Open to opportunities

Shalini Agarwal

@shaliniagarwal

Message

Finance and project leader growing AUM, optimizing portfolios, and accelerating delivery through data-driven execution.

India

Message

What I'm looking for

I’m looking for a role where I can lead client-centric finance delivery and project execution—turning requirements into measurable outcomes, accelerating workflows, and improving reporting, risk controls, and client satisfaction.

I’m a financial services leader with six years of experience across client relationship management, portfolio oversight, and project execution in global organizations. I’ve driven measurable outcomes by pairing strategic client engagement with disciplined operational execution, including portfolio optimization and risk-focused decision support.

In my roles at Quantel Asset Mgmt., I’ve managed HNWI and institutional relationships while overseeing $1M+ AUM, and used CRM data and AI to personalize client interactions. I led initiatives that grew AUM by $27M through stronger engagement, portfolio review, and performance analysis that supported clients’ objectives.

As a Project Manager, I translate stakeholder requirements into actionable technical specifications and strengthen reporting architecture with product managers to improve delivery speed. I’ve used Jira to structure epics and sprints, improving planning accuracy by 20–25%, and I reduced blocker turnaround time by 30% through daily stand-ups and consistent progress tracking.

Earlier in my career, I strengthened finance and risk capabilities at Neshes Global Inc. by producing financial statements and management reports that improved forecasting accuracy by 10% and identified £70,000 in potential cost savings. At NatWest, I championed KYC compliance with zero penalties, streamlined processes by 12%, and delivered revenue growth of 15–25% by managing complex client needs across mortgages, lending, and investment referrals.

Experience

Work history, roles, and key accomplishments

Current

Project Manager

Current

Quantel Asset Mgmt.

Oct 2025 - Present (8 months)

Translated stakeholder requirements into actionable technical specifications, improving delivery speed by 10% through collaboration with product managers. Enhanced Jira-based tracking (epics and sprints) to increase planning accuracy by 20–25% and reduced blocker turnaround time by 30% using daily stand-ups.

Project Management Stakeholder Management Jira Agile Delivery Specifications Stand Up Meetings Reporting Architecture

Current

Senior Business Dev. Executive

Current

Quantel Asset Mgmt.

Feb 2025 - Present (1 year 4 months)

Managed relationships for HNWI and institutional clients, including retirement accounts, 401(k)s, and family offices, overseeing $1M+ AUM. Used CRM data and AI to personalize client interactions, improving client satisfaction scores by 70%, and conducted portfolio reviews and risk assessments aligned to client objectives.

Business Development Client Relationship Management AUM Management CRM Personalization Portfolio Review Risk Assessment Customer Satisfaction Financial Planning

Finance Project Manager

Neshes Global Inc.

Jan 2024 - Feb 2025 (1 year 1 month)

Built financial statements and management reports that improved forecasting accuracy by 10%. Identified £70,000 in potential cost savings and strengthened risk management frameworks, decreasing market risk exposure by 7%.

Financial Analysis Financial Statements Management Reporting Forecasting Risk Management Cost Optimization Project Management

Senior Relationship Manager

NatWest

Nov 2021 - Dec 2023 (2 years 1 month)

Led KYC compliance efforts, achieving zero penalties and streamlining KYC by 12% through reduced processing time and manual errors. Drove revenue growth of 15–25% by managing client needs across mortgages, personal lending, and UK investment referrals to Coutts.

KYC Compliance Client Relationship Management Mortgage Lending Revenue Growth Compliance & Risk Cross Border Referrals Customer Experience

Team Leader

The Cooperative Group

Mar 2020 - Nov 2021 (1 year 8 months)

Improved team efficiency by 30% through performance monitoring and targeted coaching, resulting in promotions as team leaders. Streamlined communication between Sales and Product Development to launch 5 retail products and improved time to market by 20%, while leading and training a team of 12 retail associates.

Team Leadership Operational Efficiency Product Launch Training & Coaching Customer Support & Compliance

Technical Associate

Amazon

Oct 2018 - Sep 2019 (11 months)

Created and maintained technical documentation for UK clients, reducing issue resolution time by 25%. Conducted monthly root-cause analysis with cross-functional teams and provided technical support, maintaining a 70% positive feedback rating.

Technical Documentation Knowledge Base Management Technical Support Root Cause Analysis Cross Functional Collaboration Client Communication Customer Feedback

Accountancy & BD Intern

Dayal Adhesives

Feb 2018 - Aug 2018 (6 months)

Improved business plan presentations through enhanced data visualization and networking, and processed 150–200 financial transactions monthly in Tally ERP to ensure accuracy and compliance.

Accounts Support Data Visualization Business Planning Networking & Compliance Documentation