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Minal Agrawal
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English Full professional proficiency
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Hindi Native or bilingual proficiency
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Marathi Limited working proficiency
Bio
Credentials
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Basic Course on Stock Markets
Bombay Stock Exchange Limited
Experience
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India
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Investment Banking
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1 - 100 Employee
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Customer Relations Manager
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Sep 2023 - Present
- Proficiently managing CRM tasks- Meticulously preparing and presenting quarterly investment reports- Serving as the main point of contact for the Investors- Managing Investor Portfolios- Dealing with multiple stakeholders internally & externally- Integral part of the Pre-Funding & Fundraising team- Executing seamless client onboarding processes- Fostering strong investor relations- Delivering end-to-end support to founders throughout project lifecycles
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Business Development Intern
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May 2023 - Aug 2023
- Worked closely with the deal evaluation team- Worked with the design team on Market Research & Content for making Pitch decks- Temporarily served as the executive assistant for the company- Handled client onboarding processes
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RK CHAUDHARY & ASSOCIATES
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Mumbai, Maharashtra, India
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Article Assistant
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Aug 2018 - Aug 2021
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Mumbai, Maharashtra, India
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Education
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2017 - 2021Mithibai College of Arts Chauhan Institute of Science and A.J. College of Commerce and Economics
BAF, Accounting and Finance -
2016 -
The Institute of Chartered Accountants of India
Suggested Services
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Industry Focus. “Investment Banking”
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