Kasoju Vaishnavi

Create tailored financial strategies aligned with clients’ goals, risk profiles, and life stages. Provide guidance on investments, insurance, pensions, and asset management. Build lasting client relationships based on trust and transparency. Monitor market trends, adapt strategies, and collaborate with DVAG specialists to help clients achieve long-term financial growth and independence.

Drove business growth through client acquisition, lead generation, and strategic outreach. Delivered impactful product presentations and sales pitches to potential clients. Collaborated with internal teams to align client needs with business goals. Consistently contributed to revenue generation and brand expansion efforts.

Drove business growth through client acquisition, lead generation, and strategic outreach. Delivered impactful product presentations and sales pitches to potential clients. Collaborated with internal teams to align client needs with business goals. Consistently contributed to revenue generation and brand expansion efforts.

Interacted with students and parents to understand study-abroad goals and guide course/country selection. Used Salesforce CRM to track leads, manage follow-ups, and monitor conversions. Coordinated with country-specific counselors, provided exam and class info, achieved monthly targets, and maintained day-end performance reports.

Handled walk-ins and assisted clients with their inquiries, ensuring a seamless and positive customer experience. Generated invoices for services provided, maintaining accuracy and timely documentation of transactions. Managed employee attendance, tracking schedules and ensuring accurate records for payroll and operational needs. Created day-end revenue reports, summarizing daily financial activities and providing insights to senior management for performance tracking.