P

Priyanka Shah Satra

Partnerships Manager

Mumbai, Maharashtra, India9 yrs 6 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Led India's largest digital FD marketplace initiative.
  • Seven years of experience in the finance industry.
  • Expert in crafting tailored investment strategies.
Stackforce AI infers this person is a Fintech expert with strong capabilities in wealth management and investment strategy.

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Skills

Core Skills

Portfolio ManagementWealth ManagementInvestment Advisory

Other Skills

Business AdministrationBusiness AnalysisBusiness StrategyCommunicationDecision-MakingFinanceFinancial AnalysisGerman TranslationLeadershipMS OfficeManagementMathematical AnalysisMicrosoft ExcelMicrosoft PowerPointMicrosoft Word

About

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.

Experience

fixerra (formerly fixed invest)

Partnerships and Business

Dec 2023Present · 2 yrs 3 mos · Mumbai, Maharashtra, India · On-site

Indmoney

2 roles

Associate Vice President

Apr 2021Nov 2023 · 2 yrs 7 mos

TeamworkPortfolio ManagementWealth Management

Senior Wealth Manager

Sep 2019Mar 2021 · 1 yr 6 mos

TeamworkPortfolio ManagementWealth Management

Kotak mahindra bank

Investment Advisor

May 2017Sep 2019 · 2 yrs 4 mos · Mumbai, Maharashtra, India

TeamworkPortfolio ManagementInvestment Advisory

Hindustan unilever limited

Summer Intern

Apr 2016May 2016 · 1 mo

Teamwork

Firstcall india equity advisors pvt ltd

Summer Intern

May 2015Jun 2015 · 1 mo

Chasmic research

Research Analyst (Part time)

Oct 2014Jun 2015 · 8 mos

K. j. somaiya institute of management studies and research

Member Corporate Relations

Sep 2014Jun 2015 · 9 mos

Education

Indian Institute of Management, Lucknow

Master of Business Administration (M.B.A.) — Accounting and Finance

Jan 2015Jan 2017

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