Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Priyanka Jain

Summary

Strategic leader with 7+ years of progressive experience driving enterprise transformation, business performance, and leadership effectiveness across financial services and product strategy roles. Proven ability to build scalable departments, architect cross-functional operating models, and deliver measurable impact on growth, cost optimization, and organizational agility. Adept at aligning leadership execution with strategic goals through structured frameworks, data-driven insights, and stakeholder collaboration — including close partnership with C-suite executives to influence enterprise-wide decisions.

Passionate about building and leading enterprise strategy functions that drive business transformation, align leadership performance with long-term value creation, and foster organizational agility. Seeking leadership roles to design data-backed frameworks, optimize executive decision-making, and cultivate high-performing teams focused on execution excellence and strategic growth.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Vice President-Strategy & Enterprise Transformatio

TresVista Financial Services
01.2023 - 07.2025
  • Founded and led the enterprise strategy function to align leadership accountability with business outcomes, contributing to ~200 bps growth in firm equity value.
  • Designed and implemented performance measurement frameworks for 30+ senior leaders, linking KPIs to business impact and enabling data-informed hiring and development decisions.
  • Flagship Initiatives:
  • Project Management Transformation (Descrial Innovation): Led a 1.5-year firmwide project to standardize project planning and execution, launching a product in June 2025 expected to improve delivery timelines by 20–25%.
  • SVP & Executive Leadership Performance Reviews: Designed and implemented structured review mechanisms for senior leaders, fostering accountability and supporting succession planning.
  • Sales Contract Lifecycle Mapping & Optimization: Mapped and optimized the sales contract process, reducing cycle time by 15–20% and enhancing CRM integration.
  • New Roles Creation Framework: Developed standardized SOPs for role creation, enabling scalable, cost-aligned talent acquisition across departments.
  • Employee Lifecycle Data Lake: Architected cross-departmental data infrastructure to support predictive workforce analytics and strategic planning.
  • Mentored Analysts, Associates, and senior team members, strengthening leadership pipelines and fostering a high-performance culture.

Senior Associate-Client Development

TresVista Financial Services
11.2019 - 12.2022
  • Co-founded Client Development team, developing scalable client engagement models and growth frameworks across 20+ key accounts.
  • Mentored Analysts and Associates, doubling team size while maintaining delivery quality during rapid portfolio growth.
  • Key Projects:
  • Client Budgeting Model: Developed a growth potential framework guiding SVPs in setting retention, sales, and travel-related targets, improving forecasting accuracy by 15%.
  • SVP Performance Audit Tool: Created a dashboard integrating quantitative and qualitative metrics to measure leadership effectiveness, driving accountability.
  • Client Health Model: Designed tools to assess client relationships proactively, reducing churn rates by 10–12%.
  • Talent Enablement Program: Led hiring, training, and mentoring initiatives to strengthen delivery capabilities amidst expanding project scope.

Sales Growth Initiatives: Contributed to strategies that resulted in ~450 bps year-over-year sales increase, reflecting significant business ROI.

Product, Strategy & Business Analysis

L&T Financial Services
05.2018 - 08.2019
  • Redesigned collections architecture and incentive schemes to reduce GNPA through root cause analysis and preventive measures.
  • Developed dealer categorization model to optimize funding and risk allocation, based on annual volume and portfolio quality.
  • Led FY20 budgeting process across multiple financial KPIs to support executive-level decision-making.
  • Launched new product line contributing to 300 bps market share growth within six months.
  • Designed sales and collection incentive programs that boosted team morale and performance.
  • Established weekly KPI monitoring for sales and collections, smoothing month-end closings and improving target achievement.
  • Created dashboards for MD and CEO quarterly reviews, increasing transparency and operational accountability.
  • Defined portfolio governance frameworks enabling early defect detection and risk mitigation.

Advisory & Relationship Management Intern

Phillip Capital India Pvt. Ltd.
04.2017 - 06.2017
  • Completed a summer internship as part of MBA curriculum, gaining hands-on experience in investment advisory and relationship management.
  • Developed strong understanding of financial products and contributed to enhancing both existing and new client relationships.
  • Assisted in client communications to assess risk appetite and investment needs; advised on appropriate investment mix using buy-side and sell-side research inputs.

Assistant Manager

Siddharth Distributors
09.2012 - 04.2015
  • Managed sales and operations for a family-owned trading business in chemicals, scientific goods, and lab instruments.
  • Conducted market research and client visits across government institutions, hospitals, and factories to gather requirements and assess competitors.
  • Streamlined empanelment and delivery by hiring and training a dedicated team, improving fulfillment efficiency.
  • Led pricing and contract efforts by preparing tenders, quotations, and annual rate contracts, expanding institutional client base.
  • Developed and executed semi-annual and annual sales plans focused on new client acquisition and deeper reach, driving steady revenue growth.
  • Oversaw financial and manpower planning to align operations with targets while ensuring cost efficiency.
  • Maintained strict adherence to budgetary goals while improving operational execution and service delivery.

Education

MBA - Finance

Symbiosis International University
Pune
03-2018

Bachelor of Technology - Computer Science

Uttaranchal Institute of Technology
Dehradun
05-2012

Skills

    Core Competencies: Business & Enterprise Strategy, Strategic Planning & Performance Frameworks, Operating Model Design, Executive Performance Reviews, Project & Program Management, Data-Driven Decision Making, Leadership Development & Succession Planning, Client Retention & Growth Strategy, Cross-Functional Team Leadership, Organizational Change Management

    Technical Tools: Power BI, Tableau, MS Visio, Advanced Excel, PowerPoint, Python (basic), Project Management Tools (Mondaycom, Asana)

Certification

· Awarded with a certificate by Credit Suisse for participating in Holt Valuation Challenge

· Bloomberg Market Concepts (BMC) by Bloomberg

· Lean Six Sigma Green Belt by KPMG

· Fundamentals of Modelling by University of Pennsylvania (Coursera)

Timeline

Vice President-Strategy & Enterprise Transformatio

TresVista Financial Services
01.2023 - 07.2025

Senior Associate-Client Development

TresVista Financial Services
11.2019 - 12.2022

Product, Strategy & Business Analysis

L&T Financial Services
05.2018 - 08.2019

Advisory & Relationship Management Intern

Phillip Capital India Pvt. Ltd.
04.2017 - 06.2017

Assistant Manager

Siddharth Distributors
09.2012 - 04.2015

MBA - Finance

Symbiosis International University

Bachelor of Technology - Computer Science

Uttaranchal Institute of Technology
Priyanka Jain