Janhvi Gena

• Collaborated with cross-functional teams to deliver client objectives.
• Enhanced customer relationships by delivering excellent service.
• Tracked market trends to stay ahead of the competition.
• Conducted regular follow-ups with potential customers, securing new deals.
• Sold diverse product and service portfolios to achieve revenue targets.
• Networked and generated leads to increase new business opportunities.
• Prepared detailed reports for client updates and review meetings.
• Streamlined business processes for improved efficiency and productivity.

• Assisted in conducting research and analysis on equities, fixed income, and
alternative investments to support buy-side portfolio decisions.
• Supported investment teams with data findings to inform investment
strategies.
• Helped maintain data integrity across investment management profiles.
• Identified trends in data to help inform decision-making processes.
• Executed regular maintenance on databases, enhanced overall system
performance.
• Collected and analysed complex datasets for business strategy enhancement.
• Mitigated risks by identifying and resolving data discrepancies rapidly.
• Collaborated cross-functionally to meet project deadlines, delivered
consistent results.

• Assisted sp/dp team as research associate.
• Supported research on the rts platform, focusing on service provider tab for
organisations within private & venture capital community.
• Conducted research on non-capital service organisations, including advisory