Rohan Puri Email & Phone Number

Canada

• Launched Ownr Blueprint:Strategized and managed Blueprint’s development from concept to launch, addressing entrepreneurial pain points with targeted, modular features, which boosted conversion rates by ~5% and ARR by ~8%• Optimized Conversion Rate:Redesigned Ownr’s biggest conversion bottlenecks within the payment flow, overhauling the end-to-end process for business banking account setup. This change shifted the RBC banking incentive to pre-payment, leading to a 15% increase in conversions and a ~$30MM boost in LTV by streamlining onboarding and incentivizing account openings• Ownr Insurance:Directed product planning and development for Ownr Insurance, one of Canada’s first digital B2B insurance products, driving roadmap alignment and backlog prioritization to achieve underwriting of $100MM in insurance policies• Email Automation Tool:Managed the full lifecycle of an email automation tool, from defining features to approving UX/UI and facilitating engineering collaboration, resulting in a 3x reduction in campaign scheduling and email management lead time• Instituted Continuous Discovery Practice:Established continuous discovery practices to shift Ownr’s approach from output to outcome orientation, identifying strategic initiatives projected to boost revenue by ~35% and lower churn

Toronto, Ontario, Canada

• Redesigned product strategy for RBC Healthcare clients, overhauling the investment incentives within each plan to attract higher client investments and enhance product value. Additionally, transitioned the group’s escalation process to new operational partners, resulting in a 25% improvement in response times• Identified key areas for improvement in global recruitment systems and processes, presenting recommendations to enhance candidate experience and boost efficiency by 10%. Delivered insights via a strategic deck• Directed a training initiative for 150+ bank advisors to improve their ability to identify and target small business clients, resulting in a larger pipeline of clients for RBC Insight Edge

Toronto, Canada Area

Built and refined financial models for multiple strategic scenarios, collaborating with stakeholders to ensure robust assumptions, improving forecasting accuracy by 10%

Canada

Researched entry strategies for US lenders, streamlined sales processes and designed CRM training collateral, resulting in a 30% reduction in onboarding time for new sales team members

Developed research methodology and investment strategies for AltCoins, tokens & ICOs, actively managed a portfolio of AltCoins, achieving a 75% ROI within six months

Delhi Area, India

• Guided a team of 12 through end-to-end project management of largest donor project, raising ~US180K; retained client and acquired additional funding of ~US1.3M, making it the largest project in company history • Reduced lead time and designed operational efficiencies, contributing to local partners scaling up project grants ~50 times and ~100% year-over-year departmental sales growth• Created warehouse trackers to identify bottlenecks and initiated vendor changes, reducing procurement time by 62% and re-orders by ~50%

• Created and maintained financial models for automotive and food and beverage stocks in the EU, contributing to a 10% improvement in client portfolio performance• Increased team efficiency by 30 minutes per user per day by managing an automated web crawling tool, replacing the need to manually collect stock news and developments

Ncr - Delhi

Audited major expenses for largest Indian telecom operator with ~US$80B turnover

Master Of Business Administration - Mba, Analytics

Activities and Societies: Vice President of Business Technology Club

C.A Final Student

Cleared C.A. Final Group I. One more to go.

Bachelor Of Commerce (B.Com.)

Commerce

Activities and Societies: Ad Mads, Debates, Basketball Team