From the start, my focus has been clear: building brands that resonate with audiences and stand out in the market. Now, as Chief Marketing Officer, I’m taking this mission further by becoming the Voice of the Customer.I continue to lead initiatives in Branding, Marketing, Digital and Social, Events, Communication, PR and Media Relations, always striving to align our offerings with customer needs and market demands. In my expanded role, my goal is to make our customers the focal point of our growth strategy. Here’s how I’m driving this forward: • Discovering Customer Insights: By leveraging advanced client profiling and segmentation, we are gaining a comprehensive understanding of our customer base, allowing us to tailor our strategies to meet their needs more effectively. • Data-Driven Strategy: I’m at the forefront of utilising customer data, intelligence, and analytics to inform strategic decisions that drive business growth and market expansion. • Enhancing Customer Engagement and Loyalty: My focus is on refining our outreach efforts to boost customer acquisition, engagement, and loyalty, transforming interactions into long-term relationships and brand advocacy.

Rapidly promoted through roles of increasing responsibility from initial hire as AVP of Learning & Development to my current position as Head of Marketing & Client Experience, I have played a key role in establishing IIFL as the leading wealth management firm in India, growing assets under management from US$500M to US$44B+. I have supported the launch of 4 new businesses (Wealth Management, Asset Management, Trust Services & Succession Planning, and Non-Banking Financial Company) and catalysed expansion into 9 new countries in Europe, North America, and Asia. I currently lead a US$6.5M annual operating budget and 12 direct reports.Some of the key ways in which I have made a difference include:INTEGRATED MARKETING / MEDIA ENGAGEMENT / BRAND MANAGEMENT ► Created comprehensive experiential marketing strategy and delivered 800+ client experiences and events, capturing US$6B+ in new assets under management (AUM).► Launched DIVE program for 22 to 30-year-olds, HERSELF for women 30+ years of age, and Young Leaders Internship Program for 18 to 22-year-olds.► Co-created 5-day residential program at Singularity University in California for select group of 75 clients.► Collaborated with Harvard University to develop daylong client seminar regarding organizational change and growth.► Rolled out exclusive, co-branded AMEX Platinum charge card to promote new advisory platform, attracting 275 clients and generating $400M in annually recurring revenues.► Conducted market analysis to develop 1st regionally targeted campaigns for Wealth Management and Asset Management businesses, supporting expansion into Tier 2 cities and improving return on marketing spend by 21%.► Published best-selling book showcasing IIFL’s capabilities: “The Wealth Wallahs: The Story of India's New Wealthy and the company that built itself on managing their riches”.► Delivered 300% increase in media articles and interviews across print, television, and digital channels in last 2 years.

(CONT’D FROM ROLE ABOVE)PRODUCT INNOVATION / CUSTOMER EXPERIENCE► Developed industry’s 1st AI-driven monthly portfolio statement delivered in video format for 18K+ high-net-worth individuals, allowing clients to view / listen to statement in <3 minutes. Won “Bronze Award for Best Artificial Intelligence” at DMA ASIA ECHO.► Dramatically improved net promoter score from -41 to 36 within last 2 years.► Ranked among Top 100 Customer Experience Professionals in India by Paul Writer.► Hosted 44 clients at Wimbledon with debenture tickets and took 230 clients to Cricket World Cup events in Australia, U.A.E., and U.K.INDUSTRY RECOGNITION / HONORS & AWARDS / THOUGHT LEADERSHIP► Won The Asset Triple A Awards for last 10 years, ranking as #1 Private Wealth Management firm in India.► Ranked #1 in all 16 categories at Euromoney Wealth Management Awards in 2019 (sole firm to ever do so).► Published IIFL Wealth Management Wealth Index, surveying 500+ high-net-worth individuals across India. Won industry recognition and covered in 23 publications with 5K+ downloads / distributions.► Received “CMO Award” for disruptive marketing excellence from DMA Asia.M&A ACTIVITY / PARTNERSHIPS & ALLIANCES / CSR► Played key role in post-merger integration following 4 acquisitions, consolidating all brands under IIFL umbrella and retaining 100% of newly acquired clients while boosting client referral rate.► Forged strategic partnerships with global entities such as Entrepreneur’s Organization (EO) and Young President’s Organization (YPO), generating $1B in AUM across all businesses.► Built network of 10K+ channel partners to promote new Asset Management business, playing vital role in attaining US$6.5B in AUM and growing at 68% CAGR.► Led pitch for Mumbai T20, winning 5-year contract with Mumbai Cricket Association and enabling firm to reach broader, mainstream audience.► Launched Corporate Social Responsibility Foundation and deployed US$5M over course of last 3 years.

Led the pan India sales and marketing strategy for retail training programs, increasing sales by 29% YoY. Led and negotiated the Brand Treaty Partnership with Bennet Coleman (Times of India group), the largest media house in the country for a 25% stake in the company. On-boarded a leading global advertising agency to assist in brand building and product sales, post this infusion. Designed and led the deployment of the ‘train and hire’ model for clients such as IBM, Dell, and Genpact. This became an industry-standard thereon.

Leading the relocation world’s #1 specialty paper producing facility from Zürich to India. Interacting and negotiating with 4 state governments, several technical and business partners. Reporting to Managing Director based out of Zurich.

Setting up the modern trade arm and distribution channel to promote imported school and office stationery products, including creating own brand in the same space – sold by over 12 branded chain stores, 1200 retailers and supported by 100+ distributors in Eastern, Southern and select parts of Western India.

Started a Master Franchise in EdTech for children aged 4-14 yrs. Signed-up and managed 43 franchise centers, out of a total 221 nationally. Tied-up with several schools in Eastern India covering more than 31,000 students, including South Point High School the then largest school in Asia. Sold the business in 2004 for a profit.

Started my career as an entrepreneur, part of the family managed business, which taught me all aspects of running a business, such as risk, finance, sales, channel management, accounting, logistics, supply chain management, and more. Marketing & Logistics Partner (Eastern India) for TechNova, one of the world's largest manufacturers of digital and analogue offset plates, chemicals and allied products for the printing industry.We handled more than 50 distributors and 14 key accounts generating an annual turnover in excess of INR 36 million.