Neha Agrawal
Finance Professional
- Role
- Client Acquisition Manager at Credvest
- Location
- Bengaluru, IN
- LinkedIn followers
- 500 followers
About Neha Agrawal
Motivated MBA candidate specializing in finance, eager to contribute to a dynamic organization where I can apply my analytical skills and financial knowledge. Passionate about driving strategic initiatives and fostering growth, I bring valuable insights from my internship experience at Deutsche Bank.
Experience
Client Acquisition Manager
Nov 2024 — Present · Bengaluru, IN
Proactively identified and engaged potential clients through targeted outreach, networking, and lead generation strategies, expanding the client base.Led the client onboarding process, ensuring seamless account setup and compliance with all documentation requirements.Consulted clients on a variety of investment plans, providing detailed insights into risk, return potential, and alignment with individual financial goals.Delivered tailored investment recommendations based on in-depth analysis of client profiles, preferences, and market conditions.Prepared and presented persuasive client presentations, effectively showcasing the benefits of Credvest\'s investment offerings.Utilized CRM tools to manage and update client data, track progress, and ensure accuracy in lead management and client interactions.Segmented clients based on investment preferences and risk profiles, generating reports to evaluate acquisition efforts and optimize strategies.Fostered ongoing client relationships, providing continuous support and guidance to maximize client satisfaction and retention.Collaborated closely with marketing, sales, and customer support teams to align acquisition strategies and ensure smooth operational processes.
Education
Poornima University
Master of Business Administration - MBA
2023
Dr. Bhim Rao Ambedkar University, Agra
Bachelor of Commerce - BCom
2020
The Institute of Chartered Accountants of India
Ca foundation
2018 — 2018
Oxford International School , Nanded
A+
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