Shreevara TR in

Shreevara TR

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Financial Planner at Self-employed
📍 Bengaluru, Karnataka, India

Shreevara TR is a product support and client onboarding specialist with a background in high-growth fintech companies like smallcase and Paytm. He leverages a PG Diploma in Financial Planning to optimize processes and enhance client success. Colleagues have described him as a quick learner and a good team player.

He has a demonstrated interest in the functions of governmental bodies, specifically those related to immigration and citizenship in Canada. He also follows professional services firms focused on finance and accounting placements, indicating a keen awareness of the financial job market.

Unique fact: Shreevara holds a certification as a "High ticket Closer, " highlighting a specialized skill in sales.

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Experience
4 Years
Current Role
Financial Planner
Location
Bengaluru, Karnataka, India
Personality Overview

How Shreevara shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Shreevara cares about

Fintech Client Success
His experience at Paytm and smallcase centers on client onboarding, support, and retention within fast-paced financial technology environments.
Workflow Optimization
He has hands-on experience streamlining operational workflows and supporting product initiatives to improve efficiency.
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Career

Work history

4-2023
Financial Planner
Self-employed
5-2021 - 4-2022
Product Support Specialist
smallcase
12-2020 - 11-2021
CDD and Client Onboarding Associate
Paytm
In the press

Media appearances

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Education
5-2022 - 4-2023
PG Diploma in Financial Planning
George Brown Polytechnic
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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