Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Timeline
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RISHABH NAGPAL

Melbourne,VIC

Summary

Enterprise Partnership Manager with expertise in data management and analytics. Strong account management and relationship-building skills working closely with businesses to drive innovative solutions and foster mutually beneficial collaborations within the dynamic world of food delivery.

Overview

3
3
years of professional experience

Work History

Enterprise Account Manager

DoorDash
07.2023 - Current
  • Increased revenue growth by identifying new opportunities within enterprise accounts and developing strategic partnerships.
  • Develop & own key reporting needs with our clients to provide business insights
  • Partner internally with the Enterprise and Operations teams to drive key initiatives & special projects
  • Project manage large-scale restaurant launches for our top brands and oversee continued operational success for existing clients
  • Build out strategy and growth plans for my clients and assist in building client-facing materials
  • Build direct relationships with key stakeholders throughout each brand, ensuring client needs are being - met at all levels

Investment Management Consultant

FactSet
05.2022 - Current
  • Strong understanding of workflows in the investment management industry
  • Provide workflow solutions and automation with a focus on financial data management and analytics to drive transformation and improve efficiency
  • Partner with our clients to provide solutions for investment decision analysis, automation and enhancement of performance and reporting processes
  • Build strong and lasting relationships with business influencers and senior stakeholders through effective account management and cross-functional teams' collaboration
  • Uncover business opportunities and formulate business solutions for clients through active account planning and client relationship
  • Facilitate and lead client meetings, training seminars and workshops on the FactSet suite of products
  • Work on various projects including but not limited to portfolio analytics and reporting.

Internship Manager

FactSet
10.2022 - 02.2023
  • Oversee and support the internship program, ensuring that interns have a positive and valuable experience while contributing to the company's goals and objectives
  • Recruitment and Selection
  • Onboarding and Orientation
  • Program Coordination
  • Mentorship and Development
  • Relationship Management
  • Compliance and Reporting.

Associate

FactSet
10.2021 - 05.2022
  • Conduct research on investment strategies, securities, and market trends
  • Build and maintain financial models to support investment decision-making
  • Collaborate with senior team members to create client presentations and reports
  • Provide support to clients, such as answering questions and resolving issues related to the FactSet platform
  • Work on projects related to product development and process improvement
  • Provide training and support to new hires or clients
  • Participate in client meetings and conference calls to discuss investment strategies and performance.

NUC Marine Officer

Chubb
05.2021 - 09.2021
  • Manage renewals and handling of marine cargo policies
  • Prioritizing and managing the underwriting process to ensure timely submission
  • Review policies to ensure that they meet regulatory and compliance guidelines
  • Liaising with brokers
  • Engaging in reviews of documented processes and procedures
  • Communicating with stakeholders regarding Service Level Agreements.

Education

Master of Finance - Finance, Investment Analysis -

Monash University
Melbourne, VIC
07.2022

Bachelor of Commerce - Finance and Marketing -

Monash University
Melbourne, VIC
11.2020

Skills

  • Account Management
  • Software as a Service (SaaS)
  • Data Management
  • Customer Retention
  • Business Relationship Management
  • Financial Literacy
  • Communication
  • Project Planning
  • Critical Thinking
  • Key Account Management
  • Customer Relationship Management
  • Government Regulations

Hobbies and Interests

  • Music
  • History
  • Travel
  • Sports

Timeline

Enterprise Account Manager

DoorDash
07.2023 - Current

Internship Manager

FactSet
10.2022 - 02.2023

Investment Management Consultant

FactSet
05.2022 - Current

Associate

FactSet
10.2021 - 05.2022

NUC Marine Officer

Chubb
05.2021 - 09.2021

Master of Finance - Finance, Investment Analysis -

Monash University

Bachelor of Commerce - Finance and Marketing -

Monash University

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RISHABH NAGPAL