Suneel Rao
Mumbai
Summary
Dynamic finance professional with a proven track record in the fintech space, scaling and managing SCF portfolio of over INR 150 crores and fostering strategic partnerships. Expert in financial acumen and analytical thinking, adept at stakeholder communications, and achieving growth through innovative solutions. Excelled in roles requiring problem-solving and solution selling, demonstrating significant achievements rather than daily tasks.
Overview
18
18
years of professional experience
Work History
Co-Founder - Sales & Strategic Alliances
AZA Fintech Solutions Pvt Ltd
Mumbai
05.2023 - Current
- Instrumental in scaling the SCF portfolio from scratch to over INR 100 crores by enabling businesses with solutions like invoice discounting/factoring, purchase bill discounting, overdraft facilities, vendor financing, revenue-based financing, etc.
- Onboarded over 50-60 clients across sectors such as logistics, healthcare, and manufacturing through a targeted sales and marketing strategy.
- Built and led strategic partnerships with banks, NBFCs, and debt advisory firms to drive growth and innovation.
- Recruited, trained, evaluated, coached, and mentored sales staff members as needed.
- Diversified revenue streams through strategic sales plans and lender collaborations, and introduced digital onboarding for seamless borrower experiences.
- Created and maintained corporate website, marketing materials etc.
AVP - Portfolio Operations
API Holding Pvt Ltd
Mumbai
03.2022 - 05.2023
- Successfully scaled up the flagship embedded BNPL program on Retailio to more than INR 35 Crores
- Managing relationships for BNPL across multiple lenders
- Facilitated portfolio performance review and implemented rebalancing strategies to minimize risk exposures
- Acquiring and managing banks, NBFCs & debt advisory firms for the company
- Work on several projects with the Product team to create/execute products and refine processes regularly
Portfolio Manager
Equentia Financial Services Pvt Ltd (CredAble)
Mumbai
11.2020 - 02.2022
- Establish relationships and engage at various levels (within the company & client) to identify and Up-sell or cross sell CredAble products and services direct to the strategic, complex, or tactically important named accounts
- Managing a portfolio of more than INR 100 Crores of Corporate (emerging corporate like Zetwerk, Bizongo etc.) maintaining a prudent book with no NPA) and assisting them with their Dealer/Vendor financing and dynamic discounting needs
- Provide day to day leadership and act as a team leader within the CX function
- Worked within a team environment to proactively design and implement an aggressive sales strategy, manage existing client relationships, and aggressively defend at- risk business internally
- Adhered to sales contract agreements and high-quality service delivery by coordinating with cross functional teams and leveraging productive and open client communications
Business Strategy Manager
Medicca Press Pvt. Ltd / Akar Ltd
Mumbai
12.2019 - 05.2020
- Conduct in-depth analysis and review of group's business & identify and evaluate new investments opportunities
- Gathered, documented, and modeled data to assess business trends for evaluation, and strategic business planning.
- Developed compelling responses to new business opportunities like In Vitro Diagnostics (IVD), Moulded Pulp, Board Games etc
General Manager
Seloi Healthcare Pvt. Ltd
Mumbai
06.2018 - 11.2019
- Oversaw and improved manufacturing process and deliveries worth over INR 2 Crores in 3 months through efficient coordination of daily operations
- Increased revenue streams by reducing costs, managing schedules and performing variance and risk analysis to implement corrective actions
- Organized budgets, oversaw P&L's and achieved margin targets consistently to stay on track with growth plans
- Managed budget implementations, employee reviews, training, schedules, vendor management and contract negotiations
- Acted as liaison to directors to keep them up to date by reporting monthly financials and other MIS highlighting key performance parameters to improve operational efficiencies
Financial Controller
Antfarm Business Incubator Pvt. Ltd
Mumbai
01.2014 - 10.2017
- Planned budgets, authorized expenditures, monitored accounting processes & compliances and coordinated financial reporting
- Prepared financial and business plans to help strategically direct business operations and strengthen controls
- Coordinated and directed timely preparation of financial forecasts, monthly reports and other MIS highlighting key performance parameters to improve operational efficiencies
- Oversaw accounts payable and receivable operations for their food delivery business with INR 2 Crores in monthly expenses and sales
Research Analyst
Sushil Finance & Arihant Capital Markets
Mumbai
06.2007 - 05.2014
- Analysing financial health of companies operating in Automobile and Pharmaceutical sector along with upcoming IPOs and prepare various mutual fund reports
- Build and update financial models, prepare earnings forecast, evaluate balance sheets and cash flows
- Created visualizations to present research data and findings to stakeholders
Education
Master of Business Administration - Finance
Atharva Institute of Management Studies
Mumbai07.2007
Bachelor of Management Studies - Finance
Mithibai College of Commerce And Economics
Mumbai, MH07.2005
Skills
- Financial acumen
- Analytical thinking
- Strategic partnerships
- Stakeholder relations & communications
- Solution selling
- Problem-solving
Languages
English
First Language
Hindi
Proficient (C2)
C2
Accomplishments
- Successfully started and scaled up the SCF portfolio in BeamAI to more than INR 50 crore
- Managed a cumulative portfolio of more than INR 150 Crores of Corporate (emerging corporate like Zetwerk, Bizongo etc.) maintaining a prudent book with no NPA during my previous stints
- Provided day to day leadership and acted as a team leader within the sales and operations departments
References
References available upon request.
Timeline
Co-Founder - Sales & Strategic Alliances
AZA Fintech Solutions Pvt Ltd
05.2023 - Current
AVP - Portfolio Operations
API Holding Pvt Ltd
03.2022 - 05.2023
Portfolio Manager
Equentia Financial Services Pvt Ltd (CredAble)
11.2020 - 02.2022
Business Strategy Manager
Medicca Press Pvt. Ltd / Akar Ltd
12.2019 - 05.2020
General Manager
Seloi Healthcare Pvt. Ltd
06.2018 - 11.2019
Financial Controller
Antfarm Business Incubator Pvt. Ltd
01.2014 - 10.2017
Research Analyst
Sushil Finance & Arihant Capital Markets
06.2007 - 05.2014
Master of Business Administration - Finance
Atharva Institute of Management Studies
Bachelor of Management Studies - Finance
Mithibai College of Commerce And Economics
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