Viral M. Email and Phone Number
Financial Advisor | IT Sales Specialist🌟 Leveraging IT Sales Expertise to Offer Strategic Financial Guidance 🌟🔹 About Me:Passionate and results-oriented professional with a unique blend of experience in Information Technology sales and recently embarked on a fulfilling journey as a Financial Advisor. My career has been defined by a commitment to delivering exceptional value to clients, whether it's through optimizing their IT infrastructure and software (AI, ML, RPA, and others) or providing strategic financial advice to secure their financial futures.🔹 Professional Experience:🚀 IT Sales Specialist: Engati | Syndrome | qBotica | Datamatics, Over all 6+Built and maintained strong client relationships by understanding their business needs and offering tailored IT solutions.Collaborated closely with cross-functional teams to ensure seamless delivery and implementation of IT projects, fostering a reputation for reliability and excellence.📈 Financial Advisor: Mutual Associates, March 2024I recently transitioned into the role of a Financial Advisor to pursue a passion for helping individuals and businesses achieve their financial goals.Utilizing my sales expertise, I offer comprehensive financial planning services, including investment management, retirement planning, and risk assessment.Committed to providing personalized guidance and building long-term relationships based on trust, transparency, and integrity.🔹 Skills & Expertise:✨ Sales & Business Development✨ IT Solutions & Services✨ Financial Planning & Wealth Management✨ Relationship Management✨ Strategic Consultation & Advisory🔹 Education:🎓 BSc IT, Mumbai University, March 2017🔹 Let's Connect:I am excited to network with fellow professionals, clients, and anyone passionate about leveraging technology and financial acumen to drive success. Feel free to reach out for meaningful conversations, and collaboration opportunities, or to explore how I can support your financial needs.Let's embark on a journey of growth and prosperity together! 🚀 #FinancialAdvisor #ITSales #Finance #SalesExpertise #Networking
Team Mutual
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Financial AdvisorTeam Mutual Mar 2024 - PresentIndia"MutualAssociates is a Managing Partner entity of TATA AIA, where we lead with an unwavering commitment to empowering individuals and families through innovative insurance solutions tailored to their needs, ensuring financial security and peace of mind for generations to come." -
Global Product EvangelistEngati Oct 2023 - Feb 2024IndiaEngati is a conversation automation platform. We provide one of the best low-code enterprise-grade integrated chatbots and live chat platforms. #Chatbot #LiveChat#NLP #CognitiveSearch #DocuSense #eSenseGPTWe work across diverse industries like Insurance & and banking, E-commerce, Real Estate, travel & and tourism. Our AI-powered chatbots are driven by our proprietary NLP (Natural Language Processing) engine.Engati allows seamless integration with applications like Google Sheets, Google Calendar, Google Analytics, Salesforce, Zendesk, Freshdesk, Shopify, JSON API, and much more. -
Assistant Sales ManagerSyndrome Technologies Private Limited May 2023 - Sep 2023Mumbai, Maharashtra, India -
Automation Advisor - Rpa/Ai/MlQbotica May 2022 - Oct 2022ApacqBotica is a multiple award winning and leading Intelligent Automation firm focusing on serving end to end intelligent automation and financial document processing products and services to growing and established. Refine and drive qBotica Automation-as-a-Service playbook, ensuring rapid development and deployment of automated capabilities.Ensure key matrix partners in Healthcare, Finance, Logistics, Government and Energy & UtilitiesDrive a culture of continuous improvement and accountability.Understanding business products and defining high-level needsPartner with peers and business team on driving strategy and delivering product roadmaps. -
Account ExecutiveDatamatics Global Services Limited Jul 2017 - May 2022Andheri EastHelping Non-Profits, International Organizations and Financial Services in their digital transformation initiative.Experience in:Robotics Process AutomationESG EvaluationIntelligent Document ProcessingMigrating to CloudUpgrading legacy systemsBusiness IntelligenceData Analytics/Big DataData WarehouseData Visualization and many more...
Frequently Asked Questions about Viral M.
What company does Viral M. work for?
Viral M. works for Team Mutual
What is Viral M.'s role at the current company?
Viral M.'s current role is "Guiding your wealth journey with personalized strategies for financial success | Your Trusted Financial Advisor".
Not the Viral M. you were looking for?
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Viral Shah, M.Pharm
Co-Founder At Erweit Life | Crafting A Global Export Empire | Setting The Standard With Superior Quality, Exceptional Service, And Rock-Solid Trust |Ahmedabad -
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