customized wealth management plans for high-net-worth clients.
• Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
• Facilitated regular meetings with clients to review progress towards their financial goals.
• Participated in weekly team meetings to discuss current market conditions and any actionable items that need addressing.
• Coordinated and participated in group presentations on financial services to attract new clients.
• Responded promptly to client inquiries via phone or email regarding their accounts or investments.

BYJU'S, Bangalore

•Manage, develop, coach, control and motivate the sales force to develop their skill to ensure that a high professional standard is achieved and Weekly sales and KPI target are met.

•Managed multiple teams and multiple cross functioning Employees. Delivered weekly revenue of ₹500000 to ₹12,00,000 with an average ticket size of ₹55000 (2022-2023). •Delivered sales worth ₹ 30000000 from 14h Jan'22-18th Jan'23. •Managed a team size of 6 to 12 Business Development Associates. Ensuring weekly target accomplishments and overshooting sales and revenue objectives. •Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit. •Strategized and implemented successful approaches to revitalize under performing product lines and create profit-generating enterprises

•Develop plans to acquire new customers or clients through direct sales techniques, Inbound/Outbound calling, and business-to-business marketing visits

•Ensured targets are delivered through people management, performance review, reward and individual recognition •Assess the strengths and weaknesses of the sales team and manage the sales program accordingly.

BYJU'S, Bangalore

• Meeting individual targets to achieve weekly goals. • Delivered revenue of more than ₹8500000(12th Oct 2021-13th Jan22) at an individual level.

*Got recognized for punching highest ticket size of ₹270000.

• Understanding needs of customer and giving right product as per requirement.

• Ensuring a smooth experience of the customer post sales.

• Quickly adapting new process and tools to close maximum deals end to end.

• Managed Facebook, Instagram and Twitter content to keep brand messages consistent.
• Reported social media performances and engaged with digital communities to build positive regard for company.
• Maintained company's social media presence by posting messages, answering posts, and monitoring responses.
• Strategized social media campaigns for clients, helping to meet goals and reach untapped potential customers.
• Hosted events across mumbai as per bran requirement in collaboration with multiple brand partners.