Pooja Shah

Examiner
DISC Type : cs

Founder's Office | Senior Financial Analyst at Materra

London, England, United Kingdom

Overview

Pooja is a Senior Financial Analyst in the Founders Office at Materr, with expertise in sustainable investing and ESG integration. An MBA graduate from ESCP Business School, she recently won the Best MBA Thesis Award for her research on the impact of Triple Bottom Line accounting on shareholder value.

Outside of her finance career, Pooja co-founded Rolling Dice, a board game events and rental service in Mumbai. During her MBA, she was the Vice President of the Women in Leadership Society and was a recipient of the 2024 Deans Award at ESCP Business School for her well-rounded contributions.

She won the "Finance for Good and Innovation" competition during her time at business school.

Personality Overview

Status Quo Seeker

Process Oriented

Tough To Convince

They are always well-planned and adopt a systematic approach.  Being observant comes to them naturally. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Topics They Care About

Sustainable Finance
Her career focus is on ESG integration and sustainable investing, and her award-winning thesis was on sustainability reporting and its impact on ROI.
Impact Reporting
Her MBA thesis explored Triple Bottom Line accounting, showing a deep interest in how companies measure and report their social and environmental impact.
Women in Leadership
She was the Vice President of the Women in Leadership Society at ESCP Business School, indicating a passion for advancing women in business.

Media Appearances

Materra welcomes Pooja Shah as Founder's Office | Senior Financial Analyst. Featured in Instagram

See Now

Work History

8-2024
Founder's Office | Senior Financial Analyst at Materra
1-2023 - 6-2023
ESG Co-ordinator at Capri Global Capital Ltd.
5-2020 - 6-2023
Sustainable Investing and Research - Founding Team Member at WorthWhile
10-2019 - 5-2020
Research Analyst and Content Manager at Delta - Crypto Derivatives Exchange
7-2017 - 6-2019
Equity Research Analyst at Escorp Asset Management Pub

Education

9-2023 - 9-2024
Master of Business Administration - MBA from ESCP Business School
2017 - 2019
Master of Commerce from H.R. College Of Commerce & Economics

More Information

Social Presence :

Prographics :

Exp : 6 Location : London, England, United Kingdom Job Level : Middle Designation : Founder's Office | Senior Financial Analyst at Materra
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Insights For Selling To Pooja

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Pooja is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Pooja

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Pooja move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Pooja take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Pooja

Personality Compatibility


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