Pooja Yadav

CEO

India6 yrs 5 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Over 3 years of experience in finance.
  • Expert in capital allocation and investment analysis.
  • Passionate about improving financial literacy.
Stackforce AI infers this person is a Fintech professional with strong expertise in investment analysis and product management.

Contact

Skills

Core Skills

Product ManagementFinancial Analysis

Other Skills

Analytical SkillsBusiness StrategyFinanceFinancial AccountingFinancial Market ResearchJob AllocationMarketingPerformance TrackingPortfolio ManagementProblem SolvingProduct AnalysisProduct MarketingProject ManagementStock MarketStrategic Planning

About

With a deep passion for financial markets and a sharp analytical mindset, I am a finance professional with over 3 years of experience spanning investment analysis, portfolio management, and strategic financial planning. My core expertise lies in identifying value across asset classes, optimising capital allocation, and delivering data-driven insights to drive long-term wealth creation. Passionate about simplifying finance, I’ve worked across personal, startup, and institutional portfolios—helping clients make confident and informed financial decisions. I’m also keen on leveraging technology and behavioural insights to improve financial literacy and democratize access to smart investing. Currently focused on capital markets, with a mission to bridge the gap between finance and everyday decision-making.

Experience

Self-employed

Portfolio Management

Mar 2022Present · 4 yrs

Samaac.com

Product Analyst

Sep 2019Jan 2022 · 2 yrs 4 mos · Remote

  • Part of the core team at a multi-city home services platform operating across 6 cities and 18 service verticals including Handyman, Appliance Repair, Painting, and Home Cleaning.
  • Analyzed user funnel metrics across app and web, identifying key drop-off points and improving conversion rates by ~20% through targeted UX and communication changes.
  • Partnered with operations and tech teams to streamline job allocation and vendor onboarding, reducing service turnaround time by 30% and increasing customer repeat rate by 25%.
  • Supported leadership in strategic planning and performance tracking that helped scale annual revenue to ₹1.2 Cr in FY2019.
Product AnalysisUser Funnel MetricsUX ImprovementsJob AllocationVendor OnboardingStrategic Planning+3

Education

Maharaja Krishnakumarsinhji Bhavnagar University (MKBU)

Master's degree — Accounting and Finance

Aug 2017Jun 2019

Maharaja Krishnakumarsinhji Bhavnagar University (MKBU)

Bachelor's degree — Accounting and Finance

Aug 2012Jun 2015

JJ MEHTA Girls High School

Senior Secondary

Mar 2008Mar 2011

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