Sujata Rastogi Email & Phone Number

London, GB

London Area, United Kingdom

• Evaluating high-quality businesses for investment, backing sectors characterised by long term digitisation trends. Implementing transformation and AI-enabled growth strategies for portfolio companies to enhance revenue.
• Key characteristics: highly predictable and visible recurring revenue streams; strong customer retention; mission critical products and services; products or services in sectors with high barriers to entry; extensive.

San Francisco Bay Area

• Leading Financial Services and Fintech engagement for the UK Dept for Business and Trade, with the West Coast US, building relationships and pipeline, generating over £80m in trade and investment and 150+ jobs.
• Advising C-suite and senior leadership of San Francisco and US West Coast headquartered banks, payment processors and stock trading apps on multi year investment projects to establish and grow their UK presence.
• Advised and showcased UK Fintechs to elevate their presence, win market share and grow exports to the US. Hosted flagship event and panel discussion for US and UK unicorns expanding across the pond.
• Accompanied visitors such as the Mayor of the City of London on official visit to Seattle.

London, United Kingdom

• Available for license B2B cloud based software providing fast and easy to use algorithmic matching of individuals to work opportunities.
• Led company to design, build, launch and commercialise future of work, fractional talent marketplace for professional roles with startups. Reinventing the CV and way we build teams.
• 100+ user interviews to refine the MVP and on-board users. Developed financial model, product features, sales pipeline, roadmap, and built team.
• Part of Natwest Accelerator and the London and Partners business growth program

London, England, United Kingdom

• NayaOne is a Series A fintech providing banks with a single point of access to FinTechs, offering.a Digital Sandbox, Fintech API marketplace and synthetic data.
• Reviewed, streamlined and prioritised product backlog for development and reduced time to market for features. Presented platform capabilities to bank in-house innovation and technology teams.

• Wagestream is a series C fintech that integrates with employers to give people the ability to track, access, save, learn and manage their pay, all in one app to improve the financial wellbeing of people in work.
• Identified and assessed new product opportunities that increase app stickiness, revenue and financial well-being, using market and user insights. Made recommendations and set up ground work with partners for deployment.

• Worked with early and growth stage FinTechs to develop proof of concepts and pilots. Set up FinTech partnerships with potential for strategic investments and shaping the digital and innovation growth strategy.
• Represented HSBC at Digital Banking conferences, accelerators and pitch competitions
• Connected FinTechs to new business opportunities within Global Banking and Retail Banking at HSBC
• Developed innovative customer propositions and communities with emerging technology.

London, United Kingdom

• Global programme lead for online banking platform for wealth management to modernise tech stack and introduce digital customer experiences. Led scrum of scrum, aligned cross functional team on vision and roadmap, due.

London, United Kingdom

• Developed new Discretionary Portfolio Management Service. Launched 3 new investment products in 8 countries, known as the Core Multi-Asset Solution, Active Multi-Asset Solution and a series of Single Asset Strategies..
• Implemented collaboration operating model between Private Banking and Asset Management.
• Programme Manager for HSBC for portfolio sale of private banking assets in Switzerland to LGT Bank

Singapore

• Manager, Investment Strategy, Singapore
• Followed global equity markets, US and Chinese fiscal spending, key economic data releases
• Developed view on the global macro-economy and identified investment ideas, often thematic
• Managed analyst support team in Hong Kong remotely for the implementation of the monthly Asian Investment Outlook
• Developed growth strategy for Singapore Private Bank, including enhancement of client service proposition and suite of advisory services.

London, United Kingdom

• Examined the global Private Banking landscape to identify strategic opportunities, including development in Asian markets

Greater New York City Area

• Managed customer relationships proactively during the financial crisis with day-to-day contact.
• Designed series of diversified investment proposals based on interests and investment objectives.

London, United Kingdom

• Client facing relationship management, investment portfolio reviews and generating interest in new products including mutual funds, hedge funds and private equity.

London, United Kingdom

Innovative Technology Leader, Executive Education

Innovation Strategy & Design Thinking

Mba Study Abroad, Entrepreneurship/Entrepreneurial Studies

Entrepreneurship through Acquisition, Corp Development M&A, Inside Indian Business, Family Business

Mba, Business Administration And Management, General

Activities and Societies: Vice President - LBS Finance ClubLeading Organisations & Teams, Operations and Technology Management, Managing.

Bsc. (Hons) Business Administration, School Of Management, 1St Class

Financial Trading, Negotation, Project Management, Mcintire School Of Commerce, Exchange Programme