Shubham Sarwalia

Roles & Responsiblities:

• Own product vision, roadmap, and backlog across lead sourcing, partner management, digital onboarding, and sales ops.
• Lead product discovery, funnel analysis, user research, and market benchmarking to drive prioritization.
• Defined MVPs, KPIs, and authored BRDs/FRDs; led Agile delivery across cross-functional tech, ops, and business teams.
• Designed and scaled lead acquisition and partner platforms processing 5L+ annual leads via 1,800+ channel partners.
• Integrated systems across marketing, CRM, and contact center for a unified and conversion-optimized customer journey.

Achievements:

• Launched and scaled LMS, LOS & lead systems pan-India, replacing legacy infra and enabling digital disbursal.
• Reduced customer onboarding TAT and first call response from 24+ hrs to under 5 mins through process automation.
• Contributed to 20% CAGR in new acquisition post-platform rollout by improving funnel efficiency and lead quality.
• Built modular landing page system for partner campaigns (with UTM tracking) to enhance attribution and speed to market.
• Piloted GenAI tools like OCR-led smart onboarding and AI-driven fraud detection to further automate loan processing.

Roles & Responsibilities:

• Headed India product engagement for High Income & Alternatives trading platform, owning 2 flagship products supporting 20+ portfolio managers and 7 traders handling $120B+ in assets.
• Translated key business and trading needs into actionable feature sets; partnered with Equity, Fixed Income, and Compliance teams to ensure seamless data integration.
• Led sprint planning, backlog grooming, reviews, and demos, ensuring effective alignment with user requirements and timely delivery.

Achievements:

• Conceptualized and delivered AlphaBet, a web-based portfolio construction tool enhancing market data access, fund summaries, and order workflows for PMs.
• Reduced Fixed Income order routing and trading execution times substantially, streamlining critical platform operations.
• Automated broker confirmation through CTM integration, saving ~12 hours of manual work daily.
• Developed the HI Trading Transaction Monitor and interactive Tableau dashboards, empowering traders with real-time insights and advanced analytics.
• Awarded with Customer Obsessed badge for exceptional partner engagement and delivery of user-centric solutions.

• Research project: Conducted research on psychological biases in portfolio management; awarded Pre-Placement Offer for outstanding analytical and strategic insights.

• Built and deployed enterprise software for banking, logistics, and telecom clients.
• Automated key operational workflows and enhanced data integration for global projects.