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Urvashi Beardsley

Account Relationship Manager at Dealogic Financial Technology

Urvashi Beardsley boasts over 8 years of extensive product management expertise and a robust background in client-facing roles, demonstrating exceptional analytical and planning abilities. With a keen focus on fostering strong relationships, Urvashi collaborates closely with clients to provide innovative solutions and ensure market success. She efficiently supervises cross-departmental teams to meet project goals and fulfill diverse client needs.

In her role within the Sales, Research, and Trading team, Urvashi plays a pivotal part in liaising with Corporate Access, Sales, and Research divisions at Investment Banks. Managing a team facilitating 15 investment banking accounts, she delivers top-notch Event Management, Client Strategies, CRM, and Compliance solutions to investment banking clients. Urvashi also offers strategic support and business development guidance to Dealogic platform users and major bank stakeholders, aiming to enhance platform value and forge key partnerships.

Key to Urvashi's success is her collaborative approach as a trusted consultant to investment banking clients, ensuring strong rapport and trust. Her daily interactions with investment banks drive market insights, uncover new opportunities, and keep tabs on emerging competition. By leveraging client demands and market trends, Urvashi identifies prospects for new products, working closely with cross-functional teams to deliver enhancements and optimize offerings. Moreover, she actively engages in client-centric activities like workshops, knowledge sharing sessions, and face-to-face meetings to expand Dealogic's presence and nurture existing client relationships.

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Location

Streamwood, Illinois, United States