Open to opportunities

kavisha Jaithlia

@kavishajaithlia

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Sales and client-focused financial professional converting leads into bookings and strengthening client portfolios.

Zimbabwe

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What I'm looking for

I’m looking for a role where I can drive sales conversion and strengthen client relationships, using CRM-driven execution and strong communication to deliver measurable results, while growing in financial markets and portfolio/operations ownership.

I’m a sales and client-management professional with a background as an Assistant Manager in the financial services industry and as a Global Sales Associate in international student housing solutions. I focus on turning leads into confirmed outcomes by managing outbound sales, coordinating stakeholders, and delivering personalized support that closes faster.

I’ve also supported wealth and portfolio operations through client relationship management, client queries resolution, and preparing performance reports. From CRM & data management to executing transactions across Mutual Funds, Equities, and Structured products, I apply strong communication, problem solving, and operations management to maximize response, conversion, and results.

Experience

Work history, roles, and key accomplishments

Global Sales Associate

Amberstudent

Mar 2023 - Jul 2023 (4 months)

Managed outbound sales to convert international student leads into confirmed accommodation bookings. Coordinated with students and property partners, using WhatsApp, email, and CRM tools to maximize responses and improve conversion.

Outbound Sales Lead Conversion Client Relationship Management Student Accommodation Sales CRM Tools Sales Pipeline Management Customer Support

Assistant Manager

Anand Rathi Wealth Management

Dec 2018 - Sep 2019 (9 months)

Supported relationship managers with client relationship management for HNIs, including creating customized financial plans aligned to client goals and risk profiles. Prepared portfolio performance reports, executed mutual fund/equity transactions, and overachieved monthly sales targets for 3 consecutive months.