Shikha Singh
Wealth Advisory Specialist | Lifestyle Vlogger | Passionate About Growth, Operations, and New Challenges
- Role
- Wealth Advisor at equentis
- Location
- Durg, CG, IN
- LinkedIn followers
- 500 followers
About Shikha Singh
Hi! I’m a passionate sales professional with diverse experience across industries like EdTech, automotive, wealth advisory, and language learning. I started my career as a Counselor at a spoken English institute with 1 million+ YouTube subscribers and quickly moved into a Sales Manager role, leading customer engagement and sales strategies for two years.I then transitioned to the automotive sector, working with Tata Motors, where I specialized in car sales and developing strong client relationships. Later, I joined BYJU\'S as a Business Development Associate, focusing on B2C sales in the fast-paced EdTech industry.Currently, I am working at Equentis Wealth Advisory as a Senior Advisor, where I handle pre-sales, post-sales, and the entire client onboarding process. This cross-functional role has allowed me to develop skills in both client relationship management and operational efficiency. I’m also eager to grow in an operations-focused career, combining my experience in sales and advisory with a broader operational perspective.Beyond my professional life, I run a lifestyle vlogging YouTube channel, where I share my passion for exploring new experiences and adventures. Creativity, adaptability, and curiosity fuel everything I do—both professionally and personally.Let’s connect and grow together!
Experience
Wealth Advisor
Sep 2023 — Present · Bengaluru, IN
Manage pre-sales, post-sales, and client onboarding processes, ensuring a seamless experience for high-net-worth clients- Provide personalized wealth management solutions by understanding clients’ financial goals and offering tailored investment strategies- Collaborate across departments to optimize operational processes, ensuring efficiency and client satisfaction- Build and maintain strong client relationships by offering continuous support and advisory services- Work on cross-functional projects, enhancing my expertise in sales, operations, and client management- Focus on process improvements to drive growth and improve overall client engagement and satisfaction.
Education
Govt. V.Y.T.PG. Autonomous College - India
Master of Arts - MA
2016 — 2018
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