Varnit Agarwal

Experience

• 

  Global News Network

  May 2013 - Jun 2013

  Creative Intern

  Creating webpages for the company website

• 

  Aditya Birla Fashion and Retail Ltd.

  Feb 2015 - May 2015

  Marketing Intern

  • Lead generation for Pantaloons for establishing corporate relationship• Visual Merchandising

• 

  Deloitte

  Apr 2017 - Dec 2022

  - Managed Top 3 Global Banking & Capital Markets account with $100M+ revenue globally.- Worked directly with account leadership as Lead Client Account Manager (CAM) for one of the US regional banks in driving the account team strategic initiatives like client meetings, focus areas, marketing campaign, risk process etc. to accelerate profitable growth and brand recognition.- Collaborated with account Client Relationship Executives (CREs) and Lead CAM on Annual Global Account Meeting in designing pre-meeting booklet and agenda, conducting client speaker and breakout sessions, tracking action items and operational activities.- Partnered with client's audit and firm's background investigation (BI) team to successfully complete the Human Resources Management Plan (HRMP) audits. Additionally, worked with firm's cybersecurity team on client's vulnerability assessment.- Curated and created content for Certified to Serve document to successfully certify practitioners and account team for client service.- Co-led account team Risk and Onboarding program and teamed up with regional account managers to manage client confidentiality effectively.- Assisted the account team with Leadership transition by creating transition documents like onboarding deck, client processes and tools etc.- Coached and mentored new joinees in the CAM community. Show less - Acted as point of contact for all account related activities and on-board new team members for 6 different financial services accounts.- Shared industry insights to clients via newsletters, Thoughtware, Dbriefs, and relevant conferences.- Leveraged client data and available insights with account leadership to improve alignment of business priorities.- Augmented account contract management process by successfully launching the SOWphia bot which helped in automating the process flows thus mitigating the risk of penalty and resulted in time reduction by 50%.- Collaborated with Deloitte legal team and UK Third-party vendor, Pushfor, to create the customized mobile app for the account team in driving account team communications. Additionally, curated and created content like research reports, podcasts, confidential documents etc for the mobile app. Moreover, conducted in-person training on mobile app functionality for the PPMDs during the Global Account Meeting in New York.- Streamlined account Confidential Information Management Plan (CIMP) by assessing linkages between system components, re-engineering business processes, eliminating redundant workflows and implementing improvements to optimize connectivity, compatibility and functionality.- Led Well-being CAM initiative and conducted a fun inter-CAM industry competition, "Clash of CAMs", to have an understanding of their own overall well-being. Show less

  • Senior Analyst, Client Account Management - Banking & Capital Markets, FSI

    Sept 2020 - Dec 2022

  • Analyst, Client Account Management - Banking & Capital Markets, FSI

    Apr 2017 - Aug 2020
• 

  Deloitte

  Sept 2023 - now

  Senior Analyst, Client Account Management - Private Equity and Investments (PEI)

  - Independently managing some of the account strategy/priorities throughout entire project lifecycle- Working alongside Lead Portfolio Partners to develop the growth and relationship strategy for portfolio companies- Assisting firm and account leaders in client meetings, managing client-facing materials, and delivering leadership presentations- Collaborating with Pursuit Team on developing client-facing proposals- Compiling strategical data points to develop leadership insights- Maintaining strong pipeline of opportunities by working closely with the opportunity owners- Engaged with the CAM community by providing expertise and perspectives as a panelist in multiple panel discussions during CAM Academy and New Hire Onboarding Program- Supporting PEI CAM Leaders and PEI Strategy Liaison in driving PEI leadership priorities- Providing coaching and mentorship to new joiners in the CAM community on stakeholder and project management, teaming and other professional skills Show less