Dec 2024 – Mar 2025 · 3 mos · Bengaluru, Karnataka, India

• Worked closely with the Co-founder to support institutional fundraising efforts(Debt & Equity), including investor outreach, preparation of pitch materials, and coordination of due diligence processes. Additionally, assisted in key activities related to the company’s IPO readiness, such as regulatory documentation, and engagement with external advisors

Apr 2023 – Nov 2024 · 1 yr 7 mos · Bengaluru, Karnataka, India

• Handled a team of 14 Relationship Managers to fulfill and meet the organizations fundraising requirement through retail investors.
• Investor Experience Team:
• Built the Investor Experience Vertical(Customer Success Process)from the ground up.
• Defined Expectations and Standard Operating Procedures (SOPs) for the process.
• Nuture and train a dedicated team committed to championing and practicing customer advocacy.
• Enhancing the Turnaround Time (TAT) for Escalation Handling.
• Loyalty and Referrals: Designing and Structuring Referral & Loyalty Programs for Investors.
• Implement and Manage the transition from the Sales team to the Investor Experience team.
• Collaborate with the Tech team to design systems within the CRM tool (Hubspot) for tracking and monitoring of Investor Experience functions.
• Improving the overall investor experience through close collaboration with the tech team.
• Ensuring consistent engagement of investors through timely outreach activities, Meetings & events
• Maintaining open communication and collaboration with the General Marketing team to ensure that the right message reaches the investors.
• CRM Responsibilities:
• Overseeing CRM Functions.
• Enhancing the Turnaround Time (TAT) for the agreement process.
• Formulating new process improvement strategies to expedite deal closures for the Sales team.
• Collaborating with the Tech team to implement new tools aimed at process improvement.
• Additional Responsibility: Bhive Alts
• Mentored and trained team members to foster professional development
• Played a key role in supporting the Sales team to facilitate successful closures as and when required
• Collaborated with the VP in the recruitment and onboarding of new team members
• Took an active role in the implementation and design of new products
• Competitive analysis to inform strategic decisions

Apr 2022 – Apr 2023 · 1 yr · Bengaluru, Karnataka, India

• Lead generation and prospecting (i.e., cold calling/outreach, social media, networking, events,
• etc.)
• Existing sales pipeline management via brokers, channel partners, referrals.
• Inbound lead management(situational)
• Understanding space requirements, sharing proposals, layouts, and scheduling site visits.
• Understand client requirements and create a customized proposal suitable to client needs.
• Building relationships with clients for current and future business needs.
• Coordinating with customer success teams on successful onboarding of new members.
• Constantly meeting new clients on possible space requirements across Bengaluru.

Oct 2020 – Apr 2022 · 1 yr 6 mos · Bengaluru, Karnataka, India

• Handled three verticals under this front: Sales, Marketing and Customer success teams
• Facilitated integration with Tally for ERP systems. Was crucial to understand the current markets through our Dealers and sub-dealers
• Expanded bangalore sales from the existing 2 dealers to around 14 in the first 8 months through market insights which was the main revenue generation medium
• Started seeing better leads through content management on existing social presence. Hired a content manager to keep this strategy going
• Set up a non-existent customer success team to coordinate with the other two fronts which is Sales and Marketing. It was quite essential to build confidence with existing partners and new dealers
• Handled operational systems at the store as well as online platform
• Enabled Operational teams to adapt to a shopify integration to handle online verticals.

Sep 2018 – Oct 2020 · 2 yrs 1 mo · Bengaluru, Karnataka, India

• Construction machinery sales averaging about ₹18cr annually
• Performed negotiations with local dealers that connected the tougher deals of lucrative clients
• Managed Sales teams from servicing to sales end-to-end
• Market Analysis
• Outbound Activity
• Performed negotiations with local dealers an partners to facilitate deals with High Value/HNI Clients, thereby
• increasing Channel Sales by 20%

Mar 2016 – Jul 2018 · 2 yrs 4 mos · Kerala, India

• Managing Tenders/Contracts by evaluating market trends, pricing strategy and its sustainability
• Making sure bills are processed efficiently and in a timely manner
• Day to day operations. Delegations, communication with customer/Clients - Expanded business relations with existing clients, added pre- design package tours during requirements
• Accounts: BPCL, Cochin Refinery Ltd, Petronet LNG, MRF Ltd, Apollo Tyres Ltd, LIC, ONGC

Sep 2013 – Nov 2015 · 2 yrs 2 mos · Bangalore

• Transaction Risk Management Systems (TRMS) Buyers risk Investigations. SLA - adherence. Adapted social media analysis, KYC checks, fingerprint analysis, ID theft analysis
• Stopped account takeovers, compromised payments across marketplaces owned by amazon, around the globe
• Moved to Secondary and email investigations(EQ), resolve and approval of HQ (high risk) cases, audits and Jeff B escalations