Shreya Thatai
Gurgaon
Summary
Dynamic professional with a proven track record at GLG, excelling in client management and project execution. Achieved 165% of performance goals while leading high-impact projects across EMEA. Strong team leader skilled in workflow prioritization and CRM, fostering client relationships that drive repeat business and enhance stakeholder satisfaction.
Overview
10
10
years of professional experience
Work History
Manager - Client Solutions / PSF- EMEA
GLG
04.2022 - Current
- Leading end-to-end execution of client projects for top-tier consulting firms (Bain, BCG, McKinsey, Deloitte, PwC) across EMEA
- Exceeded performance targets by achieving up to 165% of goals
- Managing multiple client accounts simultaneously, ensuring high-quality delivery and stakeholder satisfaction
- Prioritized parallel high-priority projects to enhance turnaround time and delivery quality
- Mentoring and managing team members, strengthening team productivity and delivery quality
- Cultivated strong client relationships, leading to repeat business and sustained engagement
- Collaborated with stakeholders to drive research and execution of impact-driven projects
- Social Impact (Alongside role): GLG Social Impact Fellowship – Suvita (Jan 2024 - Dec 2025)
- Selected for a competitive fellowship to support public health-focused NGO initiatives
Team Lead
Better.com
Gurgaon
04.2020 - 04.2022
- Led a team of 9, allocating daily workloads and monitoring performance
- Processed 300+ loans monthly, enhancing overall team output
- Acted as SME, training new hires and improving team capability and output quality
- Achieved "Aces All Day" recognition for exceptional performance in closing operations.
- Reviewed investor documentation for Fannie Mae, Freddie Mac, and Chase to ensure compliance and accuracy
- Resolved operational and documentation issues across warehouses
Assistant Manager
HDFC Securities
09.2018 - 03.2019
- Managed daily operations of investment services for clients.
- Acquired clients and assisted customers with portfolios and financial requirements, managing various financial products including equity, derivatives, mutual funds, insurance, and loans.
- Developed and maintained client relationships through effective communication.
- Coordinated training programs for new team members on financial products.
Assistant Manager
Kotak Securities
07.2016 - 05.2017
- Exceeded brokerage targets 12 times through strategic client engagement, driving revenue growth
- Ranked Top 5 PAN India, earning recognition as Star Performer for exceptional performance
- Managed 100+ clients in cash and derivatives, enhancing client satisfaction and retention
Education
B.Com (Hons.) -
SGTB Khalsa College
Delhi01-2016
Intermediate (Commerce) -
Police DAV Public School
Jalandhar01-2013
Skills
- Client management
- Stakeholder Management
- Project Management
- Team Leadership
- Workflow Prioritization
- CRM
- Microsoft Excel
- Microsoft Teams
- Internal Tools
Accomplishments
- Promoted twice within 3 years at GLG (Senior Associate → Research Manager → Manager)
- Achieved 165% TPV target
- Ranked among Top 5 performers within the team
- Awarded 'Best Workflow Execution Saviours' (GLG - Senior Associate)
- Delivered projects for Tier 1 consulting clients globally
- Selected for GLG Social Impact Fellowship
Timeline
Manager - Client Solutions / PSF- EMEA
GLG
04.2022 - Current
Team Lead
Better.com
04.2020 - 04.2022
Assistant Manager
HDFC Securities
09.2018 - 03.2019
Assistant Manager
Kotak Securities
07.2016 - 05.2017
B.Com (Hons.) -
SGTB Khalsa College
Intermediate (Commerce) -
Police DAV Public School