Lead business, product and GTM strategy for financial services and insurance. Also, lead the customer success function for all strategic industry customers managing C-suite relationships for enterprise customers. Led the release of industry first cloud contact center platform to market helping expand market access and presence for Talkdesk. Thought leader representing Talkdesk at events, conferences, publications and webinars.

Banking Strategy - Digital Transformation - Digital Strategy - Business Model Transformation - Core Modernization - Platform Strategy - CX Strategy - Contact Center Strategy

MBA with a concentration on Finance & Strategy

Refined Business Processes for KYC and Deal Tracking by automating and helping reduce manual touch points.Developed a robust online ‘Know Your Customer’ process to mitigate financial, legal and reputational risks faced by the organization; reducing manual touch points by 75%.Developed an automated system for ‘Deal Tracking’ with the ability to generate MIS reports; implemented successfully across all Energy India Businesses thereby reducing manual tracking effort by 50%.

• Completed a project for a Fortune 500 telecommunications company interested in venturing into the Healthcare industry• Created a value chain as well as money and information flow diagrams for the $550 billion industry in the United States

• In depth domain knowledge of banking and financial services with a focus on Customer Data Management, Account Originations and Account Servicing• Managed the scope definition for a One HSBC project, an initiative to reduce cost of Technology support by over $ 25 million per year• Analyzed potential business obstacles and identified solutions which resulted in an estimated cost saving of $20,000 per year in production• Trained new entrants in banking and financial business processes in a record time of 3 weeks which helped start a $ 1.3 million project on time• Demonstrated expertise in translating customer requirements into comprehensive Business Requirements, Functional Specifications, Requirement Traceability Matrix and Technical Design Documents• Led and conducted a training and knowledge transfer workshop to transition support services to a low cost location saving the company an expenditure of over $1.5 million annually• Led a team of 20 resources that performed System Integration Testing (SIT) and System Acceptance Testing (SAT) which resulted in a successful implementation of the project on time and at quality• Responsible for developing the Deliverable Quality Processes by analyzing trends in defects which resulted in the overall decrease of defects by 20 percent which in turn led to reduction in rework budget by $15,000• Led and conducted workshops in Hong Kong and Sheffield (U.K.) to facilitate the deployment of the solution in Asia Pacific, Middle East, Europe and the United States