Astha Srivastava Email and Phone Number
Astha Srivastava personal email
- Valid
Experienced manager with a seven-year track record of success in financial sales. Proficient in developingcomprehensive financial strategies tailored to individual client needs, optimizing portfolios, and delivering exceptional results. Proven ability to guide clients toward their financial goals through a deep understanding of investment products, risk management, and market trends. Strong leadership and analytical skills, with the ability to adapt and deliver results.
Anvesak
View- Website:
- anvesak.com
- Employees:
- 12
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Senior Market AnalystAnvesak Oct 2024 - PresentGurugram, Haryana, India
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Senior Relationship ManagerWay2Wealth Brokers Pvt. Ltd. Sep 2023 - Sep 2024Gurugram, Haryana, India• Managed client portfolios by assessing their expenses, income, insurance coverage, tax status, risk tolerance, and other necessary information to develop tailored financial plans.• Developed and maintained strong client relationships, resulting in increased referrals, improved client retention, and successful upselling and cross-selling opportunities.• Generated leads through cold calling and social media activities.• Conducted corporate visits with prospective customers. -
Assistant ManagerZreya Wealth Jul 2022 - Aug 2023• Developed and maintained strong client relationships.• Provided regular updates on investment and portfolio performance, enabling clients to make informed decisions.• Assisted team with product marketing to enhance sales growth.• Represented the company at webinars and conferences. -
Assistant Team Leader ( Atl )Care Insurance Apr 2020 - Jun 2022Noida, Uttar Pradesh, India• Leads the sales administration and support team.• Supervising and guiding the sales team to motivate staff to achieve sales targets.• Coordinates and assists with a variety of sales activities including meeting scheduling, MIS maintenance, customer service regarding products, etc.• Identifying opportunities and strategies to increase sales. -
Key Relationship ManagerCare Insurance Sep 2019 - Mar 2020Noida, Uttar Pradesh, India• Built and improved Positive relationships with customers and partners.• Resolved customer complaints quickly and effectively.• Worked towards aiming to preserve customers and renew contracts(policies).
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Senior Relationship ManagerCare Insurance Nov 2018 - Aug 2019Noida Area, India• Assisted with generating new business through Chat Process.• Assisted customers in making the right choices.• Gained solid knowledge of competitors.
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Relationship ManagerCare Insurance Sep 2017 - Oct 2018Noida, Uttar Pradesh, India• Generated leads and has done cold calls to prospective customers.• Identified opportunities for greater profits.• Resolved customer issues with the business.
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InternAngel Broking Jun 2016 - Jul 2016Varanasi Area, IndiaGenerated leads and has done cold calls to prospective customers.
Astha Srivastava Skills
Astha Srivastava Education Details
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Finance, General -
Business/Commerce, General -
Computer/Information Technology Administration And Management
Frequently Asked Questions about Astha Srivastava
What company does Astha Srivastava work for?
Astha Srivastava works for Anvesak
What is Astha Srivastava's role at the current company?
Astha Srivastava's current role is Senior Market Analyst at Anvesak.
What is Astha Srivastava's email address?
Astha Srivastava's email address is lo****@****ail.com
What schools did Astha Srivastava attend?
Astha Srivastava attended Krishna Institute Of Engineering And Technology, Ghaziabad, Mahatma Gandhi Kashi Vidyapeeth, Nayodaya Institute.
What skills is Astha Srivastava known for?
Astha Srivastava has skills like Leadership, Microsoft Office, Management, Microsoft Excel, Accounting, Finance, Spss, Financial Accounting.
Who are Astha Srivastava's colleagues?
Astha Srivastava's colleagues are Sakshi Shukla, Shailender Kumar, Avijit Basu, Shailender Kumar, Sneha Kansal, Anish Ashok, Muskan Agarwal.
Not the Astha Srivastava you were looking for?
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1emeritus.org -
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Astha Srivastava
Talent Acquisition Specialist - Hiring Amazing Talents | Technology & Niche Skill Hiring | 7+ Years Of Exp.Bengaluru -
Astha Srivastava
Mumbai -
Astha Srivastava
Gurugram
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