Apr 2021 – Dec 2022 · 1 yr 8 mos

• Building a better product development to help users make more informed investment decisions.
• Working with a cross-functional team of engineers, designers, QA, content, and marketing
• Managing sprints to develop, launch, optimize, product features; build desired product functionality, and make real-time decisions
• Prioritizing product features, author and review Product Requirement Documents (PRDs) as well as user stories
• Working on wireframes and inputs on UI/ UX
• Conducting extensive product discovery and feedback sessions (user interviews, focused groups and surveys) for hypothesis validation across the problem areas.
• Define and analyze metrics that inform the success of products on a timely basis through internal and Mixpanel dashboards

Apr 2019 – Jan 2021 · 1 yr 9 mos

• Worked with an external team of engineers, designers, and marketing to develop a portal for HNI users
• User Calls to research the issues with the bank portal and fill the gaps
• Managing a team of 5+ financial planners & research analysts, handling 120+ cr. AUM
• Contributed to the organization’s growth with 27% increase in AUM by nurturing existing accounts and onboarding new clients
• Preparing portfolios with proper asset allocation spread across Equity, Fixed Income, Cash Liquidity, Commodities, etc.
• Designing Hedging Strategies for client portfolios to help manage market risk
• Part of the core team for the overall annual target planning, analyzing the company’s performance and market indicators
• Analyzed and implemented new client onboarding, interaction, and management framework, improving NPS by 20%
• Led the CRM implementation for the organization which helped better data capturing, consolidation, and insights to act upon
• Led various marketing initiatives for better lead generation- website revamp, company newsletter, listings, client events/workshops,etc., delivering an 85% increase in YoY leads

Jun 2018 – Apr 2019 · 10 mos · BANGALORE

• Advisor on investment portfolios, therein understanding, consolidating, structuring and developing portfolio strategies basis the risk profile for HNI clients
• Consulting clients with investment advisory, broking, real estate advisory, NBFC requirements, Forex, insurance, etc.
• Performing qualitative and quantitative research on various funds across a variety of asset class, focusing on risk adjusted return measurements, return based style analysis and holding based attribution
• Reviewing financial plans with advisory team; risk profiling of existing & new clients and meeting clients on one to one basis to understand and address their requirements
• Product understanding in mutual funds, equity, ETFs, PMS, AIF and asset allocation enabling right solution strategy for clients
• Assisting in various accounting and taxation related issues to reduce leakages and realize optimal tax efficiency
• Preparing financial calculations and detailed cash flow projections for different scenarios
• Analyzing and reporting macro views on economy & financial markets to help right decisions on product strategy
• Client acquistion to build a robust pipeline; Data mining and analysis to identify the target client segment

Apr 2018 – May 2020 · 2 yrs 1 mo · Bengaluru, Karnataka, India

• Established Happykraftsindia in 2018, an e-commerce platform that sells home decor products and delivers Pan India.
• Started as a bootstrapped business aiming to become a household name for wooden home decor products.
• Responsible for overall business strategy, daily business operations, hiring and training of employees, creating and managing budget, evaluating performance, sourcing, vendor management, new vendor onboarding, and managing 3PL
• Processed over 15000 orders in 3 years.
• Defined the product and its market positioning,
• Conceptualised and defined the other product sale channels- social platforms and offline
• The business grew 430% YoY at an optimized CAC; repeat rate@ 30%

Sep 2017 – Apr 2020 · 2 yrs 7 mos · Bengaluru, Karnataka, India

• Co-founded Happycare, a premium preschool & daycare in Bangalore
• Responsible for the design of the school: curated spaces for different activities thoughtfully
• Other responsibilities included hiring, training of employees, vendor management, event management
• Worked along with the center director to tackle operational challenges and to build a good inclusive culture
• Built an online parenting community of 65K+ on Fb, Instagram, and Whatsapp

Mar 2017 – May 2018 · 1 yr 2 mos · Bangaluru

• Evaluating risk parameters while analyzing proposed investment prospects for HNIs
• Helping clients determine their financial needs and goals; developing financial plan and growth strategy for them complied with industry rules and regulations.
• Helping construct strategic asset allocation models for client accounts and analyze current market and economic conditions when considering tactical shifts, recommending clients on tapping the opportunities wisely and gaining higher returns
• Providing assistance to clients on several financial matters such as mortgage, insurance and investments; responsible for implementing regulatory (SEBI) compliances such as disclosure documents, client onboard agreement, etc.
• Prepared and delivered presentations/seminars to clients and prospects for business development and educational purposes
• Assisted in key marketing initiatives by writing and publishing investment blogs across website and social media platforms of the company

Aug 2012 – Feb 2017 · 4 yrs 6 mos · Saharanpur Area, India

• Accounting – Intensive experience as In-charge of Books, GL Reconciliations, Exports, Imports, Inventory control, Variances, Procurements, Cash/Banking Accounts Payables and Accounts Receivables, Scrap sales, Inter Business Area & divisional settlements
• Taxation- Responsible for Issuance of Form C & Waybill, Export compliances, Export and import compliances, Service tax & Excise Compliance by Liaisoning with these departments
• Costing –Responsible for Budgeting, Product Costing, MIS reporting, Preparation of cost sheets, Calculation of IRR and Preparation of cost sheets, Variance analysis, cost centre allocations and reconciliations