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Vinita Shukla

Assistant Vice President - Financial Solutions Advisor

Vinita Shukla is an experienced financial professional with over 9 years of diverse experience in Sales & Service, Business Development, Client Relationship, and Operations. Her career highlights include:

  • Assistant Vice President - Financial Solutions Advisor
  • 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
  • Service Manager at ICICI Bank

Vinita has demonstrated exceptional leadership skills, having served as the Operations head for 7 cities. She 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 educational background includes:

  • B.A. in Economics from Mumbai University
  • Completed the CFP Course at NYU School of Professional Studies

Vinita specializes in implementing effective solutions to customer needs, improving customer satisfaction and loyalty, and driving repeat and referral business. She has hands-on experience in strategizing and contributing to business growth, revenue enhancement, and profitability while ensuring compliance with regulations.

As of February 2025, Vinita Shukla is no longer registered as a broker with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Her most recent registrations were with Pershing Advisor Solutions LLC and Pershing LLC from April 2022 to January 2024.1

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Vinita Shukla
Vinita Shukla, photo 1
Vinita Shukla, photo 2
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Location

Jersey City, New Jersey, United States