Shalini Gera, CFP® — Co-Founder

Experienced professional with a demonstrated history of working in BFSI. Skilled in Risk Profiling, Financial Advisory and Portfolio Management with a Sales background. Seasoned in the Corporate Payments Industry and Retail Plastic Acquisitions with ICICI Bank. Strong professional with an MBA focused in Marketing & Finance from ICFAI Business School. Key Highlights - - Held responsibility of managing and building the Payment Solutions Card Program in Delhi-NCR - Successfully onboarded key corporates to the new product portfolios - Grew a strong topline across Corporate Credit Cards & Paydirect Cards while managing bottomline - Scaled up the Pre-paid cards book to accommodate the massive demand during demonetisation with existing resources - Managed the Premium Channel establishment on Retail Cards in Delhi - NCR - Grew a strong network of CXOs while managing the Cards portfolios - Took up a new role as a Financial Advisor post 8 years of experience at Ingenetus Consultants - Utilized the existing network to scale up the Investment Advisory Book - Managed simultaneous roles of Talent Management, Employee Training & Development and Sales - Devising Operating Plans and strategies to achieve Annual Revenue Targets - Scheduled Financial Awareness Programs at key corporates reaching out to employee strength PAN India - Understanding ESOPs and VC funding for startups to scaleup businesses - Managing Digital Media Strategies behind Search Engine Optimisation and Social Media Optimisation - Collaborated with Asset Management Companies to bring forth a client & fund manager interaction through webinars Key Skills- - Financial Speaker - Financial Planning - Goal Based Investing - Risk Profiling - Portfolio Analysis - Asset Allocation - Investment Strategies - Retirement Planning - Risk Analysis & Insurance Planning - Investment Planning - Tax Planning - Team Management

Stackforce AI infers this person is a Financial Services professional with expertise in Banking and Investment Advisory.

Location: Delhi, India

Experience: 14 yrs 8 mos