Urmi Patel
Business Strategy & Transformational project Specialist || Mahindra Group || Bajaj Electricals || Havells
- Role
- Head of Investor Relations at Mahindra Finance
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Urmi Patel
Strategy leader with 14+ years demonstrated history of working on key transformational initiatives. Skilled in Business Strategy, Corporate Strategy, Digital Transformation, Business Analytics, Competition Benchmarking, Sales & Distribution, Transformation Projects, Financial Modeling and Valuation Analysis. Specialist in formulating strategic vision and execution road map for driving growth and profitability in business. Experienced in collaborating with senior management with an M.B.A from IMT in Marketing & Operations and an MDP from IIM Lucknow on Building a Strategic Mindset
Experience
Head of Investor Relations
Jan 2025 — Present
Leading Investor Relations at Mahindra Finance, responsible for driving strategic engagement with investors, analysts, and stakeholders. Focused on enhancing financial transparency, managing market communications, and positioning the company effectively. Overseeing earnings communication, investor outreach, and competitive benchmarking to strengthen investor confidence and support long-term value creation.
Education
Institute of Management Technology, Nagpur
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
2010 — 2012
University of Mumbai
Bachelor of Engineering - BE, Electrical, Electronics and Communications Engineering
2005 — 2008
Skills
- Sales Management
- Brand Management
- Marketing Strategy
- Product Management
- Team Leadership
- Team Building
- Marketing Communications
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