Sourav Keshari
Helping Indians Plan Their Finances with Clarity | Head of Marketing & Business Development at Awesmart | Financial Planning | Tax Optimization | Goal-Based Investing
- Role
- Head of Marketing Business Development at Awesmart - Premium Financial Services
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Sourav Keshari
At Awesmart, we understand that individuals aged 35+ years,are often at a turning point…
Experience
Head of Marketing Business Development
Awesmart - Premium Financial Services
Mar 2018 — Present · Bengaluru, IN
Director & Sales Head | Wealth Management | Debt Management | Insurance SolutionsAt Awesmart, I lead the marketing and business development functions, working closely with a dedicated team to provide personalized financial solutions tailored to the evolving needs of individuals aged 35 and above. My focus is on building long-term client relationships, expanding outreach through strategic campaigns, and strengthening our presence in the wealth management, debt management, and insurance planning space.In this role, I- Develop and execute marketing strategies to drive awareness and lead generation across digital and offline channels- Lead sales initiatives focused on customer acquisition and client retention- Collaborate with financial planners to align product offerings with client needs- Manage relationships with distribution and channel partners to support business scalability- Create content and campaigns that simplify complex financial topics for better customer understandingI specialize in identifying client challenges and delivering actionable, tailored solutions that support life-stage goals like retirement planning, tax efficiency, and financial security. My experience across wealth advisory and personal finance enables me to guide clients toward smart, confident financial decisions.
Education
Manipal University
MBA
2012 — 2013
INSTITUTE OF HOSPITALITY AND MANAGEMENT
Bachelor of Science (B.Sc.)
2008 — 2011
New stewart school
ICSE
1993 — 2005
Christ University
SCIENCE
2005 — 2007
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