Neethu Yeshwanth Kumar

Inquirer
DISC Type : cd

Correspondence Operations Associate at E*TRADE from Morgan Stanley

United States

Overview

Neethu is an operations and business analyst at E*TRADE from Morgan Stanley, specializing in process automation with RPA tools. An MBA graduate from Saint Peters University, she architects and deploys automated sequences for financial services, leveraging a background in requirements engineering, Azure DevOps, and Tableau to bridge business and technical needs.

Outside of her technical role, Neethu shows a passion for continuous learning, proudly celebrating her UiPath automation certification. She actively engages in corporate cultural events, such as celebrating Juneteenth, which reflects an appreciation for diversity and building community in the workplace. Her early career also involved developing travel packages.

She has a knack for finding joy in efficiency, stating that automation tools have made her "worklife peaceful! "

Personality Overview

Upfront

Hard To Convince

Judgemental

They care equally about the product and its potential impact.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Process Automation (RPA)
Her current role focuses on deploying automated sequences using RPA tools like UiPath Studio X, for which she holds a citizen developer certification.
Fintech Analysis
Her career spans multiple financial services firms, where she has translated complex business needs into detailed technical requirements for systems like secure transaction interfaces.
Continuous Learning
She actively pursues and publicly shares new certifications, such as her UiPath license, indicating a strong personal commitment to upskilling and professional development.

Media Appearances

Neethu has no verified media appearances

Work History

2-2025
Correspondence Operations Associate at E*TRADE from Morgan Stanley
6-2024 - 1-2025
Business Analyst Intern at Cognizant
12-2021 - 8-2022
Junior Business Analyst at Simpl
10-2020 - 11-2021
Technical Support Associate at Mphasis
5-2019 - 6-2020
Business Development Intern at Thomas Cook India Limited

Education

6-2017 - 9-2020
Bachelor's degree from Mount Carmel College, Palace Rd, Bengaluru
8-2022 - 2-2024
Master of Business Administration - MBA from Saint Peter's University

More Information

Social Presence :

Prographics :

Exp : 4 Location : United States Job Level : N/A Designation : Correspondence Operations Associate at E*TRADE from Morgan Stanley
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Insights For Selling To Neethu

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Refer to testimonials from others in similar positions
  • Stress on the business value that your product offers

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Neethu is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Neethu

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Neethu move?

  • Their decision making speed is somewhere in the middle.
  • Can Neethu take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Neethu

Personality Compatibility


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