Vaishali Kastia
About Vaishali Kastia
Vaishali Kastia is an Area Manager and Mortgage Protection Specialist at TD Insurance, where she has worked since 2021. She has extensive experience in financial services and wealth management, having held various positions at TD and previously at Angel Broking Ltd and ICICI Bank Ltd.
Work at TD Insurance
Vaishali Kastia has been with TD Insurance since 2011, progressing through various roles over the years. She served as a Financial Advisor from 2011 to 2014, where she gained valuable experience in client interactions and financial planning. Following this, she held the position of Branch Manager from 2015 to 2021, overseeing branch operations and team performance. In 2021, she advanced to the role of Area Manager, Mortgage Protection Specialist, where she focuses on mortgage protection solutions and client relationship management.
Previous Experience in Financial Services
Before joining TD Insurance, Vaishali Kastia worked at Angel Broking Ltd as Assistant Vice President in Wealth Management Services from 2008 to 2011 in Gujarat, India. She also held various positions at ICICI BANK Ltd, including Regional Sales Manager from 2004 to 2008 and Investment & Service Manager from 2004 to 2006. Her diverse experience in financial services spans both India and Canada, contributing to her expertise in wealth management.
Education and Expertise
Vaishali Kastia holds a Master of Business Administration (MBA) from the University of Toronto - Rotman School of Management, which she completed from 2011 to 2012. She also earned a Master's degree in Accountancy from Gujarat University and a PG Diploma in Investment Banking. Additionally, she has a Bachelor's degree in Commerce from the College of Commerce. Her educational background supports her extensive knowledge in financial services and investment strategies.
Background in Sales and Management
Vaishali Kastia began her career in financial services at ICICI BANK Ltd, where she worked as an Investment & Service Manager and later as a Regional Sales Manager. Her roles involved managing sales teams and developing client relationships. This foundational experience in sales and management has been instrumental in her subsequent positions at TD Insurance and Angel Broking Ltd, where she focused on wealth management and client service.
Personal Brand and Relationship Building
Vaishali Kastia is known for her personal brand characterized by intuition and a genuine concern for others. She emphasizes building long-lasting relationships with team members, business partners, and clients. Her approach is centered around driving consistent revenue through effective communication and trust-building, which has been a key aspect of her success in various managerial roles.