BHAVANA JAIN
Mumbai
Summary
Results-oriented Project & Product Manager with 3.5+ years of experience leading cross-functional teams and delivering high-impact initiatives across finance, banking, and insurance sectors. Proven track record in managing complex programs, digital transformation, stakeholder communication, and data-driven decision-making. Adept in Agile methodologies, risk control, team building, and strategic planning. MBA in Finance with a deep understanding of financial products and market dynamics.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Product Manager
Freelance Product Manager
01.2025 - 07.2025
- Directed two concurrent product development projects, using Agile practices.
- Conducted stakeholder interviews and implemented iterative feedback loops, improving user engagement metrics.
- Managed sprint planning, backlog grooming, and ensured timely feature delivery using JIRA.
- Aligned cross-functional teams (design, engineering, and marketing) toward product milestones.
- Aligned cross-functional teams (design, engineering, marketing) toward product milestones.
Product Manager - Farm Equipment Finance
L&T Finance
Mumbai
12.2023 - 09.2024
- Led strategic planning and project execution for development of customer-facing applications.
- Spearheaded full-cycle JIRA testing and collaborated with cross-functional teams to ensure product-market fit.
- Developed repayment calculators, funding grid tools, and integrated partner platforms (e.g., Tractor Junction), increasing lead conversion by 25%.
- Developed repayment calculators, funding grid tools, and integrated partner platforms (e.g., Tractor Junction), increasing lead conversion by 25%.
- Designed dashboards for ASM file pendency tracking, improving efficiency by 20%.
- Adhered to risk and control protocols in all project deliverables
Associate Manager
Bharti AXA Life Insurance
Mumbai
09.2022 - 11.2023
- Delivered strategic business plans, cohort analysis, and performance forecasting for executive leadership.
- Regularly presented sales performance, productivity, and persistency updates to the CDO.
- Collaborated with leadership on projects like distribution transformation, and cost optimization.
- Developed PowerPoint decks for CEO webinars and executive meetings.
- Developed PowerPoint decks for CEO webinars and executive meetings.
Assistant Manager - Micro Home Loans
Suryoday Bank
Mumbai
06.2021 - 08.2022
- Launched and scaled the Micro Housing Loan product; defined policies, processes, and SOPs.
- Automated Excel consolidation processes using Python, saving 30+ hours monthly.
- Collaborated with the sales, credit, policy, and operations teams to ensure project success.
- Contributed to business process optimization and digital lending implementation.
Intern
IIFL Securities
Mumbai
05.2020 - 07.2020
- Acquired the knowledge of the Stock Market and its functioning, Learnt the basics of Fundamental and Technical Analysis and worked with Financial Data.
- Applied the learning to analyse various companies on the stock market, found out which companies are over performing or under-performing.
- Pitched prospective clients about the benefits of investing and assisted them in matters pertaining to trade initiation, purchase of equity shares etc.
- Assisted clients in managing portfolio and increased their earnings depending on Investments.
- SIP Project - Equity Research analysis on Hindustan Unilever Ltd.
Live Project
Finlatics
Mumbai
05.2020 - 07.2020
- Conducted Equity research and analysis for companies.
- Managed Portfolio and did virtual stock trading.
Education
MBA -
Welingkar Institute of Management
01.2021
Electronics and Telecommunication Engineering -
Anuradha college of Engineering
01.2017
HSC -
Bharat Jr. College
01.2013
SSC -
St. Joseph's English high School
01.2011
Skills
- Project & Program Management (Agile, Scrum, Waterfall)
- Cross-Functional Team Leadership & Delegation
- Strategic Planning & Execution
- Data Analytics & Dashboarding (Excel, Power BI)
- Business forecasting and financial modeling
- Tools: JIRA, MS Office Suite, PowerPoint
Certification
- Fixed Income securities - NISM
- Common derivatives certification - NISM
- Research Analyst Certification - NISM
- MS EXCEL - Udemy
- Bloomberg market concept - Bloomberg
Accomplishments
- Played Badminton at State level
- Employee of the year in Suryoday Bank
Timeline
Product Manager
Freelance Product Manager
01.2025 - 07.2025
Product Manager - Farm Equipment Finance
L&T Finance
12.2023 - 09.2024
Associate Manager
Bharti AXA Life Insurance
09.2022 - 11.2023
Assistant Manager - Micro Home Loans
Suryoday Bank
06.2021 - 08.2022
Intern
IIFL Securities
05.2020 - 07.2020
Live Project
Finlatics
05.2020 - 07.2020
MBA -
Welingkar Institute of Management
Electronics and Telecommunication Engineering -
Anuradha college of Engineering
HSC -
Bharat Jr. College
SSC -
St. Joseph's English high School
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