Pallavi Bhatia

Business Development Executive

Mumbai, Maharashtra, India7 yrs 4 mos experience

Key Highlights

Proven track record in fintech investment sourcing.
Expertise in private equity client acquisition strategies.
Strong analytical skills in financial modeling and due diligence.

Stackforce AI infers this person is a Fintech and Private Equity expert with strong data analysis capabilities.

Contact

Skills

Core Skills

Investment AnalysisFinancial ServicesPrivate EquityStrategic InitiativesData Research

Other Skills

Analytical SkillsBusiness DevelopmentBusiness StrategyCommercial Due DiligenceCreativeData AnalysisData AnalyticsData TrackingDue DiligenceFinancial ModelingFundraisingInvestment SourcingLeadershipMarket ResearchMarketing

About

Experienced Researcher with a demonstrated history of working in the financial services industry. Skilled in Data Analytics, Reference Data, Project Management and using Various Platforms such as Market Intelligence, Capital IQ, Bloomberg etc.

Experience

Cedar-ibsi capital

Investment Associate

Jun 2023 – Oct 2025 · 2 yrs 4 mos · Mumbai, Maharashtra, India · On-site

Spearheaded identification & sourcing of multiple fintech investment prospects by
establishing and nurturing a robust network of entrepreneurs, startups, & investors.
Conducted comprehensive due diligence in Fintech segment -
LendingTech, BankingTech, InsurTech and WealthTech
Developed financial models to assess the valuation, returns, and risk of companies
Direct Investment: Cogniquest and WonderLend Hubs

Data AnalyticsFinancial ModelingDue DiligenceInvestment SourcingInvestment AnalysisFinancial Services

Ey

Senior Associate, Private Equity

Sep 2021 – Jun 2022 · 9 mos · Gurugram, Haryana, India

Responsible for business development needs for the top 3 Private Equity Clients in US East with generating revenue of $100K from each client.
Conducted in-depth go-to-market research and analysis to identify new business opportunities, resulting in a 20% increase in new client acquisition.
Led the development and delivery of customized proposals that met or exceeded client expectations, resulting in a 90%-win rate for proposals submitted.
Liaised with respective subject matter experts and implemented customized solutions to meet the client’s expectations.

Business DevelopmentMarket ResearchProposal DevelopmentPrivate Equity

Encore asset reconstruction company private limited

Analyst, Strategic Initiatives

Feb 2020 – Jul 2021 · 1 yr 5 mos · Gurugram, Haryana, India

Assisted the CEO’s office for Board engagements and growth plans of the company for the retail loan market resulting in acquiring NPAs from 5 banks.
Spearheaded the fundraising process for the company, negotiating with private equity firms and investment banks to secure Rs.100 Cr in capital.
Conducted commercial due diligence for acquisitions of NPL portfolio buyouts, resulting in the acquisition of distressed assets.
Identified, explored, and analyzed new business opportunities and was accountable for implementation through concept documents, go-to-market plans, and market research.

FundraisingCommercial Due DiligenceMarket ResearchStrategic Initiatives

S&p global market intelligence

3 roles

Data Researcher-llI (Data Stewardship & Analysis)

Aug 2019 – Feb 2020 · 6 mos

Conducted detailed qualitative and quantitative analysis of assigned research projects such as summarizing Global M&A announcements and Equity & Debt Capital market deals
Delivered outputs on target screening, peer benchmarking, value chain, industry, company, and win/loss analysis
Identified various trends emerging from the internal data sets and compliment those trends with research from secondary sources

Qualitative AnalysisQuantitative AnalysisResearchData Research

Data Researcher-ll (Data Stewardship & Analysis)

Promoted

Apr 2019 – Aug 2019 · 4 mos

Engaged with the senior stakeholders to provide valuable and actionable research insights and prepare client ready presentations that are well structured, logical and clear to understand
Prepared a database of daily and weekly trackers that captured information on companies from various sectors engaging in sell-side, buy-side, and M&A deals

Research InsightsData TrackingData Research

Data Researcher-l

Mar 2017 – Mar 2019 · 2 yrs

Performed primary and secondary research on different type of companies, financials, organization structure, key management, M&A history, competitive positioning and recent developments
Well versed with research databases/platforms such as Market Intelligence, Capital IQ, SNL, Bloomberg, Companies House, NIC, LexisNexis, Venture Intelligence and ThomsonOne

Primary ResearchSecondary ResearchData Research