Priyanka Shah Satra — Partnerships Manager
As the Head of Partnerships and Business at Fixerra, I am passionate about enabling digital businesses to launch banking products quickly and compliantly. Fixerra is an embedded finance startup that has built an easy-to-integrate fixed deposit gateway with partnerships across seven banks and NBFCs, making it India's largest digital FD marketplace. I have been leading this initiative for the past five months, leveraging my seven years of experience in the finance industry and my MBA degree from IIM Lucknow. Before joining Fixerra, I worked as an Associate Vice President and a Senior Wealth Manager at INDmoney and INDwealth.in, where I managed the investment portfolios of HNI clients and crafted investment strategies tailored to their unique goals. I also developed strong communication and business administration skills, as well as a certification in quantitative methods and statistics from King's College London and a proficiency in German language level B1 from Goethe Institut. I am always eager to explore new opportunities and challenges in the embedded finance space and to collaborate with potential partners.
Stackforce AI infers this person is a Fintech expert with strong capabilities in wealth management and investment strategy.
Location: Mumbai, Maharashtra, India
Experience: 9 yrs 6 mos
Skills
- Portfolio Management
- Wealth Management
- Investment Advisory
Career Highlights
- Led India's largest digital FD marketplace initiative.
- Seven years of experience in the finance industry.
- Expert in crafting tailored investment strategies.
Work Experience
Fixerra (Formerly Fixed Invest)
Partnerships and Business (2 yrs 3 mos)
INDmoney
Associate Vice President (2 yrs 7 mos)
Senior Wealth Manager (1 yr 6 mos)
Kotak Mahindra Bank
Investment Advisor (2 yrs 4 mos)
Hindustan Unilever Limited
Summer Intern (1 mo)
Firstcall india equity advisors pvt ltd
Summer Intern (1 mo)
Chasmic Research
Research Analyst (Part time) (8 mos)
K. J. Somaiya Institute of Management Studies and Research
Member Corporate Relations (9 mos)
Education
Master of Business Administration (M.B.A.) at Indian Institute of Management, Lucknow