Kasoju Vaishnavi

Develop customized financial strategies for 30+ individual and corporate clients across investments, insurance, pensions, and asset management. Conduct financial analysis assessing risk, market trends,and long-term goals to optimize outcomes. Monitor macroeconomic indicators to adjust investment strategies and ensure portfolio resilience. Collaborate with specialists to deliver integrated solutions,increasing client satisfaction by 25% while building long-term relationships through transparent communication

Built partnerships with C-level leaders (CEOs, CTOs) at 15+ robotics and automation firms across India. Conducted market and competitive research to identify high-value collaboration opportunities in emerging tech sectors. Organized industry events and conferences connecting 200+ ecosystem stakeholders. Led nationwide outreach campaigns boosting visibility and partner engagement by 40%, and developed executive-level presentations and proposals.

Generated qualified B2B and B2C leads through strategic outreach, cold calling, and targeted digital campaigns, driving pipeline growth. Delivered persuasive product demos and presentations to prospects, increasing conversion rates by 20%. Collaborated with product, marketing, and customer success teams to align client needs with services and ensure smooth onboarding. Analyzed sales metrics and feedback to improve processes and optimize the sales funnel.

Managed end-to-end student journeys using Salesforce CRM, tracking and nurturing 150+ leads monthly with an 85% follow-up success rate. Provided data-driven counseling to 200+ students and parents on study-abroad programs, university selection, and exams (GRE, GMAT, TOEFL, IELTS). Exceeded monthly revenue targets by 110% through effective lead qualification and conversion strategies. Generated daily reports analyzing conversion metrics, lead quality, and revenue trends to drive improvement.

Designed and delivered training programs for 20+ billing executives on procedures, billing systems, and compliance, reducing onboarding time by 30%. Prepared daily revenue reports across cash, card, UPI, and insurance channels, ensuring 99.8% reconciliation accuracy. Served as HR liaison managing attendance, payroll coordination, and staff communication for 50+ employees. Handled patient inquiries and issue resolution while optimizing workflows, increasing satisfaction by 15% and improving efficiency.