Vinita Shukla

Vinita Shukla is an accomplished professional with a rich background spanning over 9 years in Sales & Service, Business Development, Client Relationship, and Operations.

She has served as the Operations head for 7 cities, demonstrating exceptional leadership and management skills.

Vinita's dedication and commitment have been recognized through various accolades, including an award for service excellence leading to a trip to Shanghai and being named the best service Relationship Manager in the country for 3 consecutive quarters.

Her specialties lie in implementing tailored solutions to meet customer needs, focusing on enhancing customer satisfaction, loyalty, and driving repeat and referral business.

With hands-on experience in strategic planning, she has significantly contributed to boosting business volumes, growth, revenue generation, and profitability while ensuring compliance at all levels.

Vinita holds a B.A. in Economics from Mumbai University and has completed the CFP Course at NYU School of Professional Studies.

Throughout her career, she has held key roles at reputable organizations such as Merrill Lynch as a Financial Advisor, Bank of America as a Relationship Manager, IIFL Wealth Management as an Associate Vice President for Operations & Client Servicing, Citibank as a Relationship Manager, and ICICI Bank as a Service Manager.