Nachiket Modi
Goal-oriented MBA (Finance & Marketing) candidate with a proven track record in client relationship building, B2B lead generation, and financial analysis
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About
Goal-oriented MBA (Finance & Marketing) candidate with a proven track record in client relationship building, B2B lead generation, and financial analysis. Skilled in high-stake client outreach, cross-selling strategies, and portfolio communication, aiming to drive client acquisition and wealth management as a Relationship Manager. Hands-on exposure to Market Research, Financial Analysis, MS Excel, and other professional tools required for data analysis, reporting, customer insights, and strategic planning.
Experience
B2B Lead Generation & Business Development Intern - Jagannath Polymers Pvt. Ltd. - Jaipur
(2026-05 - 2026-08)
- Conducting B2B lead generation and strategic client outreach activities.
- Identifying high-potential business opportunities through market research and competitor analysis.
- Managing and maintaining lead databases using CRM, Apollo.io, LinkedIn, and AI automation tools.
- Engaged with 300+ companies for lead generation and partnership opportunities.
- Initiated high-level corporate interactions with 50+ CXOs and business owners, building rapport and understanding commercial financial needs.
- Improved outreach efficiency by 40% through AI-based automation and workflow optimization.
- Supporting Business development, digital marketing, and client engagement initiatives.
Education
MBA - Finance & Marketing - University of Engineering and Management, Jaipur (2025 - 2027)
Bachelor of Commerce - Commerce - University of Kota, Kota (Rajasthan) (2022 - 2025)
Intermediate (RBSE) - Mahatma Gandhi Govt School, Kota (Rajasthan) (2021 - 2022)
