Deepali Lalwani
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Deepali Lalwani Email & Phone Number

Financial Product Distributor at Self-employed
Location: Surat, Gujarat, India 5 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
Self-employed
Role
Financial Product Distributor
Location
Surat, Gujarat, India

Who is Deepali Lalwani? Overview

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Deepali Lalwani is listed as Financial Product Distributor at Self-employed, based in Surat, Gujarat, India. AeroLeads shows a matched LinkedIn profile for Deepali Lalwani.

Deepali Lalwani previously worked as Wealth Management Associate at Moneytree Wealth Advisors and Marketing Manager at D-Minimall. Deepali Lalwani holds Master Of Business Administration - Mba, Finance, Marketing (Dual Specialisation), 1St Class from Devi Ahilya Vishwavidyalaya, Indore.

Profile bio

About Deepali Lalwani

Top Skills : Financial Planning, Operations, Wealth advisory Retirement Planning , Tax planning, Wealth Operations Training & Development,Mentoring, Blogging, Sales & Marketing , Power Point , MS-Excel, MS-Word, Digital Marketing, Social Media Marketing

Listed skills include Leadership, Marketing Management, Financial Advisory, Team Building, and 21 others.

Current workplace

Deepali Lalwani's current company

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Self-employed
Self-Employed
Financial Product Distributor
5 roles

Deepali Lalwani work experience

A career timeline built from the work history available for this profile.

Financial Product Distributor

Current
Self-Employed

Surat , Gujarat

Distributing Solution-oriented Financial Products viz. PMS, Mutual Funds, Retirement Funds, Tax Saving Products, Corporate FDs, NCD, NPS ,Insurance solutions Corporates and Individuals etc.

Mar 2020 - Present

Wealth Management Associate

Moneytree Wealth Advisors

Gujarat, India

Oct 2017 - Mar 2020

Marketing Manager

D-Minimall

Surat, Gujarat, India

Startup Venture , selling the accessories through a network of resellers through online platform and promoting the brand through Various Exhibitions.Running online CampaignsDigital marketing of the product through online social platforms like Instagram, Facebook , WhatsApp etcRevenue generation and sales target achievement Product catalogue creation etc.

Aug 2010 - Oct 2017

Sales Trainer

Mumbai, Maharashtra

Conduct product and sales Trainings for SBI Card sales team across offices in Mumbai and Thane.Create content and prepare sales presentation (PPT)Soft skills and pitch skills training Assure KRAs i.e. assuring key result areas of sales team.onboarding of new sales executives Call barging and take corrective actions based on quality.Create contest and execute the contest for greater productivity and motivation of the sales team.Sales executives counseling

Jan 2008 - Aug 2010

Sales Team Lead

Indore Area, India

Leaded Telesales team of for M.P. and Chattisgarh.Consistently achieved targets across SBI Card product line (viz. IRCTC SBI card , Tata SBI Card etc.)Profile :Lead Generation , Lead Allocation and lead conversion.Sales OperationContest creation and running contests Lead managementTraining and Mentoring Prepare Power Point presentationMaintain spreadsheets and Analyzing the KRA (Key Result Areas)

Jan 2004 - Sep 2007
3 education records

Deepali Lalwani education

Master Of Business Administration - Mba, Finance, Marketing (Dual Specialisation), 1St Class

Activities and Societies: Major Research Project on " Securities Market And Investor Behaviour"

Mathematics, 1

Sarafa Vidya Niketan,Indore
FAQ

Frequently asked questions about Deepali Lalwani

Quick answers generated from the profile data available on this page.

What company does Deepali Lalwani work for?

Deepali Lalwani works for Self-employed.

What is Deepali Lalwani's role at Self-employed?

Deepali Lalwani is listed as Financial Product Distributor at Self-employed.

Where is Deepali Lalwani based?

Deepali Lalwani is based in Surat, Gujarat, India while working with Self-employed.

What companies has Deepali Lalwani worked for?

Deepali Lalwani has worked for Self-Employed, Moneytree Wealth Advisors, D-Minimall, and Ge Capital.

How can I contact Deepali Lalwani?

You can use AeroLeads to view verified contact signals for Deepali Lalwani at Self-employed, including work email, phone, and LinkedIn data when available.

What schools did Deepali Lalwani attend?

Deepali Lalwani holds Master Of Business Administration - Mba, Finance, Marketing (Dual Specialisation), 1St Class from Devi Ahilya Vishwavidyalaya, Indore.

What skills is Deepali Lalwani known for?

Deepali Lalwani is listed with skills including Leadership, Marketing Management, Financial Advisory, Team Building, Executive Management, Insurance, Retirement Planning, and Sales.

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