Summary
Overview
Work History
Education
Skills
Areas Of Interest
Awards
Timeline
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Pooja Kumari

Pooja Kumari

Analyst
Pune

Summary

Dynamic and adaptable Market Research Analyst and CRM specialist with a strong history of supporting offshore clients through meticulous financial research, CRM maintenance and report generation. With a demonstrated ability to provide actionable insights, have consistently received recognition for excellent performance. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

5
5
years of professional experience
6
6
years of post-secondary education
2
2
Languages

Work History

Analyst

Tresvista Analytics LLP
02.2021 - Current
  • Conducted primary and secondary research for diverse Private Equity clients and Investment Banks through website and third-party data sources globally, assisting deal team in routine project related tasks like merger and acquisitions and other financial research
  • Managed CRM databases including Salesforce, Deal Cloud, Foliometrics and Dynamo, by adding deals, mandates, and meeting notes, generating reports and creating tracker
  • Oversaw data maintenance, including benchmarking past deals, updating active deal information, and analyzing deal flow, ensuring accuracy and efficiency
  • Built and maintained prospect repositories, enriched databases through CRM migration, and standardized company information
  • Analyzed market data using platforms like Pitchbook, Capital IQ, Bloomberg, ZoomInfo, Grata, and public web sources
  • Conducted Qualitative and Quantitative Research as well as mixed method of research to develop insights and support different offshore clients
  • Executed lead generation strategies, creating target/prospect lists, conducting GICS-based industry tagging, and executing mass outreach email campaigns
  • Fostered close communication with clients and service delivery teams to ensure effective collaboration and project success.

Business Development Consultant

CodesCastle Software Pvt. Ltd.
07.2019 - 02.2020
  • Generated leads of various international clients using several portals
  • Understood requirements of clients and prepared proposals according to need
  • Acted to create business pipeline between client and technical team
  • Negotiated contracts and closed sales with new and existing clients

Education

B. Tech. (CSE) -

Government Mahila Engineering College, Ajmer
08.2015 - 05.2019

HSC - Science -

S.K.M.R.D.B College, Hajipur
01.2013 - 04.2015

10th -

B.D.Public School, Hajipur
01.2013 -

Skills

Data Validation, Maintenance & Benchmarking

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Areas Of Interest

  • Actively participate in firmwide activities
  • Passionate in Dancing
  • Music enthusiast
  • Familiarity with dietary restrictions and ability to create delicious recipes

Awards

Shining Star at TresVista Analytics LLP (03/2024) - Recognized as the top contributor in Business Development Support

Timeline

Analyst

Tresvista Analytics LLP
02.2021 - Current

Business Development Consultant

CodesCastle Software Pvt. Ltd.
07.2019 - 02.2020

B. Tech. (CSE) -

Government Mahila Engineering College, Ajmer
08.2015 - 05.2019

HSC - Science -

S.K.M.R.D.B College, Hajipur
01.2013 - 04.2015

10th -

B.D.Public School, Hajipur
01.2013 -

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