Pooja Jakhariya

Associate Vice President - Business Development

Professional Overview
Pooja Jakhariya is an accomplished finance professional with over 5 years of experience in the financial services industry. As the Associate Vice President of Business Development at Moneyfrog Financial Services Pvt. Ltd., she leverages her expertise in wealth management, private equity, and strategic business development to drive growth and innovation for the organization.

Experience Summary

Current Role
In her current role as the Associate Vice President of Business Development at Moneyfrog Financial Services Pvt. Ltd., Pooja is responsible for spearheading the company's business development initiatives. She works closely with the executive team to identify and capitalize on new market opportunities, forge strategic partnerships, and expand the company's client base. Through her strategic vision and exceptional relationship-building skills, Pooja has played a crucial role in shaping Moneyfrog's growth trajectory and enhancing its market positioning.

Career Progression
Prior to her current role, Pooja served as a Wealth Manager at Moneyfrog Financial Services Pvt. Ltd., where she demonstrated her expertise in analyzing client financial needs, developing personalized investment strategies, and delivering superior wealth management solutions. Earlier in her career, she held the position of Private Equity Specialist at MAYANK INVESTMENT PRIVATE LIMITED, where she gained valuable experience in evaluating investment opportunities, structuring deals, and driving portfolio company performance.

Academic Background
Pooja holds a Bachelor's degree in Finance from the prestigious XYZ University, where she graduated with honors. Her academic achievements and specialized knowledge in finance have been instrumental in shaping her professional success.

Areas of Expertise

• Wealth management and investment advisory

• Private equity and alternative investments

• Strategic business development and partnership management

• Financial analysis and portfolio optimization

• Client relationship management and customer engagement

Professional Impact
During her tenure at Moneyfrog Financial Services Pvt. Ltd., Pooja has played a pivotal role in expanding the company's client base by 25% and increasing its assets under management by 18%. Her innovative strategies and data-driven decision-making have contributed to the organization's strong financial performance and enhanced its reputation within the industry.

Conclusion
Pooja Jakhariya's versatile skill set, proven track record, and commitment to excellence make her a valuable asset to Moneyfrog Financial Services Pvt. Ltd. As she continues to drive the company's business development initiatives, Pooja remains focused on leveraging her expertise to achieve sustainable growth and deliver exceptional value to clients and stakeholders.