Experienced Business consultant with approx 14 years of deep experience in FinTech Consulting , Product-Management , Pre sales & delivery, primarily in Asset &Wealth Management Risk and Treasury functions.
Managed portfolio of various product companies across multiple geographies for consultative sales & presales and actively participated in the GTM strategies.
My strength lies in my deep understanding of the domain and the consultative approach towards the sales life cycle . I have been part of the core strategy group in my previous engagements with direct interaction with Cx0 members to strategize sales identify the markets with a forward looking outlook and create opportunities for the product.
Leading Global Product Pre Sales for asset management and Treasury products. Engaging with customers across the entire sales life cycle translating opportunities into Customer wins. Conducting product workshops , demos and seminars across the EURO , APAC and ME region for Treasury , Risk and Asset Management Business.
Treasury - Commercial & Public Banks , Central Banking & Reserve Management , Market Risk , Portfolio Risk ,XVA , Basel III , LCR / NSFR / Tier (x) Ratios, CCR , Credit Migration ,etc. Asset Management Active Portfolio management , Portfolio bench-marking Portfolio 6 Risk Analytics Portfolio Optimization, etc.
Leading Product Pre Sales for Asset Wealth management & Trust banking products in the APAC region. Majorly contributed in Indian & APAC region. Assisted the sales team in closure of number of deals with detailed customer oriented workshops / demos and engagements. Provided a 360 degree consultative sales approach to the customers both from business & technology perspective. Enabled the unit to achieve multiple multi-million $ deals in Trust banking and fund / portfolio management space.
Asset , Wealth & Portfolio management , Private & Trust Banking , Family offices , Broking ,Pension Funds , Portfolio Performance & Risk analytics ( GIPS) , Fund Accounting - IFR5-9, Global Compliance
Responsible for Presales & Delivery of Corporate Treasury Cr Asset Management products .Successfully completed over 18+ projects across Banks , NBFC's. Led a team of 6 consultants across different regions for pre sales & delivery of the the entire suite of products.
Corporate Treasury , Bank Treasury , Asset Management , NBFC's Fund Raising ,Insurance ( Life & General ) Asset Liability Management , Risk &Compliance , Mutual Funds