Urvashi Urmani Email & Phone Number

London, Gb

Singapore, Sg

Singapore, Sg

Finquest uses big data and AI to identify and connect its clients with relevant off-market acquisition and investment opportunities across the globe, revolutionising the deal origination process. In my role as Client Director, I consult with Private Equity and Corporate clients on their investment objectives and then work with our research and origination teams to deliver actionable and interested investment targets.

London, England, Gb

The Client Team cover all things corporate-side. Working with everyone from SMEs to large levy-paying multinationals, across all sectors to set up, select participants and successfully deliver certified training programmes via the apprenticeship scheme.

New York, Ny, Us

With retention, brand and communication in mind, I managed all external-facing client product training initiatives and digital content.

New York, Ny, Us

Managed a Global team that designed and delivered theoretical and practical product training webinars to S&P Capital IQ's existing clients across our client sectors, including Investment Banking/Private Equity, Investment Management and Corporations; aiding retention efforts and drove revenue growth through increased usage and knowledge, This role was created following exponential growth in this project in preceding 4 years, which I managed in my spare time.

New York, Ny, Us

- Worked proactively and autonomously with prospects and pre-existing clients, ranging from boutique & large I-banks, Corporations & Academic institutions to Consulting, Accounting & Law firms, to help build relationships, grow accounts and ensure value was realised, through in-depth, hands-on training of clients and a highly consultative approach. Client coverage included the UK & Ireland, Middle East & Nordic countries. - Managed a team of 5 spread globally, to conduct weekly training webinars for existing client-base. Responsible for the whole process from topic planning to internal and external marketing, as well as execution through to reporting.- Coached, mentored and on-boarded junior & new Account Managers; working especially with underperformers to ensure provision of excellent service.

New York, Ny, Us

- Trained as an expert on the Capital IQ platform in the Client Services team and learnt the basics of finance, the industry, our clients and their processes, through answering client queries daily via email, phone & IM.- Help set up and run the EMEA arm of our client training webinar programme- Worked alongside Account Teams on special projects- Mentored new staff members

Set up and run a small business, wholesaling and retailing luxury home fragrances and organic skincare products, as a side-project. In 2 years, I started the company, designed and had the products manufactured; marketed, sold-to and cultivated relationships with customers. At its close, it was a multi-channel business with a thriving client-base.

Nashville, Tn, Us

Master Of Arts (M.A.), Business Studies And Law (Joint Honours)

High School