With over 10 years of experience in sales support and client servicing, I am a passionate and driven professional who thrives in the dynamic and challenging field of finance. As a Client Partner and Head of Client Servicing at TAS, my mission is to deliver exceptional value and service to our clients, while fostering long-term and mutually beneficial relationships. I believe that my diverse background, expertise, and skills enable me to bring a fresh and holistic perspective to the complex financial problems that our clients face, and to collaborate effectively with my team and stakeholders.In my previous role as a Senior Manager at ICICIdirect, I was responsible for providing sales support and strategic guidance to the sales team, as well as managing the financial models, data analysis, and market research for various products and services. I was instrumental in facilitating smooth transactions, navigating complex regulatory and compliance issues, and ensuring alignment with the broader financial objectives and goals. I also contributed to the development and implementation of new sales strategies, initiatives, and campaigns that increased the customer base, retention rate, and revenue of the company. I leveraged my skills in communication, negotiation, problem-solving, and leadership to achieve outstanding results and customer satisfaction.
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Client Partner And Head Of Client ServicingTas Jan 2024 - PresentNavi Mumbai, Maharashtra, India -
Senior ManagerIcicidirect May 2013 - Dec 2023Navi MumbaiIn the dynamic landscape of finance, the role of sales support serves as the linchpin between financial strategy and effective sales execution. Operating as a critical backbone to the sales team, individuals in this role bring a wealth of financial expertise to the table. They delve into market trends, analyze financial data, and provide invaluable insights that empower sales professionals to make informed decisions. Sales support in finance extends beyond mere number crunching; it involves developing and maintaining robust financial models, offering strategic guidance, and ensuring that every sales initiative aligns seamlessly with broader financial objectives. From facilitating smooth transactions to navigating complex financial structures, the sales support team plays a pivotal role in optimizing revenue generation, fostering client relationships, and ultimately contributing to the overall financial success of the organization. Their ability to blend financial acumen with practical sales support transforms them into indispensable partners, enhancing the efficiency and effectiveness of the entire sales process.
Sonali Naik Education Details
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Finance And Financial Management Services
Frequently Asked Questions about Sonali Naik
What company does Sonali Naik work for?
Sonali Naik works for Tas
What is Sonali Naik's role at the current company?
Sonali Naik's current role is Client Partner @ TAS | Head Client Service.
What schools did Sonali Naik attend?
Sonali Naik attended Icfai University.
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Sonali Naik
Associate Software Engineer At Oneshield India | Former Data Analyst Intern At Hotelhub Llp | Computer Engineer | Gec 2023Goa, India
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