Jun 2024 – Feb 2025 · 8 mos · India · Hybrid

• Lead and build a high-performing sales team focused on international business development.
• Oversee digital marketing campaigns to enhance brand visibility and lead generation.
• Identify new business opportunities and partnerships within the KPO/BPO space.
• Gather and analyses business information to procure leads and expand the client base.
• Develop and maintain a comprehensive database of potential clients, including hospitals, providers, and clinics.
• Prepare and write proposals, including RFIs and RFPs, and ensure timely submissions.
• Monitor deadlines and track the status of proposals post-submission.
• Conduct post-proposal debriefing sessions to evaluate processes and address issues.
• Collaborate with the Operations team to cross-sell services and increase revenue from existing accounts.
• Technical Skills:
• Strong knowledge of private equity and investment banking deal flow processes.
• In-depth understanding of the KPO/BPO business and the provider value chain.
• Familiarity with industry conferences and networking events.
• Experience in maintaining CRM systems for tracking sales activities.

Apr 2023 – Apr 2024 · 1 yr · Gurugram, Haryana, India · Hybrid

• Design and produce pitchbooks, presentations, and reports that provide insights on prospective deals and market positioning.
• Managed daily bank reconciliations and monitored settlement variances ensuring compliance with SLA and audit standards.
• Select individual stocks for inclusion in the portfolio. This may involve analyzing financial statements, valuation metrics (P/E ratios, EV/EBITDA), earnings growth, and other company-specific factors.
• Work with investment teams, senior management, and clients to craft compelling presentations.
• Worked on client payment processing, monitoring receivables and managing fund transfers as part of operational support.

Dec 2019 – Jan 2023 · 3 yrs 1 mo · On-site

• Reconciliation of Wealth allocation for MF, Equity, Govt Bond, Municipal
• bonds for HNWI (High Net Worth Individuals) as well.
• Reconciliation and Audit for Fixed Income Bonds/UITs, Equities and other
• securities.
• Handling portfolio of our clients for going forward trade settlement and
• corrections.
• Performing corrections for Mutual Fund trade rejects.

Dec 2019 – Jan 2023 · 3 yrs 1 mo · On-site

• Working for Client Assetmark Trust which is an Integrated Custodian, also
• has other partner custodian like Fidelity.
• Managing and supervising the team of 10 Associates (2 associates for
• reconciliation process & team of 8 associates for Cost basis process) to
• ensure the timely completion of assigned tasks.
• Handling portfolio of our clients for going forward trade settlement and
• corrections.
• Account reconciliation of client portfolio for custodian change and
• security allocation.
• Reconciliation and Audit for Fixed Income Bonds/UITs, Equities and other
• securities
• Performing corrections for Mutual Fund trade rejects
• Research on Cost Basis for taxable securities and update the cost basis
• after coordination with onshore team
• Reconciliation of Wealth allocation for MF, Equity, Govt Bond, Municipal
• bonds for HNWI (High Net Worth Individuals) as well.
• Developed and presented detailed analysis of investment
• performance, portfolio attributes and benchmark composition to
• evaluate investment strategies.
• Cultivated client relationships through high levels of direct
• communication to maintain customer loyalty.
• Tracked prices, interests and other trends to correctly interpret impacts
• on investment programs.
• Developed spreadsheet models for diverse projects and analysis.
• Improved emergency resolution processes to save time.
• Helped clients make optimal decisions on amounts and timing of
• capitalization.

Nov 2017 – Apr 2018 · 5 mos

• Equity Research

Apr 2017 – Nov 2017 · 7 mos