Mandate to manage allocation and deployment of the wealth on behalf of the family office across asset classes. Evaluated investment opportunities and ensured deployment strategy is aligned to IPS and long term goals.

Advised the organization on the design and development of a new liquid debt product offering. Managed process definition and defined the strategy for operationalization and integration with an NBFC.

Managed team of product managers, designers and a product analyst to build, launch and refine a mobile app on both Android and iOS. Devised the product positioning, product distribution and the customer segmentation strategy.Owned the product roadmap at the organization. Sought and incorporated feedback from internal and external stakeholders to define features and guide new product development.Led strategic partnerships with external service providers and vendors. Managed the conceptualization and roll-out of new processes, SOPs and operating models for key functions across the organization.

Led the team to provide recommendations to the CEO and devise a turnaround strategy for the affordable housing loan vertical of a private sector bank. Incorporated feedback from discussion with various stakeholders such as branch staff, sourcing agents and customers and triangulated this with market intelligence to prepare a strategy to grow the book by 10x over five years.

Led diligence of the microfinance business, the general insurance business and the asset management vertical of a digital first financial conglomerate on behalf of an institutional investor.Advised the leadership of a private sector bank on their fund raising strategy. Leveraged discussions with CXOs, business heads and functional heads to identify value creation opportunities or new business ideas. Created the financial projections and the pitch book based on these inputs.Revamped the operating model of settlement process workflow for late stage delinquent loans of a private sector bank. Conceptualized a unique pre-approved workflow and set up a centralized hub staffed with negotiation specialists to improve productivity and value realization from settlements.Designed, built and rolled out a digital workbench targeted at improving the productivity and cross-sell rates of field staff of the retail banking division of a challenger private sector bank. Oversaw integration with legacy systems, development of data and intelligence layer to support personalization and delivery of training to field staff.Led the successful post-merger integration of finance, treasury, IT and compliance functions of a housing finance company with a private sector bank.Advised a sell-side speciality chemicals client on mapping value creation opportunities to attract institutional investments into their India and Egypt businesses.Developed the revised operating model of the MSME lending business of a large private sector bank. Defined the credit underwriting process and implemented a back-tested risk assessment model to improve decision making.Designed a business assessment framework to enable the management team of a global pharmaceutical firm to evaluate decisions on deepending holding or divesting their investment in emerging markets across the globe. Additionally, codified transformation office charters to define the scope and objective of stakeholders.

Led roll out of arevamped credit appraisal and underwriting process for the SME lending vertical of a large PSU bank. Collated insights for design and creation of training materials, coordinated with regional leaders to schedule and execute training programs and ensure infrastructure readiness for adoption of new processes.

Oversaw the finance, accounting and compliance functions of a manufacturing and export oriented business. Managed banking operations and played a pivotal role in securing enhanced and improved terms for working capital facilities from the bank. Led activities such as preparation of project report and negotiation with banks to secure first ever project finance for purchase of a new manufacturing facility to expand operations.Managed the end-to-end process to conceptualize, ensure compliance and realize funds from the first ever rights issuance of equity shares. Included realization of funds from foreign customers who were also shareholders in the company.

Managed the turnaround of a cash loss making business unit as the finance controller. Provided insights to the business leadership and the division leadership team and executed strategic initiatives to optimize aging receivables and non-moving inventory.Assisted the division finance controller in managing the financial impact of a major business reorganization exercise. Activities included preparing building simulations and tracking realization of savings from the reorganization exercise.

Roles and responsilibilites included preparation of presentations and MIS reports for board of directors, preparation of quarterly statement for upload to SEBI website and for publishing in newspapers and supporting implementation of Hyperion Financial Management System for consolidated accounts.