Spearheaded the tech infrastructure development from scratch for a category-1 Alternate Investment Fund (AIF) at an Angel Investing Firm
Tools and Technologies: MySQL, Python, Figma, Google Analytics, JIRA, Postman, Salesforce, Tableau, PowerBI, Agile Methodologies
Product Management
• AIF: Designed and built a tech ecosystem for the fund, enabling smooth daily operation while overcoming legal and technical challenges
◦ Conducted interviews with 30 users, identified 4 user personas, and crafted a product roadmap with 8 features for the next 4 months
◦ Designed PRDs and 7 wireframes; Prioritised features through A/B testing and RICE; Curated 30+ guidelines and SOPs with 200+ FAQs
◦ Reduced investor onboarding TAT from 13 to 3 days by automating AIF tech infrastructure via CRM integration and a streamlined app
◦ Developed an in-house unit statement generator, ensuring on-time releases compared to a 30-day delay with third-party vendors
◦ Led API integration for virtual bank accounts with ICICI Bank, serving 1500+ investors and reducing daily labour costs by 4 hours via CRM
◦ Integrated CKYC and OKYC APIs for rapid KYC, enabling document-free processing and achieving detail retrieval in 60 seconds via CRM
◦ Conceptualized & executed strategies for feature placement & intuitive UI design on the app, resulting in a 15% boost in user activation
◦ Developed features like tax reports, portfolio summaries in Excel, and FATCA filing via the app, increasing user retention by 50%
• Designed and optimised app architecture that enhanced user experience, reducing bounce rate by 30% and scaling to handle 5x traffic
• Built an ML model for the investment and sales teams; Identified potential investors and predicted deal amounts using 18+ factors
Product Growth & Analytics
• Revamped product design through RCA in the user journey, leading to an increase in average App session time from 7 to 11.4 minutes
◦ Identified problems like videos not playing & difficulty recognising active startups through user interviews, feedback, & drop rate analysis
• Implemented strategies for app promotion and personalised nudges, resulting in a ~250% user growth over 2 years, reaching 40K+ users
• Increased partner count from 4 to 30+ in 4 months by initiating a B2B web app project to expand the partnership network and revenue
◦ Defined user stories, scoped features, UI/UX, and plan sprints, enabling a B2B portal with white labelling capabilities for partners
• Conducted CRM workshops for 250+ cross-functional team members across India, reducing support tickets by nearly 50% monthly
• Created a roles and access system with a hierarchical model, enhancing data security by limiting employee access across the company
• Streamlined employee onboarding by integrating Zoho and CRM, reducing onboarding time by 50% and salary disbursement by 48 hours
Stakeholder Management
• Onboarded partners like Dropbox, Digio, Zoho, and Karza by leading projects from MOU to deployment, bringing efficiency to the system
• Collaborated with CXOs on projects, including tech infrastructure restructuring, campaign positioning, web app launch, & offsite planning
• Led due diligence for startups in Drones, Sports, Gaming, and AI/ML, resulting in ₹20 cr investments and valuations from ₹20-80 cr
• Award: Earned fast-track promotion to Senior Associate in 11 months (vs. average 24 months) by achieving 98% on-time releases
- مجال الشركة:
- الخدمات المالية
