Jaspreet Saini

About Jaspreet Saini

Proud member of the “Content Acquisition & Business Management Team” at Bloomberg. I…

Experience

1. Research Contributions Account Manager

   Bloomberg

   Mar 2015 — Present · Mumbai, IN

   As a part of the Content Acquisition & Business Management team, my role involves liaising with business clients to demonstrate The Bloomberg Research Product Suite and implement the same. Furthermore, I am also involved in developing strategies to cater specific market needs in APAC, explore new leads, work closely with the Sales team, lead product training, advice tools that fit client’s workflow – all resulting in making the Bloomberg Terminal more sticky. Account Management: Managing, growing and retaining accounts across APAC. Engage closely with clients to market the Bloomberg Research Products and educate them about new product offerings. Deep dive into Customer’s business needs and offer solutions for clients effective workflow. Work on warm sales leads and work closely with the sales team to convert the same into our end users.Project Management: Create contributions setup for clients from start to end, consult clients to explain procedures and respond to questions, prioritize and co-ordinate tasks to ensure timely completion of projects. Product Training: Train clients on using the Bloomberg Research Management Solutions. Provide demo of the functionalities and tools to new and potential clients that best suit their workflow. Deliver world class virtual instructor led training sessions and also provide live assistance to clients via the Helpdesk. Collaboration: Work closely with different Business verticals to align strategies for business growth and retention. Apply strong sense of how we operate locally in each region. Work on product enhancement by providing timely feedback and innovative ideas to the Product team and Business managers about new requirements by market need and competition monitoring. Community Building: Develop and maintain client relationships thus helping to build a community that creates and consumes financial research. This essentially forms backbone of new investment ideas and strategies.

Education

• KJ Somaiya

  Bachelor of Management Studies, Marketing

  2006 — 2009

• GNIMS Mumbai University

  Masters of management Studies, Finance

  2009 — 2011

Skills

• Financial Modeling
• Project+
• Foreign Exchange
• Fixed Income
• Microsoft Excel
• Relationship Management
• Data
• Bloomberg Terminal
• Team-Spirited
• Business Development
• Money Market
• Banking
• Derivatives
• Bloomberg
• Crm
• Account Management