Shilpi Jain Email and Phone Number

Deal structuring, Deal origination, Analysis, New business segment penetration, Structuring, Negotiation, Deal closure, Account management, IPO, Pre-IPO, Private Equity, Family office

Research, Enterprise clients, Deal origination, Negotiation, Deal closure, Project management, Account management, New sector penetration, Digital transformation, Data Analytics.Achievements:New business from DBS worth INR 1.25cr.Closed a marketing proposal with a leading business media house.1st creatives' roll out for BQ- Prime.1st set of dashboard deal with Everest Masala.Key Account Manager for Aditya Birla Group.

Solopreneur, Business development, Financial planning, Research, Analysis, Portfolio management, Equity markets, Investments, Client Service, Wealth, Growth, Pan-India clients, CXO level, Business owners, AUM ~ INR 4.5cr

As the Key Account Manager for key enterpriseclients like IHCL, Marriott International, Hyatt, Club Mahindra, etc.developed, nurtured and elevated long term relations at the hotel chain's head office.Served as SPOC for all business requirements and projects. Developed relations with executives ranging from junior toCX level in Purchase, Engineering, and the Front Office.Responsible for the end-to-end sales cycle, including product demos, negotiation and deal closure.Ensure smooth project execution by coordinating internal and external stakeholders.Increased brand awareness and product awareness, which resulted in new projects and mockups worth 50-75 crores.Established connections with key influential stakeholders, such as renowned architects, IDs, and reputable firms suchas Hafeez Contractor, PG Patki, Edifice. Due to enhanced brand exposure and preference, new projects worth ~INR 1-2cr were won.Initiated new sector penetration by building relationships with top stakeholders at prestigious construction houses likeLodha, Kanakia, and influential organizations like Reliance Industries.Achievements:Successfully handled 3 geographies - Mumbai, Goa, MP.Re-kindled some strategic Key Client relations, resulting in increase in business by 50-75cr INR.Helped in better the brand reach.

Engaged in Sales Operations.Responsible for client onboarding and ensuring excellent client serviceLiaison between internal & external stakeholders.Responsible for transactional tasks like, account opening, rebalancing portfolios, processing investments, and generating revenue reports.Achievements:Cultivated and maintained strong client relations with 150-200 High Networth Individuals (HNIs).Helped investing in wealth products for an estimated value of INR 1000cr or more.

Prop desk, Derivatives & Equity trade, Prop-portfolio, Trading strategy, Wealth, Growth, BSE-NSE member's prop deskAchievements:Learnt the Art of Trading in the capacity of a Prop. Desk Trader, early in professional life.