Headline

Solutions Specialist | Helping Global Banks Digitize HNI Engagement & AI-Assisted Workflows | Digital Transformation | B2B SAAS |

About

I specialize in helping businesses from banks and mid-market enterprises to high-growth SMBs streamline client engagement, optimize workflows, and scale sustainably through digital transformation. With a strong foundation in Sales, Finance, and Research, I’ve engaged closely with C-suite leaders across the US, UK, Europe, and APAC to understand their goals, challenges, and digital maturity. Currently at Moxo, I work with top financial institutions including global leaders in Private and Premier banking to digitize their ‘Pitch to Transact’ workflows. From accelerating RM-assisted engagement to enabling secure, phygital client journeys, I focus on delivering measurable outcomes like reduced turnaround time, better client retention, and increased AUM growth. I work closely with teams to align technology with business goals ensuring every solution supports long-term growth. 📩 Open to meaningful conversations & collaborations!

Location

India

AI stack

claude

elevenlabs

gemini

grok

meta

notebooklm

Work experience

Enterprise Solutions Specialist at Moxo, Dec 2024 - Present · 1 yr 10 mos, Bengaluru, Karnataka, India

Senior Associate at Marquee Equity, Dec 2022 - Nov 2024 · 2 yrs, Remote

Associate Cluster Head at Iron Lady, Jun 2022 - Nov 2022 · 6 mos, Remote, Accelerating the growth of a team of 8-10 Relationship Managers by quality trainings, creating new processes in quality management, handling conflicts and empowering them as a People Manager to expand and maintain excellent customer relationships and deliver sales against agreed targets as per the strengths and capabilties of the team members. Work collaboratively with other colleagues and functions such as Operations, Delivery Team, and Strategy managers etc to ensure accurate and transparent sales forecasting across clusters. Taking full accountability of process and target adherence as well as team empowerment and management as a leader.

Senior Relationship Manager at Iron Lady, Apr 2021 - May 2022 · 1 yr 2 mos, Bangalore Urban, Karnataka, India, Working as a major part of the admissions team to build and maintain relationships with corporates and business leaders for strategic growth to fastrack their career by Observing the competition to implement the strategies of top leaders in order to stay ahead of the game. Demonstrating leadership, stone communication and interpersonal skills for analyzing and resolving problems in a timely manner.

Price Benchmarking Executive at Dunzo, Jan 2021 - Jun 2021 · 6 mos, Bangalore Urban, Karnataka, India, Managed pricing analysis to ensure the pricing of goods stays competitive in the market. Lead effective market research and made recommendations regarding pricing policies for Dunzo. Duly maintained a competitive pricing database to monitor changes in marketplace with respect to Mega as well as General trades in Bangalore as an auditor.

Artificial Intelligence Specialist at ZEN3, Jan 2021 - Jun 2021 · 6 mos, Bangalore Urban, Karnataka, India, Worked on improving Artificial Intelligence for Bing Maps. Explored crowd marketplaces like Canada (CA), India (IN), United States (US) and Australia (AU) improving the efficiency of data on the digital platform like address, hours of operation and URL for the top 100+ business entities all over the globe.

Education

Bachelor of Business Administration - BBA, Business Administration and Management, General, Jyoti Nivas College Autonomous Bangalore

Sacred Heart Convent School