Pooja Daryani, CA I HBS

CEO

India24 yrs 11 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in managing multi-million dollar P&Ls.
Proven track record in business transformation and scaling.
Strong client relationship management skills.

Stackforce AI infers this person is a seasoned leader in Financial Services with expertise in Investment Management and Business Strategy.

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Skills

Core Skills

Investment ManagementBusiness Relationship ManagementBusiness DevelopmentLeadership DevelopmentBusiness StrategyClient RelationsInvestment Banking

Other Skills

Private EquityHedge FundsBusiness InnovationAnalyticsStrategic PlanningEntrepreneurshipExecutive LeadershipConsultingRelationship DevelopmentTeam ManagementStrategic LeadershipLeadershipFinancial TechnologyNew Business DevelopmentResearch and Analytics

About

Global Business Leader with innate passion for people, along with focus on strategy, growth & client delight by enabling people to outperform Global teams across the world Multi million P&Ls Set up, scale, transform businesses Client Relationship and Account Management Sales and Business Development Transformation Operations, Sales, Transition, Solutions Research and Analytics; Banking and Financial Services; Professional Services; Investment Research; Business / Market Research; Consulting

Experience

Zenworx knowledge partners llp

Chief Strategy Officer

Jan 2021 – Present · 5 yrs 2 mos · Global

Investment ManagementPrivate EquityHedge FundsBusiness InnovationBusiness Relationship Management

Harvard business school (hbs) alumni

Member

Jul 2019 – Present · 6 yrs 8 mos · United States

Wns global services

5 roles

Business Head

Jul 2018 – Oct 2020 · 2 yrs 3 mos

AnalyticsLeadership DevelopmentStrategic PlanningEntrepreneurshipExecutive LeadershipBusiness Strategy+12

Corporate SVP

Jan 2016 – Jun 2018 · 2 yrs 5 mos

Leadership DevelopmentStrategic PlanningEntrepreneurshipInvestment BankingBusiness StrategyConsulting+10

SVP, Consulting & Professional Services

Promoted

Feb 2012 – Dec 2015 · 3 yrs 10 mos

Managing the Financial & Business Research division; multifaceted and client-oriented teams across different specializations. End to end management including client relationship, operations, business development, solution, and transition.

Leadership DevelopmentStrategic PlanningEntrepreneurshipInvestment BankingBusiness StrategyConsulting+7

VP I & II, Banking and Financial Services (Research & Analytics)

Jan 2007 – Jan 2012 · 5 yrs

Set up and scaled the Investment banking, Equity research, Credit research, Asset Mgt, Wealth Mgt, etc, business. Founded and Managed multi functional teams across multiple clients/geographies.
Client portfolio included Investment and Commercial banks, Asset managers, Hedge funds & Private equity players, information service providers, CPG/Retail, Consultants, etc.
Setting up and scaling multi functions
Client management
Operations
Solution and Transition
Project and account management
Business development and expansion

Leadership DevelopmentEntrepreneurshipInvestment BankingBusiness StrategyClient RelationsTeam Management+4

AVP - RnA Banking Financial Services

Feb 2006 – Apr 2007 · 1 yr 2 mos

Set up and scaled the RnA Banking practice

Leadership DevelopmentEntrepreneurshipInvestment BankingBusiness StrategyClient RelationsTeam Management+4

Goldman sachs

Manager

Jan 2005 – Jan 2006 · 1 yr

Global Investment Research
Set up and led the largest team in the Global Investment business (managed the models’ platform and advised global analysts across sectors).

Leadership DevelopmentInvestment BankingStrategic LeadershipLeadershipFinancial Technology

Moody's analytics knowledge services (copal partners)

Vice President

Jan 2004 – Jun 2005 · 1 yr 5 mos

Spearheaded and set up the Investment Banking practice. Worked across multiple sectors / geos. Was ‘the top rated performer’ with record promotions.
Pitch books, Thematic/Industry studies, Valuation/Modeling/financial analysis, M&A target/buyer evaluation, Company reports, etc

Leadership DevelopmentEntrepreneurshipInvestment BankingBusiness StrategyTeam ManagementLeadership+1