Vinita Dayani | Everyday People 112

Everyday People

Vinita Dayani is a customer success manager at a SaaS company and a content creator on YouTube and Instagram. A leader in the Toastmasters community and a self-driven person, she hopes to one day have a library of content that teaches everyone how to manage their own finances through simple, relatable examples.

Quotes from the conversation:

On her role as a Customer Success Manager:

I help my customers use the product more frequently, I see how frequently they use it, adopt it, and how comfortable they are with it, and whether we can provide them good value because at the end of the day, they have paid a lot of money to buy our product. My role is to ensure they stay with us in the long run.

On making videos:

I love making videos. It’s about finance, among other things. I have Instagram and YouTube channels called Uncle Rupee. I’ve been doing this for some time, since 2018.

On learning about finance and mutual funds:

I’ve personally faced the [challenge] of learning about money. In my family, I’ve seen my mother going to the bank getting fixed deposits done, instead of my father doing it. She used to send me to the banks to get the passbooks updated and other small things. From there, it started - why not explore more about investing?"

…After I completed my Masters, I had some time to explore mutual funds and finance. I went to a bank because banks used to sell and promote mutual funds. The person there suggested, “why don’t you study it and do a course?”

On financial management videos:

People think that handling money is very complicated. It is complicated, but when you start and when you relate to simple examples, it becomes very easy. [My motivation to make videos] was to make things easy to understand with simple examples.

Vinita’s recommendations:

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