dinesh kumar trivedi
@dineshkumartrivedi
I manage client engagements, translating requirements into coordinated, timely delivery.
IndiaWhat I'm looking for
I'm currently an Associate at The Good Route, serving as the primary client contact for intake, discovery, and ongoing engagement management. I translate client objectives into actionable research and analysis plans while coordinating timelines, deliverables, and follow-ups.
Previously at Adastra IP, I supported medtech and biotech engagements across Southeast Asia, the USA, and the UK. I worked with clients and global internal teams to clarify requirements, manage expectations, and meet quality standards.
At VAAR & CO, I managed relationships with HNI and corporate clients across portfolios exceeding $5M AUM, aligning investment servicing with client goals and risk appetite.
Experience
Work history, roles, and key accomplishments
Associate
The Good Route
May 2025 - Present (1 year 4 months)
Acted as primary point of contact for clients, running intake and discovery calls to understand objectives and scope. Managed end-to-end client servicing, coordinating deliverables and timelines, and maintained ongoing client relationships through regular check-ins.
Associate
Adastra IP
Apr 2024 - Apr 2025 (1 year)
Served as a client-facing associate on engagements for medtech and biotech clients, supporting client calls to understand project scope and reporting needs. Coordinated with clients and global internal teams to clarify requirements and ensure deliverables aligned with business context and timelines.
Finance Executive
VAAR & CO
Mar 2022 - Apr 2024 (2 years 1 month)
Served as primary relationship contact for HNI and corporate clients across portfolios exceeding $5M AUM, conducting regular client calls to understand investment goals and servicing needs. Managed end-to-end client communications, translating expectations into actionable portfolio insights.
Education
Degrees, certifications, and relevant coursework
University of Delhi
Master of Commerce, Finance
Master of Commerce with a focus on Finance, completed in July 2018.
University of Delhi
Bachelor of Commerce, Finance
Bachelor of Commerce with a focus on Finance, completed in July 2015.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
Skills
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