I lead the Investment Research division which handles both Equity and Fixed Income research projects..My responsibilities include managing equity and fixed income research activities for global markets such as Europe, the US, and the Middle East. I ensure focused account management, seamless project delivery, and business expansion. I'm also responsible for driving business growth, managing profit and loss, client mining, and developing go-to-market strategies.I participate in early-stage discussions with clients to understand their needs, assemble the most suitable teams, and successfully deliver pilot projects. I manage new client onboarding, project structuring, and regular engagement management for both buy-side and sell-side clients worldwide.I'm also driving various automation and knowledge management initiatives within our business unit to streamline processes and enhance knowledge sharing.

I led the solutioning efforts for the BFSI industry including Capital Markets and played a key role in acquiring new clients from pre-sales to successful onboarding. My responsibilities included developing the go-to-market strategy, solution design, and commercial agreements for SGA's investment research and other BFSI offerings.Additionally, I managed the sales process, which involved presenting to clients in person and coordinating with IT, Legal, and local delivery teams to establish new engagements. I also collaborated with the inside sales team to identify targets, key messages, and value propositions for outreach programs targeting various client segments.

Working for a Buy-Side Analyst, Focused on US Technology companies• Building end-to-end financial model with valuations• Preparing investment thesis presentation for the portfolio managers• Industry research including analysis of Key Performance Indicators (KPI), revenue and cost drivers• Supporting the client in case of corporate actions such as M&A, Spin-off, LBO and change in capital return program• Supervise and guide other team members on their deliverables and client managementWorked for a Sell-Side Sector Research Head, Focused on global TMT companies • Writing large thematic reports encompassing the mega-trends in the sector and also on Environment, Social and Governance (ESG) topics• Writing short flash notes on significant developments at the company/sector/macro level• Conceptualization and execution of ideas in the reports with more than 80% contribution from the offshore team in Crisil• Address the client queries received by the analyst on published reports and ad-hoc requests• Manage the off-shore team for execution of deliverables Worked for a Private Equity client, Focused in the South-East Asian F&B and Natural resources Industries• Deal valuation: Building financial model and Business plan for target company as a pre-deal feasibility study• Pitch book Preparation: summary of the deal for the Board-Members, market sizing, Industry size and potential, company market share, synergies, Valuation comps etc.• Portfolio Tracking: reporting to the investors on a monthly basis for the invested companies in industries such as Mining, Bank and FMCG

 Financial Model building for companies encompassing industries like Mining & Metals, Telecom, Aviation, Education, Rare earth minerals etc. Preparing for company meeting, investor conferences by building company profiles, questionnaires Accompanying client to company meetings, Broker conferences  Keeping abreast of current happenings in the coverage universe and reporting the client on its implications Performing various ad hoc assignments e.g., building global supply-demand model of certain commodity, writing sector note, building SOTP based valuation template etc.  Qualitative analysis with inputs derived from various online data services and inputs from company management Interacting with company management, sell-side analysts, industry/subject experts Training and mentoring of team members

I have done fundamental company research including model building, short report on companies, M&A analysis during my internship at Amba research as part of my PGDM program.