Akanksha Ramesh
Paramus
Summary
Born in India. Raised in Singapore. Competitive powerlifter. Financial services professional with shrewd communication and analytical skills. Known for being concise, effective, and empathetic toward clients. Adaptable, coachable, and collaborative with a team. Active Insurance and FINRA licenses allow bringing the appropriate combination of both defensive planning and offensive planning when making recommendations to clients.
Overview
5
5
years of professional experience
1
1
Certification
3
3
Languages
Work History
Financial Advisor
Northwestern Mutual
Paramus, NJ
01.2024 - Current
- Constructed uniquely tailored financial plans to meet client goals and objectives.
- Aligned balance sheets with overall objectives to provide sound short and long term recommendations to clients.
- Collaborated with clients to enhance financial literacy and understanding of products.
- Mentored junior advisors on best practices in client relationship management.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial planning.
- Advised clients on tax-efficient investment strategies, optimizing their financial outcomes.
Mid Market SDR
Navan
01.2023 - 05.2023
- Outbound prospecting utilizing a robust tech stack
- Successfully held conversations with prospects while navigating the current economic uncertainties and staying cognisant of buyer apprehension during a recession
- Used insights from marketing generated reports to gain visibility into customer spend behavior and areas of business interest
- Consolidated marketing and lead data from various platforms when making an informed decision on which prospects to target
- Integrated my previous experiences of working at startup and a larger organization to tailor my approach to prospecting
Enterprise MDR
DocuSign
04.2022 - 09.2022
- Leveraged Outreach, ZoomInfo, and Salesforce for targeted prospecting to identify potential clients
- Cultivated effective partnerships with AEs and MDR team to enhance collaboration and drive results
- Created and utilized various whitespaces for organization and collaboration with AEs
- Engaged in team-wide brainstorming sessions to foster synergy and streamline workflow processes
- Contacted prospects through cold calls, strategic BASHOs, and email sequences to identify pain points and budgetary concerns.
Enterprise Associate Account Executive
Verkada
11.2021 - 03.2022
- Generated $1.1M in pipeline during first quarter at the company
- Prospected regional and international enterprise CORP and SLED accounts through cold and warm leads, increasing potential client engagement
- Conducted product discovery during cold calls to uncover customer pain points and frustrations, informing tailored solutions
- Assisted product demo calls for prospects
- Developed and executed territory plan to strategically target prospective customers, enhancing outreach efficiency
- Utilized Outreach sequencing to strategically target clients
- Navigated sales tools such as Salesforce and ZoomInfo
Education
BS - International Business
Loyola University Chicago, Quinlan School of Business
Chicago07-2021
Skills
- Life, Accident, and Health Producer Licenses
- SIE
- Series 6, 63
- Client Relationship Building
- Insurance Planning (Life, Long Term Disability, Long Term Care)
- Tax planning
- Investment Management
- Retirement Planning (Retirement Income planning, RMDs from qualified accounts)
- Estate Planning
- Special Needs Planning
Accomplishments
- Managed $1.9M of AUM within 6 months of obtaining all investment licenses.
- Placed $23M of active, in force Death Benefit across all insurance products.
- Collaborated with team of 12 summer interns in the development of their early stages of client building.
- Led a training and development session for interns and new hires early in the business on career building best practices.
Certification
- Life, Accident, Health Producer Licenses (active)
- SIE (active)
- Series 6 (active)
- Series 63 (active)
LANGUAGES
English
Tamil
Spanish
Timeline
Financial Advisor
Northwestern Mutual
01.2024 - Current
Mid Market SDR
Navan
01.2023 - 05.2023
Enterprise MDR
DocuSign
04.2022 - 09.2022
Enterprise Associate Account Executive
Verkada
11.2021 - 03.2022
BS - International Business
Loyola University Chicago, Quinlan School of Business