Ekta Singh

Product Strategy and Roadmap Execution

• Drive product strategy by gathering client requirements and translating them into actionable product and business needs.
• Own the product roadmap, prioritizing features based on client impact, market trends, and business objectives.
• Manage high-value clients, aligning their needs with product development to deliver value-driven solutions.
• Collaborate with cross-functional teams to ensure seamless execution and delivery of product initiatives.
• Spearhead digital transformation efforts, enhancing platform capabilities and user experience.

Change Management and Implementation

• Lead organization-wide change initiatives, ensuring minimal disruption and stakeholder alignment.
• Managed the successful migration of 800+ API clients to a new API Gateway Portal within 4 months.
• Implemented process automation, reducing client onboarding time from 7 days to 1 working day.
• Running Scrum cycles, establish KPIs to track adoption, ensuring continuous implementation.

Stakeholder Collaboration

• Engage with Sales, Operations, and Digital teams to align product development with business goals.
• Act as a liaison between technical and non-technical teams to ensure clear communication and execution.
• Provide regular product updates to senior leadership, ensuring transparency and alignment.

Data-Driven Optimization

• Utilize analytics to identify trends, enhance product features, and improve user experience.
• Optimized B2B platform processes, boosting client engagement by 15% and daily transactions by 10%.
• Improved team collaboration by 40% and reduced process bottlenecks by 35%.

Leadership and Development

• Lead and mentor a team of product managers, driving innovation and accountability.
• Implemented upskilling programs, improving team efficiency and accelerating delivery by 15%.

• Managed over 30+ institutional clients with a portfolio of over $900 million. This involves making investment decisions, portfolio analysis, and ensuring that the investments align with the clients' goals and risk tolerance.
• Client Relationship Management: Acted as a service partner, collaborating with Relationship Managers (RMs), Product Sales, Operations, and other internal stakeholders to address client issues and identify opportunities for enhancing the overall service experience.
• Documentation Support: Provided quality support and advice to RMs in all lending units regarding documentation matters, including the origination of documentation for customers when necessary.
• Client Support: Offered service and advice to Corporate and Retail clients on pre-transactional inquiries, setup, training, and other investment-related issues to enhance their experience
• Client Onboarding and Compliance: Ensured regulatory compliance by creating Customer Due Diligence (CDD) for new clients and reviewing CDD for existing clients, including activities related to FATCA and CRS compliance 5.Portfolio Analysis: Reviewed client investments and conducted portfolio analysis on a daily/weekly basis, generating reports on debt markets to inform investment decisions.
• Product Lifecycle Management: Owned and managed product lifecycles, including gathering requirements, projecting roadmaps, tracking development, testing, documentation, and planning product launches
• Cross-Functional Collaboration: Collaborated with cross-functional teams, including Business, Marketing, Technology, and other stakeholders, to develop requirements and prioritize projects effectively
• Project Leadership: Led a project to build an integrated platform for investors, enabling them to transact, manage portfolios, and access research reports, which can significantly enhance client engagement and satisfaction

• Responsible for providing operational support to institutional clients for investments in mutual funds.
• Review client investments and do a portfolio analysis on a daily or weekly basis.
  Making various other debt markets reports
• Manages around 25 institutional clients having portfolio of around 90 Crores +.
• Giving end to end services to client from documents to advisory and accounting.
• Coordinating with various AMC to get the investment done for the client.
• Working on the brokerage reports. Calculation of brokerages.
• Working on various debt analysis reports for e.g. credit reports that tells the credit quality of the portfolio etc.
  Proficiency in Bloomberg.

• Coordinated and conducted distributor / direct client
  presentations
• Handling corporate clients for foreign exchange business
• Servicing existing clients for requirement of foreign currency
  and addition of new corporate.

• Key account client servicing and acquisition of new clients
  both retail and Key
• Handling of distributor and preparing monthly stock closing
  statement.

• Handling large public sector banks and private banks for sale of Mutual Funds
• Handling operations for team of 7 which includes
  operations for distribution process- purchase, redemption,
• SIP/SWP/STP, switch & NFO
• Preparing of MIS reports of monthly sales and redemption