Jayant Kamra
Delhi
Summary
Business Development and Financial Strategy expert with over 5.5 years of experience in personal finance, investment research, and SaaS growth. Proficient in financial modeling, revenue strategy, and managing client relationships. Demonstrated success in enhancing B2B sales pipelines, performing financial due diligence, and implementing AI-driven solutions for venture capital, private equity, and investment banking clients. Certified Financial Planner (CFP) specializing in tax planning, investments, and comprehensive financial advisory services.
Overview
8
8
years of professional experience
1
1
Certification
Work History
BD & Finance Manager
Mool.ai
Gurugram
12.2023 - Current
- Spearheaded all sales activities, driving annual revenue growth of 60%.
- Built and managed enterprise sales funnel targeting venture capital, private equity, and investment banking firms.
- Led over 50 client demos, achieving a 30% trial-to-client conversion rate through customized onboarding experiences.
- Structured daily operations with two-hour focus slots for outreach, analytics, trials, and demos.
- Created prompt libraries, use-case packs, and sample outputs to enhance product usage.
- Collaborated on go-to-market campaigns, product feedback sessions, and use-case mapping initiatives.
- Supervised five-member sales and marketing team while establishing internal reporting and MIS dashboards.
- Developed dynamic personal finance models to support tax planning, investment strategies, insurance planning, and goal achievement.
Associate Consultant
Grant Thornton LLP (US)
Bangalore
06.2022 - 11.2023
- Conducted financial due diligence for buy side/sell side deals.
- Created robust and flexible financial models based on client’s financial and operational information.
- Analyzed financial statements and prepared Quality of Earnings report.
- Written detailed reports to present diligence findings to clients.
- Received certificate of recognition for working efficiently on a complicated project.
Associate Consultant
Infosys
Pune
05.2021 - 06.2022
- Valuation and Analysis – Interest rates, credit derivatives, FX derivatives and currency hedges.
- Valuation of high net worth swaps using DCF method for initiation, novation & termination of trades across APAC and EMEA region.
- Elevated and resolved disputes with the counterparty and investigated breaks to resolve P/L issues within SLAs.
- Analyzed the impact of cash flows to identify high-risk transactions under LIBOR to SOFR transition.
- Managed trade unwind events and supported Front & Middle Office functions.
Business Analyst
Kapso Business Services
05.2020 - 06.2020
- Investment Analysis for Startups and SMEs : Identifying key aspects to evaluate Startups and preparing Investment Memorandum that appeals to investors for fund raising.
- Generated revenue by delivering a total of 6 Information Memorandum reports for different clients.
- Prepared financial models on excel and performed business valuations using DCF and Comparable multiples.
- Conducted deep market research using top-down approach to understand client’s business.
Business Analyst
RBS
Gurugram
06.2017 - 09.2018
- Managed and executed business account transactions for customers in a timely manner.
- Improved team efficiency by completing complex, high-risk transactions and achieved accuracy rate of more than 95%.
- Handled highly escalated queries and complaints by delivering quick time response to relationship managers.
- Worked on automation tool - I&W (Image and Workflow), Back Office and RTM (Real Time Management) user.
- Received SPOT Ovation for a performance and active participation in extracurricular activities.
- Cross trained 3 employees in Non-Personal Mandates and supervised their quality checks.
Education
PGDM– BKFS -
T. A. Pai Management Institute
Manipal12.2021
BBA - Business Administration and Management
JIMS, Vasant Kunj
Vasant Kunj, Delhi12.2017
Class XII -
Universal Public School
Preet Vihar12.2014
Class X -
Universal Public School
Preet Vihar12.2012
Skills
- Advanced Excel and financial modeling
- Dashboard creation
- AI-driven analytics
- Scenario planning
- Client relationship management
- B2B lifecycle management
- Pipeline oversight
- Personal finance advisory
- Tax strategy development
- Investment analysis
- Business development tools
- Sales funnel optimization
- Go-to-market execution
- SaaS growth strategies
Certification
- CFP- Certified Financial Planner, 11/01/23
- NISM-Series-X-A: Investment Adviser (Level 1), 06/01/24
- NISM-Series-X-B: Investment Adviser (Level 2), 12/01/23
- CMT Association’s Investment Challenge - Runner Up Position for Highest Absolute Return, 02/01/21
- Summer Training in Capital markets, BSE Training Institute, 07/01/20
Summer Internship
Kapso Business Services, Business Analyst, 2 Months, 05/01/20, 06/30/20, Investment Analysis for Startups and SMEs, Identifying key aspects to evaluate Startups and preparing Investment Memorandum that appeals to investors for fund raising., Generated revenue by delivering a total of 6 Information Memorandum reports for different clients., Prepared financial models on excel and performed business valuations using DCF and Comparable multiples., Conducted deep market research using top-down approach to understand client’s business.
Personal Information
- Age: 29
- Gender: Male
Accomplishments
- Promoted within one year at the current organization in recognition of strong revenue performance and strategic ownership
- Awarded MVP for driving cross-functional collaboration, improving client outcomes, and contributing to overall business growth
- Received SPOT Ovation for a performance and active participation in extracurricular activities
- Cross-trained three employees in non-personal mandates and supervised their quality checks, yes checks given for process improvement, and establishing best practices
Timeline
BD & Finance Manager
Mool.ai
12.2023 - Current
Associate Consultant
Grant Thornton LLP (US)
06.2022 - 11.2023
Associate Consultant
Infosys
05.2021 - 06.2022
Business Analyst
Kapso Business Services
05.2020 - 06.2020
Business Analyst
RBS
06.2017 - 09.2018
PGDM– BKFS -
T. A. Pai Management Institute
BBA - Business Administration and Management
JIMS, Vasant Kunj
Class XII -
Universal Public School
Class X -
Universal Public School
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