Headline

Product Specialist @ICICI Securities

About

Growth-oriented sales and business development professional with 2+ years of experience in financial services, customer acquisition, relationship management, and revenue growth. Having worked with one of India's leading brokerage firms, I have helped clients navigate investment products, identify opportunities, and make informed financial decisions while consistently driving business objectives. My expertise lies in sales strategy, client engagement, partnerships, lead generation, customer retention, and revenue expansion. I enjoy solving business problems, building strong stakeholder relationships, and creating scalable growth initiatives that deliver measurable results. I am particularly interested in opportunities across SaaS, fintech, partnerships, business development, growth marketing, and customer success, where I can combine analytical thinking with a customer-first approach to drive business impact. Always open to connecting with professionals, founders, and teams working on innovative products and growth challenges.

Location

Mumbai

AI stack

n8n

notion

openai

replit

Work experience

Product Specialist at ICICIdirect, Dec 2023 - Jan 2026 · 2 yrs 2 mos, Mumbai, -Supported key phases of product lifecycle including planning, rollout, and post-launch improvements for a high-traffic digital trading platform. -Worked closely with design, tech, compliance, and sales teams to coordinate feature rollouts and ensure smooth delivery within timelines. -Collected user and stakeholder feedback to help shape product priorities and enhance client experience. -Built and maintained basic KPI trackers to monitor platform usage, adoption, and RM performance; contributed to 18% growth in active users QoQ. -Created go-to-market training decks and assisted in onboarding 300+ internal users; helped achieve 65% feature adoption within 3 months. -Participated in UAT cycles, helped document bugs, and coordinated with tech to ensure timely fixes before live release. -Trained 300+ Relationship Managers and Bank Branch Heads as equity product expert; supported ₹100 Cr+ in client AUM.

Equity Specialist at ICICIdirect, May 2023 - Dec 2023 · 8 mos, Mumbai, Maharashtra, India, Served as a subject matter expert on equity and derivatives products, supporting frontline Relationship Managers and Bank Branch Heads across 50+ branches. Conducted 100+ training sessions on equity markets, technical analysis, product features, and regulatory updates, enhancing RM productivity and client conversion. Played a key role in client onboarding and portfolio structuring, contributing to the acquisition and management of over ₹100 Cr in equity AUM. Acted as the liaison between product, compliance, and sales teams to resolve client queries, assist in escalations, and improve product positioning. Delivered in-depth market insights, stock recommendations, and educational content to boost client engagement and increase product adoption.

Technical Analyst at Paterson Securities Pvt. Ltd, May 2022 - Aug 2022 · 4 mos, • Authored Equity Research reports (incl. Asian Paints deep-dive) and delivered target price forecasts using Corporate Valuation, Technical Analysis, and Derivatives models. • Deployed advanced options strategies and tracked 100+ live option chains in real-time to provide actionable market intelligence.

Business Analyst at Capital Riz, Jan 2021 - May 2021 · 5 mos, • Conducted technical analysis of equity markets to identify short- and long-term trading opportunities. • Rendered specialized FnO investment solutions to 50+ active traders, yielding a 20% increase in quarter-over-quarter advisory revenue.

Financial Analyst at Capital Riz, Oct 2020 - Dec 2020 · 3 mos, India

Education

Master of Business Administration - MBA, Finance and Financial Management Services, N. L. Dalmia Institute of Management Studies and Research

Bachelor's degree, Business Administration and Management, General, The Oxford College of Management, No.32, 19th Main Road, 17th B Cross, Sector-4, HSR Layout, Bangalore -560 102