
Pooja Tarvare
Relationship Manager

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About me
Strategy and Operations | Chief of Staff
Education

GrowthX®
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Manipal Academy of Higher Education
2018 - 2019Post Graduation Diploma Banking, Corporate, Finance, and Securities Law Qualified
PM School
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Experience

ICICI Bank
Jul 2019 - Jun 2021Relationship ManagerManaged corporate account of IIFL, building a relationship of 400Cr. Handled forex transactions for individuals, students, and corporations amounting to 50L-1Cr.Managed 2000+ client relationships and led a team of sales officers to achieve a CA/SA balance of 10Cr.Sold financial products worth 20Cr across 50+ financial products such as loans, insurance, and investments.

Credit Dharma
Jun 2021 - Apr 2022Business and GrowthAcquired and managed a community of over 25 experts, helping them grow their revenue by over 30%. Achieved a retention rate of over 70% for expert creators. Onboarded 5000+ end-users with more than 50% retention. Collaborated with cross-functional teams across product, tech, and design to meet the creator's requirements. Developed and monitored relevant metrics dashboards, tracking downloads, demographics, age brackets, and progress.

Rigi
May 2022 - Jun 2023Onboarded 100+ creators, building a book value of 1.5 Cr+ over 8 months. Organized creator networking events, fostering relationships with creators from diverse backgrounds.Speaker to a gathering of 500+ creators, on how to build, nurture, and monetize the communities. Crafted campaigns across mediums to reduce creator user churn by 25%.
Sr. Partnerships Manager
Nov 2022 - Jun 2023Partnerships Specialist
May 2022 - Nov 2022

Nas Company
Sept 2023 - Jan 2024Creator Partnerships ConsultantGrew the revenue by 3x (In India), by building creator-monetization across all the verticals namely, fitness, finance, travel, etc.. Coordinated the first creator summit in India with 1000-plus attendees.Mentored the creators, strategically built their paid community, and grew their month-on-month revenue by 5%. Collaborated with multiple agencies, built the creator onboarding funnel, and grew their community by 35%.

DocVita
Feb 2024 - nowChief of Staff (Strategy and Operations)Streamlining DocVita's therapist onboarding with a custom-built ATS system. Delving deep into therapist-client dynamics through 1200+ hours of insightful conversations. Shaping the Ideal Customer Profile to seamlessly match therapists with clients. Boosting therapist retention by 20% with innovative retargeting strategies. Orchestrating a successful stress management event attended by 150+ guests, smashing mental therapy stigmas.
Licenses & Certifications

Series-V-A: Mutual fund Distributors Certification Examination
National Institute of Securities MarketsJul 2019
Series-Vl: Depository Operations Certification Examination
National Institute of Securities MarketsFeb 2019
IRDA Certification for Corporate Agent
Insurance Institute of IndiaMay 2019
Basic of Retail Credit
Manipal Global Education ServicesMay 2019
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