Headline

Operations & Project Manager| Finance Consultant | Research & Analysis |Alternate Investments & Financial Products | Business Strategy & Growth | 8+ Years in Consulting, Sales & Operations

About

In today’s dynamic business landscape, success depends on strategic financial planning, operational efficiency, and data-driven decision-making. With 8+ years of experience across finance consulting, sales, operations, research & analysis, and business strategy, I specialise in helping businesses and individuals optimize growth, streamline operations, and maximize opportunities. Bridging Strategy, Sales & Operations: Whether in finance, investments, business development, or operations, the right approach turns challenges into opportunities. I bring a holistic perspective that combines consulting, execution, and optimization to drive results. 🔹 Consulting & Business Strategy – Aligning financial and operational goals with broader company objectives. 🔹 Financial Research & Analysis – Leveraging data to identify trends and drive growth. 🔹 Sales & Business Development – Structuring strategies to enhance revenue and market positioning. 🔹 Operations Management – Streamlining processes, improving efficiency, and driving profitability. 🔹 Investment & Alternative Financial Products – Identifying opportunities that balance risk and return. 🔹 Team Mentoring & Leadership – Guiding teams to enhance performance, develop skills, and drive organizational success. 📈 Beyond Numbers – A Holistic Approach I believe that business success isn’t just about numbers—it’s about creating sustainable and scalable systems. I work with organizations and individuals to: ✔️ Scale Sales & Revenue Growth – Designing strategies that drive conversions and retention. ✔️ Enhance Operational Efficiency – Identifying bottlenecks and implementing process improvements. ✔️ Develop Investment & Finance Strategies – Balancing risk, return, and long-term sustainability. ✔️ Leverage Data-Driven Insights – Turning analytics into actionable business decisions. My passion lies in solving complex business challenges, whether through financial insights, strategic sales planning, operational excellence, or investment advisory. My goal is to bridge finance, business growth, and operational efficiency to create long-term success. Whether you're looking for insights on finance, business growth, sales, operations, or investment strategies, I’d love to collaborate and exchange ideas!

Location

Greater Bengaluru Area

Work experience

Senior Operations Manager at MishMash Finserve, Feb 2025 - Mar 2026 · 1 yr 2 mos, Led end-to-end operations for HNI client servicing, focusing on building scalable systems, improving service delivery, and ensuring seamless execution of financial products. Specialized in bridging advisory, product, and operations to enhance client experience, accuracy, and operational efficiency. Key Responsibilities: ✔️ Designed and implemented SOP-driven frameworks, improving process consistency and reducing errors by 30% ✔️ Managed high-value client escalations, strengthening retention and overall client satisfaction ✔️ Evaluated financial products and alternative investments, ensuring suitability and due diligence ✔️ Streamlined operational workflows to enhance efficiency, compliance, and service quality ✔️ Monitored team performance, maintaining high standards of accuracy and delivery ✔️ Collaborated cross-functionally with advisory and product teams for seamless execution

Sr. Support Partner at MishMash Finserve, Feb 2024 - Jan 2025 · 1 yr, Led a team of Success Partners and interns, focusing on training, development, and process optimization. Specialized in alternative investment products, ensuring seamless client experiences and improved service efficiency. Key Responsibilities: ✔️ Managed and mentored a team, enhancing skill development and performance. ✔️ Specialized in alternative investment products, providing expert insights and guidance. ✔️ Streamlined processes to improve operational efficiency and client satisfaction. ✔️ Developed and delivered training programs to upskill team members. ✔️ Collaborated with financial product teams to enhance offerings and client engagement

Sucess Partner at MishMash Finserve, Feb 2023 - Jan 2024 · 1 yr, As a Success Partner, I played a key role in delivering personalized financial solutions and strengthening client relationships. My focus was on helping HNIs & NRIs navigate their financial journey with strategic planning and expert guidance. 🔹 Developed customized investment strategies, ensuring optimal wealth growth and risk management. 🔹 Analyzed client data to identify trends and opportunities for improving financial outcomes. 🔹 Delivered training sessions on financial tools and investment products, enhancing financial literacy. 🔹 Maintained comprehensive client documentation and reports to track investment performance. 🔹 Provided expert support to resolve complex financial queries and escalations. Through a client-centric approach, I contributed to building trust, optimizing investments, and enhancing financial awareness among our clients

Freelancer at Self-Employed, Jun 2021 - Jan 2023 · 1 yr 8 mos, Bengaluru, Karnataka, India, Worked as an independent consultant delivering operational excellence, training frameworks, and process optimization solutions across multiple client engagements. Focused on improving service quality, enhancing customer experience, and enabling scalable operational systems through structured analysis and execution. Key Responsibilities: ✔️ Conducted brand mystery audits to assess service quality, operational compliance, and customer experience across locations ✔️ Advised on project onboarding strategies, training frameworks, and operational rollout for new business initiatives ✔️ Designed and delivered training programs focused on service excellence, process adherence, and team capability development ✔️ Managed end-to-end event operations, including logistics planning, stakeholder coordination, and execution ✔️ Identified process gaps through structured analysis and recommended improvements to enhance efficiency and service standards ✔️ Collaborated with cross-functional stakeholders to align operational processes with business objectives

Vice President of Sales at Super Discount Private limited, Mar 2020 - Oct 2020 · 8 mos, Bengaluru, Karnataka, India

Business Development Head at makemyhall, Jun 2018 - Jan 2020 · 1 yr 8 mos, Bangalore

Business Development Manager at makemyhall, Sep 2017 - May 2018 · 9 mos, Bengaluru, Karnataka, India

Business Development Team Lead at makemyhall, Feb 2017 - Aug 2017 · 7 mos, Bengaluru, Karnataka, India

Education

Bachelor's degree, Computer Science, SJRC Arts, Science and Commerce College, Race Course Rd, Bangalore-09

Master of Business Administration - MBA, Finance, General, Bharathidasan University (BDU), Tiruchirappalli