Jun 2024 – Dec 2024 · 6 mos · Bengaluru, Karnataka, India

May 2019 – Present · 6 yrs 11 mos

• Empowering women's personal finance through compassion, content, and community. Developed India's first financial app specifically for women, addressing a significant gap in the personal finance space. Leading the way with a strong focus on community and engaging content.

Aug 2018 – May 2019 · 9 mos

Mar 2018 – May 2019 · 1 yr 2 mos · Bengaluru Area, India

• Strategic Alliances & Partnerships.

Apr 2016 – Aug 2017 · 1 yr 4 mos

• I've dedicated a significant portion of my career to understanding the intricate relationship between various facets of wealth. My journey began at a pivotal moment in financial history—the onset of the global financial crisis in 2008. This challenging period became an invaluable learning experience in my early career, shaping my understanding and approach to financial management.
• Starting in an era devoid of the advanced technology we have today, I was involved in the manual processes of filling out forms to execute transactions. This hands-on experience provided me with a solid foundation in the basics of financial operations. As my career progressed, I transitioned from these tech-free days to spearheading the launch of financial planning programs for global financial giants. This shift not only enhanced my skills but also broadened my perspective on the global financial landscape.
• One of my key contributions has been in building content, crafting language, and establishing a brand that has become a pioneer in wealth management in India. This involved creating educational and engaging content that demystified financial concepts for a broader audience. By making financial planning accessible and understandable, I was able to attract and manage the portfolios of some truly remarkable individuals.
• Throughout this journey, I’ve seen the evolution of the financial industry firsthand—from manual processes to digital transformations. My efforts have always been focused on creating value for clients, helping them navigate the complexities of wealth management with confidence. This blend of historical insight and innovative thinking continues to guide my approach as I strive to make a meaningful impact in the world of personal finance.

Apr 2014 – Apr 2016 · 2 yrs

• Writing marketing and promotional briefs
• Delivering presentations
• Briefing agencies and other departments
• Launching Internal and External Marketing Campaigns
• Monitoring a campaign's progress
• Compiling marketing strategies
• Managing the customer journey (customer relationship management)
• Making customer focused decisions
• Managing Online Communication and campaigns
• Internal Events and Workshops

Jan 2009 – Aug 2017 · 8 yrs 7 mos

Jan 2008 – Dec 2008 · 11 mos

• Sales Support

Jan 2015 – Present · 11 yrs 3 mos

Apr 2014 – Aug 2017 · 3 yrs 4 mos · Bangalore

• Identifying potential opportunities
• Strategy and content for new Service offerings
• Coordinating with clients
• Training
• Content for Workshops, Marketing Material

Mar 2012 – Aug 2017 · 5 yrs 5 mos · Bangalore

• TFA is a firm that believes solely in increasing financial literacy among individuals.
• We think everyone should have a say in his or her financial decisions. But for that to happen, one needs some basic knowledge about financial products and planning. We are here to provide the same without any product or vendor recommendations.