Lokesh Malhotra

• Interacted with numerous clients across a variety of business types, spanning from large enterprises to small and medium-sized enterprises (SMEs), to gather requirements and establish a clear product vision and features.
• Took charge of the complete product life cycle, starting from the initial idea and requirements identification, progressing through development, testing, launch, ongoing maintenance, and user adoption.
• Collaborated closely with UX/UI Designers during the exploration and research phases to determine enhancements and refinements.
• Organized development sprints with the team, creating user stories, overseeing the backlog, and leading essential activities like refinement, planning, daily stand-ups, and retrospectives.
• Effectively conveyed the product's vision, roadmap, and release plans to various teams including Sales, Business, Customer Success, Marketing, and Leadership.
• Teamed up with the Marketing and Sales departments to establish and execute messaging, positioning, key benefits, and target customer strategies.
• Established and evaluated product metrics aimed at promoting the product's growth.

As Product Owner delivered below projects:

OPEN.MONEY:

An online platform that enables you to link multiple current accounts, facilitating the processing of payouts and receipt of funds from other enterprises. This can be achieved either by generating bills and invoices that adhere to tax regulations directly within the platform or by seamlessly importing them from accounting tools through integration.

• Banking Integration: Integrated 5+ top leading banks in India, processing $35 billion+ of transaction annually
• Financial Automation: Automated User Journey from Invoicing to Bank Reconciliation, increased 200% business efficiency
• Business Report: Instant, Accurate, Customizable 25+ business MIS reports
• Goods & Service Tax: e-Invoices, e-Way bills, GST Return filing & fetching to Challan Payments
• Tax Deducted at Source: Tax deduction, Accounting & instant TDS Payments
• Integration: Accounting tools integration with the platform such as Tally, Zoho books, Quickbooks, MS Dynamics etc
• Product Growth: Increased product adoption with an average of 40% month-on-month

OPENBOOK:

Neo banking app for MSME in India with more than 1.5 million downloads on Android & iOS platforms. India's first super app for MSME which focuses on Banking, Invoicing and Taxation.

• Productize & launch the current account opening flow at the time of onboarding with RBI-regulated banks
• Setup process with operations team to verify KYC and risk of the newly on-boarded merchant within 24 hrs
• Launch subscription plan which includes, Bank in Box concept (QR Stand, POS machine, Debit Card)

As a Software developer, resolving key market issues from backlog and customer support escalations to reduce support dependency and create customer delight.

Key Achievements:

• As part of focused team, delivered 1 major release (GST-ready product), 8 minor releases and 25 maintenance releases
• Gathering business requirements and interacting with end-users, designers, product and project managers, and key influencers to get better understanding of business processes and current challenges associated
• Worked on 500+ issues ended resolving 8000+ customer issues from market

As head of a change management and solutions business primarily targeted at small and medium enterprises, responsible for account management, customer relationship management, negotiations, project planning and execution.

Key Achievements:

• Generated service revenue of INR 1 Million within 2 years of establishment.
• Achieved more than 50 successful implementations across Manufacturing Units, Service Industries, and Trading Firms.
• Provided turn-key solutions to customers by understanding their organization's needs and rendering services like procuring infrastructure, networking, website designing, providing technical training etc.
• Ideated, owned & delivered more than 100 successful projects with unique personalized solutions for better MIS reports.
• Integrated DMS of almost every automobile industry with ERPs
• Helped customers shift their operations from Busy, Navision, SAP, and Oracle into Tally.ERP 9