Shalini Gera, Cfpcm

Shalini Gera, Cfpcm Email and Phone Number

Registered Investment Advisor| Certified Financial Planner| Financial Speaker | Ex ICICI Bank @ Provitt Consultants
Plot No 7 Third Floor Block C, Pocket 8 Sector 17 Dwarka,India
Shalini Gera, Cfpcm's Location
Delhi, India, India
Shalini Gera, Cfpcm's Contact Details

Shalini Gera, Cfpcm personal email

n/a
About Shalini Gera, Cfpcm

Experienced professional with a demonstrated history of working in BFSI. Skilled in Risk Profiling, Financial Advisory and Portfolio Management with a Sales background.Seasoned in the Corporate Payments Industry and Retail Plastic Acquisitions with ICICI Bank.Strong professional with an MBA focused in Marketing & Finance from ICFAI Business School.Key Highlights -- Held responsibility of managing and building the Payment Solutions Card Program in Delhi-NCR- Successfully onboarded key corporates to the new product portfolios- Grew a strong topline across Corporate Credit Cards & Paydirect Cards while managing bottomline- Scaled up the Pre-paid cards book to accommodate the massive demand during demonetisation with existing resources- Managed the Premium Channel establishment on Retail Cards in Delhi - NCR- Grew a strong network of CXOs while managing the Cards portfolios- Took up a new role as a Financial Advisor post 8 years of experience at Ingenetus Consultants- Utilized the existing network to scale up the Investment Advisory Book- Managed simultaneous roles of Talent Management, Employee Training & Development and Sales- Devising Operating Plans and strategies to achieve Annual Revenue Targets- Scheduled Financial Awareness Programs at key corporates reaching out to employee strength PAN India- Understanding ESOPs and VC funding for startups to scaleup businesses- Managing Digital Media Strategies behind Search Engine Optimisation and Social Media Optimisation- Collaborated with Asset Management Companies to bring forth a client & fund manager interaction through webinarsKey Skills-- Financial Planning- Goal Based Investing- Risk Profiling- Portfolio Analysis- Asset Allocation- Investment Strategies- Retirement Planning- Risk Analysis & Insurance Planning- Investment Planning- Tax Planning- Team Management

Shalini Gera, Cfpcm's Current Company Details
Provitt Consultants

Provitt Consultants

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Registered Investment Advisor| Certified Financial Planner| Financial Speaker | Ex ICICI Bank
Plot No 7 Third Floor Block C, Pocket 8 Sector 17 Dwarka,India
Employees:
10
Shalini Gera, Cfpcm Work Experience Details
  • Provitt Consultants
    Partner
    Provitt Consultants Jul 2023 - Present
    New Delhi, Delhi, India
    I am a Certified Financial Planner (CFPCM)also a partner at Provitt Consultants (SEBI Registered Investment Advisor (RIA)).Having a total experience of 12 years in the Banking and Financial Services Industry, I specialise in the following domains-1. Financial Planning2. Investment Advisory3. Financial Awareness Programs4. Protection Advisory5. Risk Profiling6. Tax Planning7. Estate PlanningIn addition, I am also an active speaker at Corporate Financial Awareness Programs, working with employees on developing a structured approach to Financial Planning.
  • Ingenetus
    Senior Partner
    Ingenetus Feb 2019 - Jul 2023
    New Delhi
    Bringing in an expertise in Financial Planning along with an in depth knowledge on Financial Markets and a refined industry network to the Financial Services Industry.Key Responsibility Areas-1. New Acquisitions and Relationship Management at Retail and Corporate level2. Client retention3. Team recruitment, development, training and growth4. Identifying and establishing Growth & Profitability enablers5. Establishing and pursuing Operating Plans6. Ensuring meeting employee productivity norms 7. Scaling up top line across Mutual Funds Asset Under Management, Insurance and Loan books8. Addition of Sales Channels9. Establishing organisational processes and technology based enablers to achieve startup to growth transformation10. Holding Financial Awareness Programs across organisations to impart Financial LiteracyBusiness Head for the following managed verticals-i) Investment Advisoryii) Lending Advisoryiii) Insurance Advisoryiv) Tax Planningv) Estate Planning
  • Icici Bank
    Chief Manager
    Icici Bank Sep 2018 - Feb 2019
    New Delhi Area, India
    Regional Head- Sales, CardsResponsible for establishment of Premium Cards channel across NCR.KRAs-1. Team Hiring, mentoring and development2. Top line growth on card numbers3. Growth in fee income4. Addition of Value Added Services5. Ensuring productivity norms are met
  • Icici Bank
    Manager
    Icici Bank May 2014 - Sep 2018
    New Delhi, Delhi, India
    Regional Head- Sales: Corporate Payment Solutions GroupMy job description entailed the following-Growth of Commercial Cards Spends bookDeriving Fee IncomeEnsuring NIL delinquencyManaging a team of Relationship ManagersAnalysing expenses in an organisation, understanding the pain points involved in managing those expenses in the current scenario and proposing relevant Expense Management Solutions.Existing Relationship Management & New Acquisitions
  • Icici Bank
    Assistant Manager
    Icici Bank May 2011 - May 2014
    Delhi
    Relationship Manager: Cards & Corporate Payment Solutions GroupMy job description entailed the following-Ensuring Card sales through branch and corporate channelsMeeting Employee Productivity normsGrowth of Commercial Cards Spends bookDeriving Fee IncomeEnsuring NIL delinquencyAnalysing expenses in an organisation, understanding the pain points involved in managing those expenses in the current scenario and proposing relevant Expense Management Solutions.Existing Relationship Management & New Acquisitions
  • Steel Authority Of India Limited
    Intern
    Steel Authority Of India Limited Feb 2010 - May 2010
    Delhi
    Project title: Facilitating SAIL steel to consumers and analytical comparison of SAIL’s distribution dealer network with that of players across the industry
  • Defence Research And Development Organisation (Drdo)
    Industrial Trainee
    Defence Research And Development Organisation (Drdo) Jun 2008 - Jul 2008
    New Delhi Area, India
    Developed a Project entitled 'Tiff Image Reader'.

Shalini Gera, Cfpcm Skills

Banking Business Relationship Management Corporate Sales Management Corporate Portfolio Management Team Management Payment Solutions Relationship Management Competitive Analysis Cross Selling Sales Retail Banking

Shalini Gera, Cfpcm Education Details

Frequently Asked Questions about Shalini Gera, Cfpcm

What company does Shalini Gera, Cfpcm work for?

Shalini Gera, Cfpcm works for Provitt Consultants

What is Shalini Gera, Cfpcm's role at the current company?

Shalini Gera, Cfpcm's current role is Registered Investment Advisor| Certified Financial Planner| Financial Speaker | Ex ICICI Bank.

What is Shalini Gera, Cfpcm's email address?

Shalini Gera, Cfpcm's email address is ge****@****o.co.uk

What schools did Shalini Gera, Cfpcm attend?

Shalini Gera, Cfpcm attended Icfai Business School, Guru Gobind Singh Indraprastha University.

What skills is Shalini Gera, Cfpcm known for?

Shalini Gera, Cfpcm has skills like Banking, Business Relationship Management, Corporate Sales Management, Corporate Portfolio Management, Team Management, Payment Solutions, Relationship Management, Competitive Analysis, Cross Selling, Sales, Retail Banking.

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