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Pulkit Singhal

Product || PreSales || Consulting || Solution Enthusiast

Bangalore Urban

10+ years of work experience

Knight FinTech
Oct 20232 yrs 11 mosPresent

Digital Lending | Supply Chain Finance | Corporate Treasury | Co-lending | Transaction Banking • Leading new product development for Supply Chain Finance to be offered to banks and NBFCs • Leading development for Digital Lending platform for LOS, LMS, KYC/AML and Business Rules Engine and enhancing existing product functionality to offer enhanced customer experience • Collaborating with the Sales team to solution new products and create roadmap features based on client requirements • Handling pre-sales activities to pitch product capabilities and responding to RFI/RFPs
actyv.ai®
Oct 20221 yrSep 2023

Bangalore Urban, Karnataka, India

Handling Pre-sales and customer success for India and global growth markets • Leading end-to-end client interactions, identifying prospects, and ensuring customer success; achieved increase in customer satisfaction and thereby reduced churn significantly • Collaborated with the Product team to solution new products and create roadmap features based on client interactions; successfully helped launch four new products resulting in increase in average deal size • Co-creating channel finance and invoice discounting products to suit client requirement • Conceptualized digital lending platform for new-age NBFCs • Working with Sales and Marketing to prepare GTM strategy and ensure customer engagement • Managing partner ecosystem to drive product collaborations
EdgeVerve
Jul 20211 yr 3 mosSep 2022

Handling Pre-sales activities for Cash Management and Core Banking products for European region • Managing opportunities for Europe and offering various products under Finacle suite, a Universal Banking Solution • Responding to RFPs and RFIs for Finacle suite. Concentrating more on the Cash Management solutions like LMS, VAM and other enterprise solutions under core banking platform • Responsible for client demonstrations and working out with development team to cater to new client requirements • Subject matter expert in Liquidity Management solution and contributing to product development and preparing product roadmap • Participating in partner led activities and conducting sessions to walkthrough product capabilities • Engaging with existing clients for any cross-sell and up-sell opportunities
Intellect Design Arena Ltd
Apr 20165 yrs 3 mosJun 2021

Mumbai Area, India

• Responsible for Pre-sales activities for Liquidity Management Solution in advanced markets • Responding to proposals (RFPs/RFIs) for functional scope and fitment of the product • Preparing for Proof-of-Concept (PoC) to demonstrate product capabilities • Conducting product walkthrough to prospective clients and take forward client discussions with internal stakeholders • Tracking of sales funnel and working with the Sales to prepare strategy for new opportunities • Analysing current implementations to create up-sell and cross-sell opportunities • Carry out market research and prepare client pitches to develop new opportunities • Study competitor landscape and target their current implementations to create new business opportunities • Collaborating with the Marketing to prepare client pitches and collaterals for prospective clients • Creating User stories / User Journeys for functional scoping and charting out roadmap items • Understanding regulatory compliance and incorporating features to suit geographic requirements • Solutioning of product functionality based on market requirement for Liquidity management products • Working with multiple cross-functional teams to seamlessly integrate product offerings
JLL India
Apr 20153 mosJun 2015

Mumbai Area, India

Corporate Finance - Capital Markets Project Title: Debt deal analysis in Real Estate sector financed by NBFCs •Getting insights of debt financing via Non-convertible debenture (NCD) in real estate sector •Finding areas of interest for NBFCs that are actively investing in real estate sector through Debt market •Ascertain details of Commercial Real Estate exposure of NBFCs •Getting details of credit ratings for NCDs issued by real estate developers

Education

Xavier Institute of Management(XIM Bhubaneswar)

Master of Business Administration (M.B.A.), Finance and Operations

Xavier Institute of Management(XIM Bhubaneswar)

Bachelor of Engineering (B.E.), Civil Engineering

Bhilai Institute of Technology, Durg

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Headline

Product || PreSales || Consulting || Solution Enthusiast

About

Experienced Product and Presales professional with a demonstrated history of working in the Corporate Banking domain, Lending, supply chain finance and B2B enterprise SaaS platform. Skilled in Strategy Management, Market Research and Product development. Chairman' Excellence Award (Aug 2020) - Part of the team that led a Digital Transformation deal for a very large Global Tier-1 European bank's transaction banking system. UK-US Sales Collaboration Award (Sep2020) - Anchored Pre-Sales to win a large deal for one of the largest and oldest US bank based out of New York. Strong business acumen with Masters in Finance and Operations from Xavier Institute of Management.

Location

Bangalore Urban

Work experience

AVP Product at Knight FinTech, Oct 2023 - Present · 2 yrs 11 mos, Digital Lending | Supply Chain Finance | Corporate Treasury | Co-lending | Transaction Banking • Leading new product development for Supply Chain Finance to be offered to banks and NBFCs • Leading development for Digital Lending platform for LOS, LMS, KYC/AML and Business Rules Engine and enhancing existing product functionality to offer enhanced customer experience • Collaborating with the Sales team to solution new products and create roadmap features based on client requirements • Handling pre-sales activities to pitch product capabilities and responding to RFI/RFPs

Presales Manager at actyv.ai®, Oct 2022 - Sep 2023 · 1 yr, Bangalore Urban, Karnataka, India, Handling Pre-sales and customer success for India and global growth markets • Leading end-to-end client interactions, identifying prospects, and ensuring customer success; achieved increase in customer satisfaction and thereby reduced churn significantly • Collaborated with the Product team to solution new products and create roadmap features based on client interactions; successfully helped launch four new products resulting in increase in average deal size • Co-creating channel finance and invoice discounting products to suit client requirement • Conceptualized digital lending platform for new-age NBFCs • Working with Sales and Marketing to prepare GTM strategy and ensure customer engagement • Managing partner ecosystem to drive product collaborations

Business Consultant at EdgeVerve, Jul 2021 - Sep 2022 · 1 yr 3 mos, Handling Pre-sales activities for Cash Management and Core Banking products for European region • Managing opportunities for Europe and offering various products under Finacle suite, a Universal Banking Solution • Responding to RFPs and RFIs for Finacle suite. Concentrating more on the Cash Management solutions like LMS, VAM and other enterprise solutions under core banking platform • Responsible for client demonstrations and working out with development team to cater to new client requirements • Subject matter expert in Liquidity Management solution and contributing to product development and preparing product roadmap • Participating in partner led activities and conducting sessions to walkthrough product capabilities • Engaging with existing clients for any cross-sell and up-sell opportunities

Product Management and Pre-sales at Intellect Design Arena Ltd, Apr 2016 - Jun 2021 · 5 yrs 3 mos, Mumbai Area, India, • Responsible for Pre-sales activities for Liquidity Management Solution in advanced markets • Responding to proposals (RFPs/RFIs) for functional scope and fitment of the product • Preparing for Proof-of-Concept (PoC) to demonstrate product capabilities • Conducting product walkthrough to prospective clients and take forward client discussions with internal stakeholders • Tracking of sales funnel and working with the Sales to prepare strategy for new opportunities • Analysing current implementations to create up-sell and cross-sell opportunities • Carry out market research and prepare client pitches to develop new opportunities • Study competitor landscape and target their current implementations to create new business opportunities • Collaborating with the Marketing to prepare client pitches and collaterals for prospective clients • Creating User stories / User Journeys for functional scoping and charting out roadmap items • Understanding regulatory compliance and incorporating features to suit geographic requirements • Solutioning of product functionality based on market requirement for Liquidity management products • Working with multiple cross-functional teams to seamlessly integrate product offerings

Management Intern at JLL India, Apr 2015 - Jun 2015 · 3 mos, Mumbai Area, India, Corporate Finance - Capital Markets Project Title: Debt deal analysis in Real Estate sector financed by NBFCs •Getting insights of debt financing via Non-convertible debenture (NCD) in real estate sector •Finding areas of interest for NBFCs that are actively investing in real estate sector through Debt market •Ascertain details of Commercial Real Estate exposure of NBFCs •Getting details of credit ratings for NCDs issued by real estate developers

Education

Master of Business Administration (M.B.A.), Finance and Operations, Xavier Institute of Management(XIM Bhubaneswar)

Bachelor of Engineering (B.E.), Civil Engineering, Bhilai Institute of Technology, Durg

Pulkit Singhal - AVP Product in Bangalore Urban | Tal