Oct 2020 – Feb 2022 · 1 yr 4 mos

Apr 2019 – Oct 2020 · 1 yr 6 mos

Oct 2017 – Mar 2019 · 1 yr 5 mos

• We are on a mission to make Investment & Wealth Management simpler, easier and accessible to Millions of Indians.
• Member of core founding team & second employee of Paytm Money and managed multiple functions for the setup & launch of the business.
• Leading Strategic Alliances & Partnerships with AMCs and other partners.
• Leading conceptualisation and design of multiple new initiatives such as Lending against MF, Government Securities, Corporate investors, investment products for NRIs.
• Message me on LinkedIn if you are interested or would like to refer someone.

Apr 2017 – Oct 2020 · 3 yrs 6 mos · India

• Hiring for multiple roles to build fintech products from scratch!

Nov 2014 – Present · 11 yrs 4 mos · New Delhi Area, India

• Lead Angels, an Angel Investment Network, is a Section 25 company (Non-profit organization) to promote entrepreneurship through mentoring and private investments.

Aug 2011 – Mar 2017 · 5 yrs 7 mos · USA, South Africa, Singapore, India

• Consistent promotions from Associate to Senior Associate, PES, Junior Engagement Manager, and Engagement Manager
• Business Development: Successfully sold ‘Data Integration, Visibility & Analytics’ projects to Executive Committee of an African Corporate & Investment Bank. Worked with Senior Partners across multiple consulting deals through pitch decks and presentations to CXOs.
• Designed & implemented 4 patentable processes & tools/templates
• Visibility & Data Integration for an African Corporate & Investment Bank: Managed senior client relationships and lead a team of 10-15 people to ensure smooth integration of 3 LOBs for providing granular visibility into 360 degree business performance (Operational & Executive Visibility)
• Data Quality Management (DQM) for the largest US bank: Led a team to ensure regulatory compliance (BCBS) for the largest retail bank through Business Process Reengineering and 'first of its kind' DQM solutions in the industry
• Business Transformational study for one of the top 10 global Asset Management firms to generate $60-80 Mn savings through Investment Optimization and Talent Realignment
• Operational enhancement case for a top 3 US bank: Handled multiple categories for expense management and syndicated with middle management clients to deliver USD 50 Mn+ savings
• Transfer Pricing for a top African Bank: Led the project to assess the current state, identify issues and implement solutions to provide granular visibility into ZAR 10Bn+ TP costs
• Digital Marketing Strategy for a top 3 Insurance Provider
• Advisor Platform Strategy for a global PWM (Private Wealth Management) bank with AUM of over EUR 300 Bn
• Visibility & Analytics Services - Managed a team of 12-15 members across 3 countries to ensure development and operationalisation of 8 Visibility solutions for a top African bank
• Portfolio management to provide ZAR 80-100MN revenue enhancement
• Infrastructure Platform Assessment for the largest US bank

Mar 2011 – Jul 2011 · 4 mos

• Managed multiple domains for the setup and launch of the venture, including Strategy making, Business development, Process design & implementation, Financial Planning, Marketing etc.

Nov 2010 – Mar 2013 · 2 yrs 4 mos

• Managed setup & operationalisation of Hyderabad Angels since inception
• Handled multiple functions including Deal sourcing, Investment analysis, Deal negotiation (Term sheet) and Due diligence post Term sheet
• Led the process for New Angels enrolment

Jun 2010 – Aug 2011 · 1 yr 2 mos

• Program Management for ‘Office 365 Developer Site’, cloud platform for managing App development
• Defined product vision, developed business strategy and presented to senior leadership for management buy-in
• Managed a team for end to end product management

Apr 2009 – Jun 2009 · 2 mos

• Product Management for MyBlogLog
• Defined product strategy and roadmap for MyBlogLog, a social distributed network for personal and professional bloggers
• Conducted customer segmentation, need gap analysis, customer usage data analysis, and product repositioning
• Defined Monetization Model and created a financial model to forecast synergies with other Yahoo platforms

Jul 2007 – May 2008 · 10 mos

• Worked across end to end deal-lifecycle through multiple Mergers & Acquisitions
• Strategy projects/ Pre-Merger integration –worked on multiple projects across strategy making, target screening and due diligence
• Post Merger Integration: Worked as a member of Clean team on USD 18 Billion merger of US companies, and conducted vendor management to propose significant synergies for the clients
• Also, worked on creating integration planning roadmaps for other billion+ dollar deals
• Synergies - Managed the model for Synergy benchmarking across industries, and prepared Synergy Value Maps for 2 industries
• Key deliverables included Integration roadmaps, Strategy decks, Synergy benchmarking, Synergy Value Maps, Request for Proposals and Deal Briefs

May 2006 – Jul 2006 · 2 mos

• Projects
• Six sigma analysis of AI-20 aero-engine overhaul line and implementation of six sigma techniques in the organization
• To study and enhance the inventory management for the spare parts used in Aircrafts and Helicopters
• Key Outcomes
• Estimated savings of INR 1.6 Millions/year for 73 items; the depot maintained an inventory of thousands of items thus presenting an opportunity for huge savings.