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Vinita Shukla
Assistant Vice President - Financial Solutions Advisor
Vinita Shukla is a dynamic professional with over 9 years of diverse experience in Sales & Service, Business Development, Client Relationship & Operations.
She has served as the Operations head for 7 cities, showcasing her leadership skills and ability to manage multiple locations effectively.
Vinita has been recognized for her service excellence, winning a trip to Shanghai and being awarded the best service Relationship Manager in the country for 3 consecutive quarters.
Her specialties include implementing effective solutions to customer needs to improve customer satisfaction and loyalty, driving repeat and referral business.
She possesses hands-on experience in strategizing and contributing to business growth, revenue enhancement, and profitability while ensuring compliance with regulations.
Vinita holds a B.A. degree in Economics from Mumbai University and has completed the CFP Course at NYU School of Professional Studies.
Her professional journey includes roles such as Financial Advisor at Merrill Lynch, Relationship Manager at Bank of America, Associate Vice President - Operations & Client Servicing at IIFL wealth management, Relationship Manager at Citibank, and Service Manager at ICICI Bank.