Open to opportunities

Surbhi Sharma

@surbhisharma5

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I lead strategy, transformation, and international capital-raising execution across financial services.

India

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What I'm looking for

I'm looking to lead strategy, transformation, operating-model improvement, and performance initiatives in financial services, investments, or high-growth businesses, partnering closely with senior leadership to turn priorities into execution.

At Alpha Alternatives, I lead strategy and execution for the International Capital Raising Group, partnering with the CEO and senior leadership on growth, governance, investor engagement, and global capital-raising initiatives.

Previously at Equentis, I established and led the Strategy & Business Excellence function for Retail and Private Wealth. I translated leadership priorities into business plans, KPI governance, executive dashboards, CRM optimisation, and revenue-growth initiatives while mentoring five analysts and building onboarding and performance frameworks for 30+ sales professionals.

My earlier experience at ICICI Bank strengthened my foundation in NRI client acquisition, investment products, foreign exchange, remittances, portfolio management, and business MIS. I bring 8+ years across financial services, alternative investments, business transformation, operating-model improvement, and performance management.

Experience

Work history, roles, and key accomplishments

Current

Strategy Lead – International Capital Raising Group

Current

Alpha Alternatives

Sep 2024 - Present (2 years)

Drive strategy and execution for international capital-raising initiatives, partnering with CEO and senior leadership on business planning, governance, and growth. Lead CRM transformation and executive performance reporting to improve pipeline visibility and decision-making.