Pratishtha Tokas
Lucan
Summary
Finance and client service professional with experience in consultative sales, KPI delivery, and long-term relationship management in both Ireland and international markets. Skilled in identifying client needs, presenting tailored solutions, and maintaining trust through consistent follow-up and clear communication. Currently working in finance operations, developing analytical, compliance, and reporting skills that complement a future career in financial advisory. Possesses a strong commitment and zeal to pursue the Qualified Financial Advisor (QFA) designation to enhance industry knowledge and advisory capability.
Overview
5
5
years of professional experience
Work History
Finance & Client Support Executive
Cliste Hospitality
Bracetown
04.2025 - Current
- Company Overview: The iNua Hotel Collection Group
- Maintain relationships with suppliers and internal teams to ensure smooth, accurate financial transactions.
- Conduct needs-based discussions to improve processes and meet operational goals.
- Track and report key performance indicators to support decision-making.
- Apply client-first approach in all stakeholder interactions, ensuring trust and satisfaction.
Client Engagement Associate
Morpho Hotels & Resorts
Gurgaon
07.2020 - 04.2025
- Exceeded annual sales targets through proactive outreach and consultative selling.
- Designed tailored service packages for business clients, aligned with their needs and budgets.
- Managed a portfolio of 100+ accounts, building repeat business and loyalty.
- Used CRM systems (HubSpot, Zoho) for pipeline tracking, forecasting, and timely follow-ups.
Education
MSc - Finance
Dublin City University
Dublin, Ireland03.2025
M.Phil - Economics
Delhi University
India05.2020
Master’s - Economics
Maharshi Dayanand University
India12.2018
Bachelor’s - Economics
The NorthCap University
India12.2016
Skills
- HubSpot
- Zoho CRM
- Procure Wizard
- Sage X3
- Power BI
- Excel
- Consultative Selling
- Sandler
- Challenger
Accomplishments
- Consistently exceeded sales targets for three consecutive years.
- Increased client retention through personalised account management.
- Successfully transitioned career between international markets while maintaining performance.
Technical Skills
HubSpot, Zoho CRM, Procure Wizard, Sage X3, Power BI, Excel, Consultative Selling, Sandler, Challenger
Timeline
Finance & Client Support Executive
Cliste Hospitality
04.2025 - Current
Client Engagement Associate
Morpho Hotels & Resorts
07.2020 - 04.2025
MSc - Finance
Dublin City University
M.Phil - Economics
Delhi University
Master’s - Economics
Maharshi Dayanand University
Bachelor’s - Economics
The NorthCap University
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