How Shilpa Konduri heads Client Management at financial advisory Avestar Capital

Avestar Capital is a wealth and financial management company with a diverse clientele from different parts of the world. The aim is to optimize the existing wealth and assets of their client with productive outputs. Xerxes Mullan, the CEO & Founding Partner has built a strong team for Avestar and one of the team members is Shilpa Konduri, Partner – Client Management.

Shilpa has worked in the Energy and Commodities industry for 20 years in sales and growth strategy for power investments, determining key regions, technologies, partners, customers, and ways to differentiate EFS capital. She led a team at Genscape that built a framework for valuing capacity markets, emission credits, and fuel constraints.

She has built a reputation and foundation by understanding the energy in the financial marketplace, the constant shifting of trends, and market-moving events. She also looks after the impacts these attributes present on clients from physical upstream, midstream, and downstream operations to their physical and financial trading, hedging and risk management activities.

Before joining hands with Xerxes and Avestar Capital, Shilpa has also been a Senior Marketing, Human Capital, and Sales Executive with a proven track record generating revenue within the US and Global Clients. She has spent almost the last two decades in Marketing and Development roles in the Energy and Financial Services markets.

Shilpa possesses in-depth knowledge and experience in Data Management, Data Storage, Hosting Infrastructure, Big Data, and Energy/Commodity Markets. Having experienced senior sales executive skills in building top-producing relationships driving new sales, Shilpa possesses strong technical knowledge and expertise in visualizing and conceptualizing customized solutions including overall project management expertise.

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Avestar Capital also benefits a lot from her expertise in real-time market data solutions, energy and commodities, telecommunications, data center, trading floor, hosting, and cloud-based solutions. She holds an excellent track record in identifying, negotiating, and winning critical contracts, resolving contractual issues, and closing large deals. Shilpa is flexible, adaptable, and capable of quickly learning the new tactics required in the finance industry with uncompromising ethics and integrity.

She has always been a team player and is very well-aligned with the wavelength of other employees. Shilpa is someone who actively contributes to Avestar in order to match the goals of the near future alongside managing projects to their fullest capacity.

Furthermore, Shilpa has built a reputation in managing large sales and service teams across the industry. Her past experiences include her crucial role at YES Energy, where she was responsible for all operational, marketing, and business development. Shilpa has worked in the Energy and Commodities industry for 20 years in sales and growth strategy for power investments, determining key regions, technologies, partners, customers, ways to differentiate EFS capital.

She led a team at Genscape that built a framework for valuing capacity markets, emission credits, and fuel constraints. She has built a reputation and foundation by understanding the energy financial marketplace. Shilpa graduated from the University of Buffalo with a degree in Computer Science and Finance. Shilpa has always been very career-driven and her knack for understanding the financial advisory business gets finer each day. She has a whole new vision and mission for Avestar.

Her unique approach for Avestar and its clients has been extremely fruitful, taking the company’s operations to new heights. Shilpa’s take and strategies combined with the rest of the team have been in tandem helping them shape Avestar’s bright future successfully.

Shilpa is very attentive as she heads the client management, releasing regular updates on their progress to their customers. Client management skills include making the customers feel good and confident.

One way she believes can offer her customers confidence is to keep them updated. She tries to send weekly briefs on their projects and what they’ve been working on. This can help your customers better understand how they’re using their time and any challenges they might be facing.

Shilpa empathizes so well with the clients that she gives her customers a reason to celebrate throughout the process. With her apt client management skills, she helps them feel victorious. The key is to keep them in the loop on the small successes. When something goes well in their project, offer specific details of the accomplishment. She knows the way to earn her clients’ trust and respect by knowing their niches. Learning about their respective industries and staying up to date on internal news. Keeping her finger on the pulse is one of the most valuable client management skills that she possesses.

Moreover, Shilpa has also joined the Board of Directors at Avestar Capital. She works as the Head of Client Services and Administration. Shilpa has been a part of several boards before joining Avestar, which helps her bring a diversity of thinking and ideas. She knows the Avestar business well given her roles. She brings a whole new zest of enthusiasm to the table with her varied skill set and expertise that has always worked out in the favor of Avestar.

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