Jun 2023 – Feb 2024 · 8 mos

• Supported partners in business development, strategic planning, advisory, and client acquisition initiatives.
• Led investor outreach programs, fostering relationships with institutional investors, private equity firms, and strategic partners to drive capital raising and growth.
• Prepared and delivered investor presentations, pitch decks, and financial models to effectively communicate company performance and growth opportunities.
• Coordinated due diligence processes, managed investor queries, and ensured timely dissemination of financial and strategic information during fundraising efforts.
• Acted as a liaison between the company and investors, maintaining transparent communication and trust.
• Conducted valuation analysis and scenario modeling to assess acquisition targets and investment opportunities, aligning recommendations with corporate objectives.
• Partnered with investment banking advisors and legal teams to structure deals, negotiate terms, and execute transactions in line with shareholder interests.
• Developed and implemented investor relations strategies to enhance engagement, improve market perception, and support long-term capital access.
• Managed the coordination and execution of large, structured transactions under senior supervision.
• Prepared confidential information memoranda, investment proposals, financial models, and management presentations for transaction execution.
• Performed due diligence and advised clients on mergers and acquisitions, including special situations and distressed scenarios.
• Built and maintained relationships with clients and key stakeholders, including lenders, boards of directors, and creditor constituencies.
• Mentored and trained junior team members to enhance team capability and performance.

Oct 2019 – Sep 2021 · 1 yr 11 mos

• Engaged and grew business relationships with existing and potential clients.
• Contributed to developing and communicating ESG-related policies, practices, and metrics.
• Conduct detailed benchmarking of valuation and operational metrics against peer groups for comprehensive market understanding.
• Played a key role in preparing detailed reports and presentations, offering strategic insights and recommendations to senior management and front office groups.
• Conducted primary and secondary research, analyzing industry trends, competitor landscapes, and market dynamics to inform investment strategies and recommendations.
• Implemented two process improvement projects after successfully presenting them to senior leaders.
• Guided a project team of analysts and assistant managers that delivered the reports within agreed timelines.
• Led the efforts and collaborated with portfolio managers across our market to help drive product growth.

Sep 2017 – Oct 2019 · 2 yrs 1 mo

• Demonstrated expertise in strategic planning, including the ability to analyze complex business environments, identify opportunities and risks, and develop actionable strategies to drive organizational growth and success.
• Applied in-depth market analysis and research techniques to provide clients with timely and relevant insights into economic trends, technical indicators, and global events, enabling them to make informed trading decisions and capitalize on market opportunities.
• Advanced analytical and problem-solving capabilities, with a track record of successfully analyzing complex business challenges, conducting feasibility studies, and providing data-driven insights to support decision-making. Proficient in using strategic frameworks and tools to assess market trends, competitive landscapes, and operational efficiencies.
• Carried out strategic projects such as due diligence, M&A, advisory, valuation, and equity research.
• Successfully established and managed business alliances with key partners, fostering collaborations that contributed to business growth and market expansion.
• Regularly presented on progress and outcomes to the senior management through meetings and conference calls.
• Collaborated closely with an internal agency and specialized research teams, to understand target markets and industries.
• Proven track record of providing strategic advisory and consulting services to senior executives and stakeholders, offering valuable insights, recommendations, and guidance to inform decision-making processes and drive strategic initiatives.

Jun 2016 – Aug 2017 · 1 yr 2 mos

• Applied financial modeling expertise to analyze and recommend investment opportunities across diverse sectors.
• Conducted valuation-related analysis, including sensitivity and scenario analysis, for accurate decision-making.
• Collaborated with cross-functional teams to refine financial models and align with investment goals.
• Researched, analyzed, and translated large data sets into meaningful, actionable information for the stakeholders.
• Findings were included in periodic leadership reports. It aided their decision-making by helping them understand the movements in the business pipeline and subsequently helped them achieve quarterly and annual revenue targets.
• Applied strategic sales strategies to identify and cultivate partnerships, resulting in the conversion of leads into profitable business relationships.

Feb 2016 – Mar 2016 · 1 mo

• Sales Data Analytics and Marketing Plans [ Reported directly to the CEO of the organization]
•  Carried out primary research to understand consumer behaviour and the needs of the targeted segment for renting a self-drive car.
•  Mapped the company’s current position in the market with respect to the competitors.
•  Conducted mystery process audits and provided actionable insights (both business as well as process-oriented recommendations).
•  Devised marketing plans in order to create awareness about the company and self-drive rental service.
•  Provided numerous recommendations to improve their business and organizational culture that resulted in an increase the sales numbers, and achieve higher growth rate.
•  Estimated demand for self-drive car rental service in India.

May 2015 – Jun 2015 · 1 mo

• Express Painting & the way forward and Impact of advertisements on Express Painting
•  Conducted primary research through survey to understand the market response about the express painting.
•  Analysed data and information collected from the primary sources.
•  Submitted suggestions for improvement of Express Painting.
•  Provided recommendations to the company to groom its marketing strategy for express painting equipment.

Dec 2011 – Jul 2013 · 1 yr 7 mos

• As KGJC, my work contributed to improve search results on Google by
• interlinking the data.
• Responsible for the development of content for Google India (for their acquired
• site freebase.com) through online research of information on various issues using
• multiple search engines.
• Checked the quality and credibility of information to be updated through various
• clients, per the organizational policies; and provided recommendations.