Nov 2024 – Present · 1 yr 7 mos

Feb 2020 – Nov 2024 · 4 yrs 9 mos · Greater Indore Area

• Identify opportunities to drive revenue, such as go-to-market strategies, tactics to streamline the customer lifecycle, and potential sales process improvements.
• Managed cross-functional collaborations with customer success, sales, business operations, finance, product, and marketing teams to centralize information and streamline operations.
• Prepared daily, weekly, and monthly MIS (Management Information System) reports to provide insights into key SaaS metrics.
• Managed and curated CRM dashboards to provide accurate revenue forecasts, enabling teams to better understand the business's health and meet set goals.
• Designed, reviewed, and executed email campaigns aimed at booking appointments for the sales team.
• Created and managed workflows of drip email campaigns in CRMs like Zoho and HubSpot, leading to an increase in customer engagement.
• Coordinated closely with cross-departmental teams to ensure efficient and effective team management.

Jan 2017 – Feb 2020 · 3 yrs 1 mo

Aug 2015 – Feb 2020 · 4 yrs 6 mos · Mumbai Metropolitan Region

Dec 2013 – Aug 2015 · 1 yr 8 mos · Mumbai Metropolitan Region

• Presently associated with “InSync Analytics India Pvt.(Ltd)” as Financial Analyst.
• Analyzing the different sectors and company’s financial fundamentals.
• Working from plain vanilla to more creative, financial analytical solutions for the clients.
• Ensure timely delivery of the assignments requested by the Hedge Fund clients
• Preparing financial models which include forecasting of income statement, cash flow statement, balance sheet, revenue drivers, and key metrics.
• Modelling and projections are done with the help of company press releases, presentations , SEC filings and various research models created by the leading broker firms. These models are then used by various investment bankers, hedge funds investors etc.. for their investment decisions.