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Abhishek Aggarwal

GTM Strategy & Analytics | FinTech | Payments & Credit | Program Management | IIFT MBA I DTU

Delhi

5+ years of work experience

Freelance
Nov 202510 mosPresent

Remote

Education Lending Market | Funnel Optimisation | Process Automation | GTM & AI Expert | Payments | KYC Onboarding (Institutional & Retail) I IT Strategy
Credila Financial Services Limited
Jul 20241 y 4 moNov 2025

Delhi, India

I successfully led initiatives that transformed Sales Strategy and Operational efficiency. • Executed a nationwide acquisition strategy, resulting in a 15% improvement in lead targeting efficiency. • Built comprehensive performance dashboards that empowered zonal leadership and reduced inactive leads by 12%. • Partnered with Finance, Tech, and Ops to align growth initiatives with P&L, enhancing profitability in priority segments. •Led evaluation & onboarding of sales incentive automation vendor for ₹4,000 Cr+ loan portfolio, Reduced Payout processing time by 83%
Paytm Payments Bank
Jul 20235 moDec 2023

Noida

•Business Strategy: Created Issues disposition & product improvements matrix for VKYC funnel drops & incorporated them into product roadmap • Owned end-to-end merchant and user onboarding funnels, partnering with Product, Compliance, Growth, and Engineering teams • Scaled retail onboarding partnerships and optimized VKYC execution, growing completions to all-time high of 81K/month (+26% MoM) • Introduced GenAI/ML-based process improvements in KYC workflows, reducing turnaround time by ~30% and generating ₹15M in annual savings • Automated weekly funnel health metrics and regional performance insights for senior leadership to inform GTM and policy decisions • Acted as a bridge between compliance, product, and frontline execution teams, enabling regulatory-safe scaling of payments products
Citi
Jul 20221 yrJun 2023

• Project Management: End-to-end management of KYC workstreams of Institutional Clients for Regulatory Reporting • Stakeholder management: Responsible for coordination with multiple teams namely Data & Metrics, Compliance, Risk & Control to manage seamless delivery of Quarterly and Ad-hoc reporting requests along with training the KYC Ops team • Process improvement: Owned process SOPs and workflows to bridge gaps in Regulatory Reporting to reduce bottlenecks • Streamlined process for creating KYC Monthly Newsletter Report depicting performance metrics for New-to-Bank clients
PwC
Jul 20171 y 6 moJan 2019

Gurugram

• Deployed GST technology compliance solutions for 7 enterprise clients — managed commercial and technical stakeholder relationships across Finance, IT & Regulatory functions through a major regulatory transition • Designed database models to automate business workflows, improving reporting scalability and reducing manual intervention across Tax, Tech & Finance teams

Abhishek’s AI Stack

anthropic apis
anthropic apis
claude
claude
gemini
gemini
claudecode
claudecode

Education

Indian Institute of Foreign Trade

Master of Business Administration, Finance, General

Indian Institute of Foreign Trade

20202 yrs2022
Delhi College of Engineering

Bachelor of Technology (BTech), Maths and Computing engineering

Delhi College of Engineering

20134 yrs2017

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Headline

GTM Strategy & Analytics | FinTech | Payments & Credit | Program Management | IIFT MBA I DTU

About

Interest in Strategic Finance, Analytics, Strategy, Financial Operations & Business Consulting domain. An MBA in International Business at Indian Institute of Foreign Trade with Majors in Finance. A diligent professional with a diverse work experience in Fintech, Banking & Technology Consulting domain with the likes of Paytm, Citibank & PwC where the main focus areas were Business Product Management, Digital Operations, Project Management, Product Deployment, Client Servicing and Database Development. I had previously completed my Bachelor's in Technology in Mathematics and Computing Engineering from Delhi Technological University(Formerly DCE). An adaptive, perceptive and a quick learner with an aptitude for Problem solving, Cross-functional Stakeholder Management, Finance, Data analysis and Client centricity

Location

Delhi

AI stack

anthropic apis

claude

gemini

claudecode

Work experience

Freelance Consultant at Freelance, Nov 2025 - Present · 10 mos, Remote, Education Lending Market | Funnel Optimisation | Process Automation | GTM & AI Expert | Payments | KYC Onboarding (Institutional & Retail) I IT Strategy

Strategy & Operations Manager at Credila Financial Services Limited, Jul 2024 - Nov 2025 · 1 y 4 mo, Delhi, India, I successfully led initiatives that transformed Sales Strategy and Operational efficiency. • Executed a nationwide acquisition strategy, resulting in a 15% improvement in lead targeting efficiency. • Built comprehensive performance dashboards that empowered zonal leadership and reduced inactive leads by 12%. • Partnered with Finance, Tech, and Ops to align growth initiatives with P&L, enhancing profitability in priority segments. •Led evaluation & onboarding of sales incentive automation vendor for ₹4,000 Cr+ loan portfolio, Reduced Payout processing time by 83%

Strategy & Operations Manager at Paytm Payments Bank, Jul 2023 - Dec 2023 · 5 mo, Noida, •Business Strategy: Created Issues disposition & product improvements matrix for VKYC funnel drops & incorporated them into product roadmap • Owned end-to-end merchant and user onboarding funnels, partnering with Product, Compliance, Growth, and Engineering teams • Scaled retail onboarding partnerships and optimized VKYC execution, growing completions to all-time high of 81K/month (+26% MoM) • Introduced GenAI/ML-based process improvements in KYC workflows, reducing turnaround time by ~30% and generating ₹15M in annual savings • Automated weekly funnel health metrics and regional performance insights for senior leadership to inform GTM and policy decisions • Acted as a bridge between compliance, product, and frontline execution teams, enabling regulatory-safe scaling of payments products

Management Analyst at Citi, Jul 2022 - Jun 2023 · 1 yr, • Project Management: End-to-end management of KYC workstreams of Institutional Clients for Regulatory Reporting • Stakeholder management: Responsible for coordination with multiple teams namely Data & Metrics, Compliance, Risk & Control to manage seamless delivery of Quarterly and Ad-hoc reporting requests along with training the KYC Ops team • Process improvement: Owned process SOPs and workflows to bridge gaps in Regulatory Reporting to reduce bottlenecks • Streamlined process for creating KYC Monthly Newsletter Report depicting performance metrics for New-to-Bank clients

Associate Consultant at PwC, Jul 2017 - Jan 2019 · 1 y 6 mo, Gurugram, • Deployed GST technology compliance solutions for 7 enterprise clients — managed commercial and technical stakeholder relationships across Finance, IT & Regulatory functions through a major regulatory transition • Designed database models to automate business workflows, improving reporting scalability and reducing manual intervention across Tax, Tech & Finance teams

Education

Master of Business Administration, Finance, General, Indian Institute of Foreign Trade

Bachelor of Technology (BTech), Maths and Computing engineering, Delhi College of Engineering

Abhishek Aggarwal - Freelance Consultant in Delhi | Tal