Soumya Shetty

WORK HISTORY

EDUCATION

ABOUT SOUMYA SHETTY

Hii, I’m currently working as a Senior Relationship Manager and Team Lead at Investsphere Wealth Pvt. Ltd, with a little over 2 years of experience in wealth management and financial advisory.My role is all about helping people make smart choices with their money,whether it’s investing in mutual funds, planning for insurance, or building a long-term financial strategy. I believe in keeping things simple and clear so clients actually understand where their money is going and feel confident about their decisions.I’m certified in NISM VA, which means I’m trained to offer investment advice and mutual fund solutions in a professional and compliant way.Over the past couple of years, I’ve built a strong track record in closing good deals, keeping clients happy, and building long-term relationships. I’m a strong communicator, and I enjoy explaining complex financial products in a way that makes sense to clients—no jargon, just honest advice.In my team lead role, I also mentor junior relationship managers and help the team hit our targets while maintaining great service. I enjoy motivating others and creating a team environment where we all grow together.Here’s what I’m good at:Helping people plan their investments based on goalsBuilding strong client relationshipsSelling mutual funds and insurance with a customer-first approachLeading and supporting a teamCommunicating clearly and closing deals effectivelyStaying calm and solving problems, even under pressureI’m always open to learning more and exploring new opportunities to grow in the financial space. If you’d like to connect or collaborate, feel free to reach out!