Pallavi Bharti

Business Development Manager

Gurugram, Haryana, India5 yrs 5 mos experience

Key Highlights

Over 5 years of experience in finance across diverse industries.
Proven track record in leading cross-border financial operations.
Strong expertise in financial planning and treasury management.

Stackforce AI infers this person is a Fintech professional with strong capabilities in financial operations and strategic management.

Contact

Skills

Core Skills

Financial AnalysisTreasuryRegulatory ComplianceCustomer ServiceClient OnboardingSales

Other Skills

Investor RelationsFinancial ModelingCross-functional Team LeadershipWealth Management ServicesRecord to ReportProcure-to-PayOrder to CashMISReporting & Financial AnalyticsCorporate CommunicationsRequirements AnalysisCompetitive AnalysisClient ServicesProblem SolvingInside Sales

About

Finance professional with over 5 years of diversified experience across fintech, AI startups, retail, and insurance domains. Proven ability to lead cross-border financial operations (India, Singapore,Dubai), establish investor confidence, and ensure regulatory compliance. Strong track record in financial planning, treasury management, compensation design, and driving operational excellence. Adept at working directly with founders and leadership teams, with a deep interest in financial technologies and AI-driven business models.

Experience

5 yrs 5 mos

Total Experience

10 mos

Average Tenure

Current Experience

Justbaat.ai

Senior Manager finance and Sales strategy

Sep 2024 – Aug 2025 · 11 mos · Gurugram · On-site

Acted as a finance functional consultant, partnering with leadership to assess existing finance processes and design scalable, system-driven solutions.
Led end-to-end finance operations across India, Singapore, and Dubai, covering accounting, treasury, compliance, and financial reporting.
Translated business requirements into functional solution designs for accounting structures, approval workflows, and reporting hierarchies.
Owned Record-to-Report (R2R) activities including monthly close, MIS reporting, and variance analysis.
Supported Procure-to-Pay (P2P) and Order-to-Cash (O2C) processes including payments, invoicing, collections tracking, and revenue analysis.
Designed value-creating financial models such as pricing frameworks and performance-based incentive structures.
Coordinated with auditors and external partners to ensure statutory compliance, controls, and audit readiness.

Investor RelationsFinancial ModelingTreasuryFinancial AnalysisCross-functional Team LeadershipWealth Management Services+5

Ifb industries ltd

“Business Executive - Retail & Marketing"

May 2024 – Sep 2024 · 4 mos · Faridabad, Haryana, India · On-site

Handled modern trade sales for West India across 22 Vijay Sales, Croma, and Reliance Digital stores
Managed Reliance primary sales operations across the entire Delhi NCR region.
Collaborated with zonal teams and dealers to ensure stock availability and revenue target achievement.

Safe in india foundation

Volunteer

Sep 2023 – Feb 2024 · 5 mos · Gurugram, Haryana, India · On-site

Regulatory Compliance

Policybazaar.com

Associate Consultant

Jun 2022 – May 2023 · 11 mos · Gurugram, Haryana, India · On-site

Conducted client needs assessment and translated insurance requirements
into functional specifications.
Designed end-to-end health insurance solutions by researching market
offerings and engaging internal stakeholders.
Assisted in solution recommendation and implementation processes including
documentation, renewal design, and grievance handling.
Supported cross-functional collaboration between consulting, sales, and
underwriting teams to ensure client delivery excellence.

Regulatory ComplianceCorporate CommunicationsRequirements AnalysisCompetitive AnalysisCustomer ServiceClient Services+10

Fyers

Sales Executive

Aug 2020 – May 2022 · 1 yr 9 mos · Bengaluru, Karnataka, India · Remote

Led end-to-end onboarding of retail investors and traders to the FYERS platform.
Conducted client demos, resolved operational queries, and supported product team in UI/UX enhancements.
Mentored new sales hires and contributed to internal training programs.

Regulatory ComplianceClient OnboardingStock Market AnalysisKYC VerificationCommunicationSales+7