Shradha Tambi

Lead end-to-end execution of research projects, from requirement understanding to final client
delivery, ensuring high-quality and timely outputs.
Act as the primary point of contact (SPOC) for clients, managing communication,
understanding expectations, and ensuring client satisfaction.
Handle client relationships independently, including requirement gathering, feedback
incorporation, and delivery alignment.
Manage and mentor a team of 3–4 analysts, delegating tasks, reviewing outputs, and ensuring
overall project quality.

Conduct secondary research and company profiling to analyze financials, ownership structures,
management teams, services, and end markets.
Collect and organize quantitative and qualitative data using research platforms such as Capital IQ,
PitchBook, ZoomInfo, Apollo, RocketReach, LinkedIn, Crunchbase.
Build and maintain structured datasets, trackers, and databases for market mapping, deal tracking,
competitive benchmarking, and sector analysis.
Analyze market and industry trends to identify growth opportunities and competitive dynamics.
Validate and cross-verify data across multiple sources to ensure accuracy, consistency, and high
data integrity.
Synthesize information from industry reports, filings, news, and databases to produce company
profiles, sector overviews, and research summaries.
Prepare structured outputs and client-ready deliverables in Excel, PowerPoint, and Word.
Manage multiple research projects simultaneously while meeting tight deadlines and maintaining
quality standards.
Collaborate with internal teams to deliver data-driven insights supporting investment diligence and
strategic decision.

Monitored industry trends, market dynamics, and competitor activities, synthesizing insights into
detailed reports.
Attained an impressive 40% conversion rate of reports authored by me, resulting in successful sales
to clients, accompanied by positive feedback.
Managed multiple projects simultaneously, ensuring timely completion and high-quality deliverables
Conducted comprehensive SWOT and PESTEL analyses to evaluate competitive positioning, risks, and
strategic opportunities.
Proficient in primary and secondary research with hands-on experience using Euromonitor, Statista,
and LinkedIn Sales Navigator.
Experienced in conducting primary research through calls, surveys, and emails with a keen ability to
engage stakeholders and manage responses.

Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Proactively addressed and resolved customer inquiries, concerns, and complaints, ensuring high
levels of satisfaction and retention.
Achieved a 20% increase in client portfolio value through strategic financial planning and tailored
product recommendations.

Assisted in creating compelling proposals, presentations, and marketing materials to attract new clients.
Managed CRM database, ensuring accurate tracking of prospects through the sales funnel for better
conversion rates.

Increased client base by identifying potential customers and conducting market research.
Supported the sales team for higher revenue generation through lead qualification and prospecting.