Titiksha Jain
Mumbai
Summary
A Fintech expert specializing in managing financial software for Lending, Treasury and Stock Management. Experienced with all stages of financial analysis, Product Development, Quality Analysis and helping clients with all the queries and delivery of the product. Well-versed in Client handling, Providing best solutions, Credit analysis. Excels interfacing with team members at all the levels to meet and exceed organizational growth.
Overview
5
5
years of professional experience
Work History
Lead- Sales & Presales
Advaya Platform
10.2023 - Current
- Demonstrating the product specification and the features to the Indian and the US market Clients
- Responsible for managing a team of Lead Generation reps and reporting on KPIs on a daily basis.
- Generate qualified meetings with relevant stakeholders from the assigned list of ISV and HLS accounts or Industry campaigns.
- Responsible for organizing, creating, planning and delivering compelling proof of concept demonstration
- Understand customer needs and requirements, collaborating with sales to progress them through the sales cycle
- Ensuring Solution stated in the sow are best practise and in line with client requirements
- Liasing with the devlopment team for the product devlopment and specification according to the market requirement
- Helping the customer to provide an overall product overview and provides them the end to end detailed analysis of the product
- Excel at Agile project management, User acceptance, Testing, Scrum, SQL, Fintech, BRD
- Managing the product and the customer sucess team for the better client management and acquisition
- Oversee and monitor ticket management systems (JIRA/HubSpot/prrofhub/salesforce) to ensure timely and efficient resolution of client requests and issues
- Conduct regular team meetings to discuss ongoing challenges, share best practices, and provide guidance
- Coordinate with the technical team in analyzing and reporting bugs and glitches promptly
- Encourage team members to build and maintain valuable relationships with clients, ensuring a positive and lasting impression.
Financial , Relationship Manager
Amorqa, Mumbai
03.2020 - 12.2023
- Analyzing the customers financial to provide them the assistance with respect to their cash flows
- Providing them better solutions by understanding their substantial requirements
- Supporting customers for their end to end process
- Managing a team of 5-7 people with respect to their target dealings
- Maintain a direct relationship with the Tier A developers such as shapporji pallonjii, piramal realty etc to create better financial schemes for them and give training to their employees for the same
- Maintain proper relations with the customer who are booking with the developer for their complete financial assistance
- Sharing Day to Day MIS to the developer for the easy understanding and the proper status
- Need to Maintain banking relation with higher level management across 27 banks and NBFCS to get the better deal for our customer also to create some advance banking schemes with the help of top level management of banks
- Mentored and trained New team members and worked collaboratively with existing members
- Oversee the follow-up process, ensuring timely updates to clients on their tickets and ensuring overall client satisfaction
- Foster a culture of continuous improvement and innovation in problem-solving approaches.
Sales & Presales Manager
Knight Fintech, Mumbai
01.2022 - 10.2023
- Demonstrating the product specification and the features to the Indian and the US market Clients
- Helping customers as an account manager for the maintenance and the support to the clients
- Helping the customer to provide an overall product overview and provides them the end to end detailed analysis of the product
- Leading the Presales engagement for the overall products which includes Handling Proof of Concept session as per the requirement of the clients
- Undertaking Competitor Analysis
- Handling the interaction with the system integrators
- Being the part of the product management team to give the inputs on the market requirement vs the product and evaluating the product fitment for the various market
- Leading the Quality Assurance of the new products features which has been developed by the software team
- Helping the tech team for the overall architecture of the new specification
- Route qualified opportunities to the appropriate sales executives for further development and closure
- Handling the DB queries and providing the specs to the tech team for developing the feature
- Proactively engaging with the clients to gather feedback, address Concern, and ensure a high level of satisfaction with services
- Montioring key matrics and regular reporting
- Excel at Agile project management, User acceptance, Testing, Scrum, SQL, Fintech, BRD.
Relationship Manager
American Express
06.2019 - 02.2020
- Day to Day interaction with the premium client for the Amex premium products
- End -to -End documentation with respect to the client income eligibility and the complete credit track record
- Need to analyze their finances to get a better understanding of their track records
- Promptly resolves customer Service issues and answers financial questions
- Inbound selling of the premium product of American Express
- Have received a higher sales achievement in only 3 months.
Education
M-COM (finance and accounting) -
Lala Lajpat Rai College
MBA (finance) - undefined
NMIMS, Mumbai
BAF (Bachelor in Accounting and Finance) - undefined
Lala Lajpat Rai College
Skills
Quick learner
Leadership Qualities
Teamwork
Communication Skills
Organizational skills
Relationship Management
Financial Assistance
Problem-Solving abilities
Product Demonstration
Customer Success
Market Analysis
Troubleshooting
Accomplishments
- Class Representative from past two years.
- DLLE president in the year 2018
- Student of the year for the year 2018-19.
- Student Forum President.
- Headed the PR department from past two years for the fest Mood Festa.
- Emerging Star at Knight Fintech - 2022-2023
Board School
- HSC, Lala Lajpat Rai College, 2016, 79.00%
- SSC, S.K.I Jain High School, 2014, 78.00%
Personal Information
- Date of Birth: 11/19/98
- Nationality: Indian
- Marital Status: Unmarried
Extracurricular Activities
Class Representative from past two years. DLLE president in the year 2018 Student of the year for the year 2018-19. Student Forum President. Headed the PR department from past two years for the fest Mood Festa. Emerging Star at Knight Fintech - 2022-2023
Timeline
Lead- Sales & Presales
Advaya Platform
10.2023 - Current
Sales & Presales Manager
Knight Fintech, Mumbai
01.2022 - 10.2023
Financial , Relationship Manager
Amorqa, Mumbai
03.2020 - 12.2023
Relationship Manager
American Express
06.2019 - 02.2020
M-COM (finance and accounting) -
Lala Lajpat Rai College
MBA (finance) - undefined
NMIMS, Mumbai
BAF (Bachelor in Accounting and Finance) - undefined
Lala Lajpat Rai College
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