Lokesh Malhotra

Product Manager

Bengaluru, Karnataka, India12 yrs 9 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Over a decade of experience in Fintech and SaaS.
  • Led cross-functional teams through complete product life cycle.
  • Achieved 40% month-on-month product adoption growth.
Stackforce AI infers this person is a Fintech Product Manager with extensive experience in SaaS and cross-functional leadership.

Contact

Skills

Core Skills

Product StrategyCross-functional Team LeadershipPayments And Fintech ExpertiseProduct GrowthProduct ManagementAgile Methodologies

Other Skills

Accounting IntegrationBanking IntegrationBusiness AnalysisBusiness InsightsBusiness ProcessBusiness ReportBusiness RequirementsChange ManagementCustomer Relationship Management (CRM)Financial AutomationGST ManagementMarket Research and Competitor AnalysisProduct Roadmapping and Product StrategySoftware DevelopmentTDS Payments

About

-A Product Manager who transitioned from being an entrepreneur, possessing over a decade of expertise in developing Fintech and SaaS-based ERP products. -A Product Manager driven by passion and values, adept at guiding cross-functional teams and overseeing the complete product life cycle, spanning from ideation to effective execution. -Proficient in evaluating customer needs and translating them into a product that effectively aligns with those expectations.

Experience

Tally solutions pvt ltd

Senior Product Manger

Jun 2024Present · 1 yr 9 mos · Bengaluru, Karnataka, India · On-site

Open financial technologies

4 roles

Lead Product Manager

Jun 2022May 2024 · 1 yr 11 mos

  • Interacted with numerous clients across a variety of business types, spanning from large enterprises to small and medium-sized enterprises (SMEs), to gather requirements and establish a clear product vision and features.
  • Took charge of the complete product life cycle, starting from the initial idea and requirements identification, progressing through development, testing, launch, ongoing maintenance, and user adoption.
  • Collaborated closely with UX/UI Designers during the exploration and research phases to determine enhancements and refinements.
  • Organized development sprints with the team, creating user stories, overseeing the backlog, and leading essential activities like refinement, planning, daily stand-ups, and retrospectives.
  • Effectively conveyed the product's vision, roadmap, and release plans to various teams including Sales, Business, Customer Success, Marketing, and Leadership.
  • Teamed up with the Marketing and Sales departments to establish and execute messaging, positioning, key benefits, and target customer strategies.
  • Established and evaluated product metrics aimed at promoting the product's growth.
  • Projects: OPEN.MONEY
  • >Banking Integration: Integrated 5+ top leading banks in India
  • >Financial Automation: Automated User Journey from Invoicing to Bank Reconciliation
  • >Business Report: Instant, Accurate, Power business MIS reports
  • >Goods & Service Tax: GST Return filing & fetching to Challan Payments
  • >Tax Deducted at Source: Tax deduction, Accounting & TDS Payments
  • >Integration: Accounting tools integration with the platform such as Tally, Zoho books, MS Dynamics etc ->Product Growth: Increased product adoption with an average of 40% month-on-month
User ResearchChange ManagementBusiness InsightsProduct StrategyCross-functional Team Leadership

Senior Technical Product Manager

Promoted

Apr 2021Jun 2022 · 1 yr 2 mos

  • Openbook :
  • Neobanking app for MSME in india with more than 1.5 million downloads on android & ios
  • Productise & launch the current account opening flow at the time onboarding with RBI regulated banks
  • Closely collaborated with cross functional team like Marketing for product launch, Tech team (frontend & beckend), Design, QA.
  • Setup process with operations team to verify KYC & risk of newly onboarded merchant within 24-36 hrs
  • Handling team of 4 product managers under openbook project.
  • Open.money : Product-Accounting Automation
  • Conceptualise & launched multiple apps :
  • App for Amazon Seller:
  • Processing of orders & returns along with Inventory & GST details into accounting engine
  • Reconciling the settlement data
  • Order wise bifurcation of expenses,taxes,shipping charges.
  • Onboarded more than 5000 amazon sellers & 4.3 star rating on Amazon app store
  • App for Integration with Major Accounting softwares like Tally, Zohobooks & Quickbooks
  • Two way sync between 3rd party ERPs & open, where all banking transactions against pending invoice & bill will process on Open
  • This integrations has help merchant in accounting automation by reducing bank recon time & the turn around time against outstanding bills & invoices
  • Lakhs of merchants are using these integrations resulting in multiple crores of transaction volume per month
  • App for TDS payments (Direct Tax) :
  • Processing real time payment of TDS
  • Seamless flow for payment completion within 30 seconds as compared to Govt site where it will at-least 20 mins
  • Direct tax payments are tightly coupled with Accounting engine where it pre-populate tax outstanding & auto updates bookkeeping entries after payouts
  • GST Module: (Indirect Tax)
  • GST monthly/quarterly return upload to filling on GST portal
  • Real time challan generation with pre-populating GST liability from accounting engine
  • Processing payments against GST Tax liabilities
  • Fetching of filled returns of previous months or quarter.
Change ManagementProduct Management

Technical Product Manager

Apr 2020Apr 2021 · 1 yr

  • Building Accounting & Inventory module for open.money
  • Supported 25+ business reports for merchants
  • Follow & implemented agile methodologies across the engineering team
  • Sprint planning for bugs & enhancements along with setting up of priorities for the releases.
Change ManagementAgile Methodologies

Senior Software Engineer

Aug 2019Apr 2020 · 8 mos

  • Build 3rd party plugin which fetch & update payments data between Banks & ERPs.
  • Designed architect/ schema for rest API for both get & post actions
  • Handling of large financial data and pre-processing into small batches before sending to server

Tally solutions pvt ltd

Software Engineer 2

Nov 2015Aug 2019 · 3 yrs 9 mos · Bengaluru Area, India

  • As a Software developer, resolving key market issues from backlog and customer support escalations to reduce support dependency and create customer delight.
  • Key Achievements:
  • As part of the focused team, delivered 1 major release (GST ready product), 8 minor releases and 25 maintenance releases.
  • Gathering business requirements, Interacting with end-users, designers, product and project managers, key influencers to get a better understanding of the business processes and current challenges associated.
  • Working with a cross functional team including product management, development, support & QA to define and deliver products.
  • Worked on creating a unified Customer database for ease of account profile management by users and support teams.

Rationondoor.com

Co Founder

Nov 2014Sep 2015 · 10 mos · Faridabad Area, India

  • Created and operationalized the online supermarket which enables households to buy groceries anytime, anywhere
  • Key Achievements:
  • Made the business model operational within 3 months and grossed Rs. 1L revenue per month within first 4 months
  • Created Goods delivery management process to delivery goods within 24 hr of orders
  • Designed the matrix of inventory management for maintaining the stock of fast moving items
  • Gathered and uploaded information of 1100+ SKUs on portal
  • Arrived at the Target market/geography to operationalize

Abco services

Entrepreneur

May 2013Oct 2015 · 2 yrs 5 mos · New Delhi Area, India

  • As the head of change management and solutioning business primarily targeted at small and medium enterprises, responsible for account management, customer relationship management, negotiations, project planning and execution.
  • Key Achievements:
  • Generated the service revenue of Rs. 10 L within 2 years of establishment.
  • Achieved more than 50 successful implementations across Manufacturing Units, Service Industries, Trading Firms.
  • Provided the turn key solution to customers by understanding there organisation needs and rendering services like procuring infrastructure, networking, web site designing, providing technical training etc.
  • Ideated, owned & delivered more than 100 successful projects with unique personalized solutions for better MIS reports.
  • Integrated Dealer Management System of almost every automobile industry with Tally.ERP 9
  • Helped customers shift their operations from Busy, Navision, SAP, Oracle into Tally.ERP 9

Anand barkha & co.

Business Development Manager

Jul 2010Jan 2015 · 4 yrs 6 mos · New Delhi Area, India

  • As the head of business development responsible for business growth, setting up the sales strategy, channel management, account management, customer relationship management, negotiations, sales planning and execution.
  • Key Achievements:
  • Successfully executed revenue growth from 65 L to 2 Cr within 2 years
  • Expanded the business reach by setting up new offices in New Delhi and Hisar (apart from Faridabad HQ)
  • Handled team of 10 persons catering to a channel of more than 250 partners
  • Monthly meeting with performing partners to improve capacity and capability
  • Enabling at least 2 partners per month and make them performing by providing training on product
  • Designing and executing the marketing plans for channel partners
  • Customer visits along with partners to boost confidence and closure of sales

Education

Guru Gobind Singh Indraprastha University

Master in Computer Application — Information Technology

Jan 2010Jan 2013

Guru Gobind Singh Indraprastha University

Bachelor in Computer Applications — Information Technology

Jan 2007Jan 2010

DAV public school faridabad

Business/Commerce — General

Jan 2005Jan 2007

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