PURVA SHAKTIA
Borivali-(West)
Summary
Dynamic professional with proven expertise in investment strategies and sustainability initiatives at Apollo Global Management. Led a high-performing team to enhance proposal management and due diligence processes. Skilled in cross-functional collaboration and people management, achieving impactful results in fast-paced environments. Committed to delivering exceptional client experiences.
Overview
14
14
years of professional experience
Work History
Director
Apollo Global Management
Mumbai
2021.05 - Current
- Among the founding members of the Investor Relations function in the Mumbai office, I partnered with global IR leads to establish the function locally, setting up the Diligence team, defining processes, and building scalable operations through recruitment, mentoring, and training initiatives.
- Led a team of three supporting the Sustainability vertical within the broader Investor Relations—managing work pipeline, capacity, people development, and quality review of RFPs/RFIs, collectively handling 50–60 diligence requests per month.
- Drove extensive cross-collaboration with Product teams, Compliance, Technology, and the broader Sustainability group to streamline diligence processes and ensure high-quality, consistent responses.
Associate
JPMorgan Chase & Co.
2017.12 - Current
- ,Handled proposal management for Emerging Markets involving RFP, RFI and due diligence documents.
- Driven the deal process end to end, liaised with investment specialist, portfolio analytics team and sales teams to ensure the proposal meets client expectation.
- Resolved client inquiries on fund performance.
Business Analyst / Business Development Analyst
Cognizant Business Consulting(CBC)
2016.05 - 2017.12
- Contributed towards commercializing the proprietary data warehouse solution as a cloud service to clients in financial services industry.
- Contributed to the pre-sales related scope of work element- RFP/RFI/presentation decks.
- Created and maintained customized knowledge repository for collaterals like case studies to highlight unique value propositions which gave the organization a competitive edge during the bids.
Summer Intern
Capgemini
2015.05 - 2015.07
- Worked in the Finance department to identify areas to reduce operating expenses and project savings.
- Automated the expense classification process to avoid unnecessary overheads being borne by the organisation.
- Assisted in conducting sessions with the project managers briefing them about the importance of project invoicing, handling unbilled revenue or billing in advance and the subsequent measures to be taken in case of inconsistencies.
Software Engineer
Accenture
2011.08 - 2014.06
- Worked for a major US based telecom client and enhanced their proprietary web based applications.
- Interacted with client stakeholders, elicited high level requirements, evaluated them and collaborated with development teams to get them implemented using Agile methodology.
- Co-ordinated the UAT of newly implemented requirements with onshore and offshore testing teams.
Education
MBA -
K. J. Somaiya Institute of Management Studies & Research
01.2016
B.E. - IT
Thakur College of Engineering and Tech
01.2011
Skills
- Investment Strategies
- Sustainability
- Presentation decks
- Project collaboration
- RFP
- RFI
- DDQ
- Client reports
- People management
- Proposal management
- Cross-functional teamwork
- Due diligence
Personal Information
Date of Birth: 09/01/89
Activities
- Selected as the Best Team for the intra college Case Study Workshop organized by Cognizant Technology Solutions, 2015
- International level research full length paper based on 'Keystroke Dynamics' copyrighted and uploaded on ACM Digital Library
- Secured 7th Rank at the University Level and 3rd Rank at the Institute Level in Final year of 'Bachelor of Engineering', 2011
Timeline
Director
Apollo Global Management
2021.05 - Current
Associate
JPMorgan Chase & Co.
2017.12 - Current
Business Analyst / Business Development Analyst
Cognizant Business Consulting(CBC)
2016.05 - 2017.12
Summer Intern
Capgemini
2015.05 - 2015.07
Software Engineer
Accenture
2011.08 - 2014.06
MBA -
K. J. Somaiya Institute of Management Studies & Research
B.E. - IT
Thakur College of Engineering and Tech