Functional Skills
Operating Model Design
Performance Management
Business Unit Strategy
Program Management
AI Performance Optimization
Business Analysis
Market Research
Budgeting
Succession Planning
Customer Relationship Management
Project Management
Talent Acquisition
Product Strategy
Leadership Development
Strategic Planning
Software Skills
PowerBI
Microsoft Excel
Microsoft PowerPoint
Tableau
Sector Experience
Consumer Goods
Financial Services
Healthcare
Life Sciences & Pharma
Experience
TresVista Financial Services
Corporate Strategy & Development
VICE PRESIDENT | STRATEGY & ENTERPRISE TRANSFORMATION
1/2023 - 7/2025
• Founded and led the enterprise strategy function to align leadership accountability with business outcomes, contributing to ~200 bps growth in firm equity value.
• Designed and implemented performance measurement frameworks for 30+ senior leaders, linking KPIs to business impact and enabling data-informed hiring and development decisions.
• Flagship Initiatives: ✓ Project Management Transformation (Descrial Innovation): Led a 1.5-year firmwide project to standardize project planning and execution, launching a product in June 2025 expected to improve delivery timelines by 20–25%. ✓ SVP & Executive Leadership Performance Reviews: Designed and implemented structured review mechanisms for senior leaders, fostering accountability and supporting succession planning. ✓ Sales Contract Lifecycle Mapping & Optimization: Mapped and optimized the sales contract process, reducing cycle time by 15–20% and enhancing CRM integration. ✓ New Roles Creation Framework: Developed standardized SOPs for role creation, enabling scalable, cost-aligned talent acquisition across departments. ✓ Employee Lifecycle Data Lake: Architected cross-departmental data infrastructure to support predictive workforce analytics and strategic planning.
● Mentored Analysts, Associates, and senior team members, strengthening leadership pipelines and fostering a high-performance culture.
• Designed and implemented performance measurement frameworks for 30+ senior leaders, linking KPIs to business impact and enabling data-informed hiring and development decisions.
• Flagship Initiatives: ✓ Project Management Transformation (Descrial Innovation): Led a 1.5-year firmwide project to standardize project planning and execution, launching a product in June 2025 expected to improve delivery timelines by 20–25%. ✓ SVP & Executive Leadership Performance Reviews: Designed and implemented structured review mechanisms for senior leaders, fostering accountability and supporting succession planning. ✓ Sales Contract Lifecycle Mapping & Optimization: Mapped and optimized the sales contract process, reducing cycle time by 15–20% and enhancing CRM integration. ✓ New Roles Creation Framework: Developed standardized SOPs for role creation, enabling scalable, cost-aligned talent acquisition across departments. ✓ Employee Lifecycle Data Lake: Architected cross-departmental data infrastructure to support predictive workforce analytics and strategic planning.
● Mentored Analysts, Associates, and senior team members, strengthening leadership pipelines and fostering a high-performance culture.
TresVista Financial Services
Corporate Strategy & Development
SENIOR ASSOCIATE | CLIENT DEVELOPMENT
1/2019 - 12/2022
• Co-founded Client Development team, developing scalable client engagement models and growth frameworks across 20+ key accounts.
• Mentored Analysts and Associates, doubling team size while maintaining delivery quality during rapid portfolio growth.
• Key Projects:
✓ Client Budgeting Model: Developed a growth potential framework guiding SVPs in setting retention, sales, and travel-related targets, improving forecasting accuracy by 15%.
✓ SVP Performance Audit Tool: Created a dashboard integrating quantitative and qualitative metrics to measure leadership effectiveness, driving accountability. ✓ Client Health Model: Designed tools to assess client relationships proactively, reducing churn rates by 10–12%.
✓ Talent Enablement Program: Led hiring, training, and mentoring initiatives to strengthen delivery capabilities amidst expanding project scope.
✓ Sales Growth Initiatives: Contributed to strategies that resulted in ~450 bps year-over-year sales increase, reflecting significant business ROI.
• Mentored Analysts and Associates, doubling team size while maintaining delivery quality during rapid portfolio growth.
• Key Projects:
✓ Client Budgeting Model: Developed a growth potential framework guiding SVPs in setting retention, sales, and travel-related targets, improving forecasting accuracy by 15%.
✓ SVP Performance Audit Tool: Created a dashboard integrating quantitative and qualitative metrics to measure leadership effectiveness, driving accountability. ✓ Client Health Model: Designed tools to assess client relationships proactively, reducing churn rates by 10–12%.
✓ Talent Enablement Program: Led hiring, training, and mentoring initiatives to strengthen delivery capabilities amidst expanding project scope.
✓ Sales Growth Initiatives: Contributed to strategies that resulted in ~450 bps year-over-year sales increase, reflecting significant business ROI.
L&T Financial services
Product Management / Strategy
PRODUCT, STRATEGY & BUSINESS ANALYSIS
5/2018 - 8/2019
• Redesigned collections architecture through root cause analysis and revised incentive schemes for sales and collections teams, aiming to reduce GNPA by addressing early delinquency — manually simulated for both seasonal and non-seasonal periods.
• Developed a dealer categorization model based on annual business volume and portfolio quality; introduced a funding matrix linked to dealer star ratings to optimize disbursals and reduce credit risk.
• Planned and presented the FY'20 budget covering disbursement targets, book size, GNPA, IRR, subvention income, processing fees, and trade advance estimates.
• Realigned asset mix by introducing a new product line that increased business in non-season months — resulting in a 300 bps market share gain post-launch (Feb 2019).
• Designed and launched national contests for sales and collection teams with tiered incentives (e.g., vouchers, white goods, trips), improving field motivation and performance tracking.
• Institutionalized a weekly monitoring matrix for sales and collections to replace month-end rushes; enabled real-time reviews with Business Head, leading to smoother month closes and more consistent target achievement.
• Monitored and prepared business KPIs for quarterly performance reviews between the Business Head and the MD/CEO.
• Defined portfolio governance parameters for end-to-end business monitoring, enabling early detection of process and portfolio gaps.
• Developed a dealer categorization model based on annual business volume and portfolio quality; introduced a funding matrix linked to dealer star ratings to optimize disbursals and reduce credit risk.
• Planned and presented the FY'20 budget covering disbursement targets, book size, GNPA, IRR, subvention income, processing fees, and trade advance estimates.
• Realigned asset mix by introducing a new product line that increased business in non-season months — resulting in a 300 bps market share gain post-launch (Feb 2019).
• Designed and launched national contests for sales and collection teams with tiered incentives (e.g., vouchers, white goods, trips), improving field motivation and performance tracking.
• Institutionalized a weekly monitoring matrix for sales and collections to replace month-end rushes; enabled real-time reviews with Business Head, leading to smoother month closes and more consistent target achievement.
• Monitored and prepared business KPIs for quarterly performance reviews between the Business Head and the MD/CEO.
• Defined portfolio governance parameters for end-to-end business monitoring, enabling early detection of process and portfolio gaps.
Phillip Capital India Pvt. Ltd.
Management Consulting
ADVISORY & RELATIONSHIP MANAGEMENT INTERN
1/2017 - 6/2017
• Completed a summer internship as part of MBA curriculum, gaining hands-on experience in investment advisory and relationship management.
• Developed strong understanding of financial products and contributed to enhancing both existing and new client relationships.
• Assisted in client communications to assess risk appetite and investment needs; advised on appropriate investment mix using buy-side and sell-side research inputs.
• Developed strong understanding of financial products and contributed to enhancing both existing and new client relationships.
• Assisted in client communications to assess risk appetite and investment needs; advised on appropriate investment mix using buy-side and sell-side research inputs.
Siddharth Distributors
Finance
ASSISTANT MANAGER
9/2012 - 4/2015
• Managed sales and operations for my family-owned trading business in chemicals, scientific goods, and lab instruments.
• Conducted market research and client visits across government institutions, hospitals, and factories to gather requirements and assess competitors.
• Streamlined empanelment and delivery by hiring and training a dedicated team, improving fulfillment efficiency.
• Led pricing and contract efforts by preparing tenders, quotations, and annual rate contracts, expanding institutional client base.
• Developed and executed semi-annual and annual sales plans focused on new client acquisition and deeper reach, driving steady revenue growth.
• Oversaw financial and manpower planning to align operations with targets while ensuring cost efficiency.
• Maintained strict adherence to budgetary goals while improving operational execution and service delivery.
• Conducted market research and client visits across government institutions, hospitals, and factories to gather requirements and assess competitors.
• Streamlined empanelment and delivery by hiring and training a dedicated team, improving fulfillment efficiency.
• Led pricing and contract efforts by preparing tenders, quotations, and annual rate contracts, expanding institutional client base.
• Developed and executed semi-annual and annual sales plans focused on new client acquisition and deeper reach, driving steady revenue growth.
• Oversaw financial and manpower planning to align operations with targets while ensuring cost efficiency.
• Maintained strict adherence to budgetary goals while improving operational execution and service delivery.