CV
FIN TECH CONSULTANT | SALES ENABLEMENT | INVESTMENT BANKING
Awards & Recognition
Chairman's Award ( Intellect Design)
STAR Award ( Miles Software)
SPARC ( Credence Analytics)

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.


Work Experience
Global Presales - Treasury & Risk Management
Associate Vice President - INTELLECT DESIGN ARENA LTD
June 2017 - Present

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.

Functional Coverage:

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.

Global Presales - Asset & Wealth Management
Associate Vice President ( EBIX CASH - Erstwhile Miles Software)
Jan 2015 - May 2017

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.

Functional Coverage:

Asset , Wealth & Portfolio management , Private & Trust Banking , Family offices , Broking ,Pension Funds , Portfolio Performance & Risk analytics ( GIPS) , Fund Accounting - IFR5-9, Global Compliance

Lead - Treasury & Asset Management
Lead Consultant ( Delivery & Presales) - CREDENCE ANALYTICS
May 2008 - Dec 2014

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.

Functional Coverage

Corporate Treasury , Bank Treasury , Asset Management , NBFC's Fund Raising ,Insurance ( Life & General ) Asset Liability Management , Risk &Compliance , Mutual Funds

EDUCATION
CFA Institute , USA
CFA Level 3 CandidateNov 2021
Usha Pravin Gandhi College of Management
Bachelors in Science ( Information Technology) -(1st CLASS)2008
SCD COLLEGE OF SCIENCE
Higher Secondary Certificate Science Division - FIRST CLASS2005
GYAN KENDRA SECONDARY HIGH SCHOOL
Secondary School Certificate -(DISTINCTION CLASS)2003
TECHNOLOGY & HOBBIES
  • PYTHON / HTML / ORACLE
  • Stock Market Research
  • Beach Soccer
  • Mountain Travelling
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