Balaganesh Moorthi
Product Management | MBA, Inter CA
Mumbai,Maharashtra
Summary
Professional Summary: Experienced Product Manager with a strong background in business analysis and product management within the FinTech sector. Proven track record of driving product innovation and efficiency through advanced data integration, automation, and analytics. Expertise in financial services technology, regulatory compliance, and risk management. Adept at leading cross-functional teams, enhancing customer onboarding processes, and developing comprehensive solutions for complex financial challenges.
Overview
11
11
years of professional experience
Work History
Product Manager
Perfios Software Solutions Private Limited
04.2024 - Current
- Spearheaded API adoption initiatives, driving substantial revenue growth through enhanced integration capabilities and customer engagement.
- Conducted in-depth analysis of user feedback to identify pain points and optimize product offerings, leading to improved functionality and user experience.
- Led data-driven projects to enhance database utilization, creating new features that boosted customer satisfaction.
- Defined and communicated product improvements, coordinating with stakeholders to align product roadmaps with business goals.
- Developed and maintained metrics and dashboards to monitor product performance and partner success, facilitating continuous improvement.
Associate Product Manager
Perfios Software Solutions Private Limited
03.2022 - 03.2024
- Translated business needs into actionable development plans, ensuring clarity and alignment with business objectives.
- Oversaw product development, emphasizing agile methodologies and clear communication of business cases.
- Established and maintained metrics and dashboards for monitoring partner success and product performance, facilitating continuous improvement and optimization.
- Defined and communicated product improvements, focusing on revenue and customer growth.
- Coordinated with internal and external stakeholders to outline product roadmap and functional requirements.
Business Analyst
Karza Technologies Private Limited
11.2018 - 03.2022
- Developed and managed APIs for financial reporting, statutory compliance, and operational changes like fundraising, mergers, acquisitions, and loans.
- Facilitated seamless API integration for clients, improving customer satisfaction and operational efficiency.
- Prepared detailed product documentation for stakeholders, enhancing communication and understanding of product offerings.
- Established as Subject Matter Expert in Company Financials, GST Return filings, and basic ITR filings, contributing to organization's knowledge base.
- Collaborated with cross-functional teams to enhance product offerings and optimize current processes, driving continuous improvement.
- Leveraged analytical and creative problem-solving skills to support organizational growth and innovation.
Senior Legal Analyst
KPS Corporate Consultants Private Limited
07.2014 - 10.2018
- Guided clients through process of registering various business entities, including Companies, Partnership Firms, etc and provided consultancy on pertinent licenses based on business activities and state jurisdictions.
- Managed and executed monthly and annual compliance tasks, ensuring timely payment and filing of Goods and Services Tax (GST) and Tax Deducted at Source (TDS).
- Oversaw filing of Income Tax Returns and Annual Returns with Registrar of Companies (ROC), ensuring clients met all statutory deadlines and requirements.
Rating Associate
SMERA Ratings Limited
06.2013 - 07.2014
- Maintained high-quality standards for rating committee presentations, ensuring clear and concise communication of findings and recommendations.
- Worked across diverse range of industries including textiles, pharmaceuticals, steel, IT services, education, and civil construction, demonstrating versatility and adaptability.
- Prioritized and managed tasks effectively to meet targets promptly, ensuring timely completion of rating assignments and contributing to department's objectives.
Education
PGDM in Finance - Hybrid -
We School (Welingkar Education)
Integrated Professional Competence Course (IPCC- CA Inter) - undefined
Institute of Chartered Accountants of India (ICAI)
Bachelor of Commerce (B.Com) - undefined
SIES College of Commerce & Economics (Mumbai University)
Skills
- Advanced proficiency in MS Excel, MS Word, and MS PowerPoint
- Agile project management and process optimization
- Strong communication and collaboration skills, with a history of successful stakeholder engagement
- Proven ability to lead product development and strategic planning initiatives
- Advanced proficiency in MS Excel, MS Word, and MS PowerPoint
Accomplishments
Led the integration of MCA and GST data using AI and human expertise, streamlining due diligence and entity screening processes. Created a system to map and track Related Parties , enhancing compliance with RBI regulations. Automated the extraction of MCA Financial data from non-editable formats, enabling seamless integration into systems. Developed a comprehensive GST transaction report that consolidates filings for insights into financial health and compliance. Improved corporate data access by automating MCA document downloads and built an internal Lead Generation System by consolidating business registration data. Spearheaded the development of a "One-Click" Customer Onboarding Process , significantly reducing TAT and increasing conversion rates. Streamlined the Lending Journey for banks by integrating financial and compliance data, accelerating application processing.
Timeline
Product Manager
Perfios Software Solutions Private Limited
04.2024 - Current
Associate Product Manager
Perfios Software Solutions Private Limited
03.2022 - 03.2024
Business Analyst
Karza Technologies Private Limited
11.2018 - 03.2022
Senior Legal Analyst
KPS Corporate Consultants Private Limited
07.2014 - 10.2018
Rating Associate
SMERA Ratings Limited
06.2013 - 07.2014
PGDM in Finance - Hybrid -
We School (Welingkar Education)
Integrated Professional Competence Course (IPCC- CA Inter) - undefined
Institute of Chartered Accountants of India (ICAI)
Bachelor of Commerce (B.Com) - undefined
SIES College of Commerce & Economics (Mumbai University)
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