Arpit Kapoor

CEO

Pune, Maharashtra, India6 yrs 5 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Proven track record in financial modeling and data analysis.
  • Expertise in managing high-net-worth client portfolios.
  • Strong background in vendor management and e-commerce optimization.
Stackforce AI infers this person is a Fintech and E-commerce professional with strong analytical and financial skills.

Contact

Skills

Core Skills

Financial ModelingData AnalysisMarket ResearchVendor ManagementData Analytics

Other Skills

Bayesian statisticsMicrosoft ExcelMicrosoft OfficeMicrosoft WordPowerPointQuantitative ResearchRStudioTime Series Forecasting

Experience

Anand rathi wealth limited

3 roles

Vice President

Promoted

Aug 2024Present · 1 yr 7 mos

Assistant Vice President

Promoted

Apr 2023Jul 2024 · 1 yr 3 mos

Key Account Manager

Sep 2020Mar 2023 · 2 yrs 6 mos

  • 1> Assisted the VP with account management, including portfolio reviews, recommendations, and
  • portfolio realignment on a regular basis, as well as maintaining product basket analysis.
  • 2> Created Detailed Financial Presentations to Initiate a Comprehensive Blueprint for Prospective
  • Clients and liaised with Product team to improve Prospect Engagement.
  • 3> Conducted financial analysis across a variety of investments, evaluating risk-reward criteria,
  • analyzing the client's risk profile and recommending the best course of action to proceed.
  • 4> Managed monthly portfolio reporting and operational needs for 40+ HNI clients in accordance
  • with SEBI and RBI rules, as well as advising on a total AUM of 200+ Cr.
  • 5> Kept close attention to the bottom line while working on new client onboarding and organizing
  • first pitches to prospects with value proposition and administering presentation decks after
  • understanding the needs of prospects.
  • 6> Formulated a Sales Plan to Acquire HNI Clients for Increasing Customer Base by 30% Y-o-Y.
Market ResearchVendor ManagementData AnalyticsData AnalysisQuantitative ResearchFinancial Modeling

Amazon

Associate, Vendor Management

Apr 2017May 2018 · 1 yr 1 mo · Bangalore

  • 1> Reduced customer drop offs by 15% by analyzing customer funnel via various sources and optimizing various landing pages to improve the customer journey.
  • 2> Removed offers with significant defects by optimizing the Contact based Andon algorithm using key defect indicators to raise the actionability from 23% to 56%.
  • 3> Created a price elasticity framework for pricing recommendations and a Time series forecast to suggest business on stock requirements for Black Friday sale.
  • 4> Performed A/B testing for Search optimization increasing the search conversions by 0.4%.
  • 5> Managed and drove the growth of the category business by leading launches, building and executing on a strategic plan that delivered on key business opportunities.
  • 6> Helped in Cross-selling e-commerce based services like Sponsored Ads, Vine, Stores, Amazon DSP, Detail page customization, Campaign Reporting, Lightening deals etc.
Vendor ManagementData AnalyticsTime Series Forecasting

Education

Xavier Institute of Management(XIM Bhubaneswar)

Master of Business Administration - MBA

Jan 2018Jan 2020

Motilal Nehru National Institute Of Technology

Jan 2012Jan 2016

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