PIYUSH SISONDIA

Spearheaded analysis to identify critical retention gaps within offline SMBs, diagnosing issues stemming from fragmented POS systems and lack of structured attribution.

Executed 25+ in-depth merchant discovery conversations across F&B and retail sectors, validating incentive economics and identifying key adoption barriers for new solutions.

Designed and launched pilot programs across 4 SMBs, engaging 60+ users to rigorously test repeat purchase lift and optimize reward thresholds through post-card cashback mechanisms.

Conducted comprehensive unit economic evaluations for SaaS and performance-based monetization models, informing strategic capital allocation decisions.

Developed and implemented lean operational workflows, simulating scalable execution and achieving significant efficiency gains without substantial engineering investment.

Managed diversified portfolios for High Net Worth Individuals (HNIs), encompassing public equity, mutual funds, and alternative investments to optimize returns.

Secured over ₹10L in capital allocations and actively supported client discussions for investments ranging from ₹50L to ₹1Cr, contributing to significant asset growth.

Provided critical assistance in the evaluation and structuring of CAT 1 and CAT 2 fund allocations, enhancing investment strategy and compliance.

Executed structured portfolio reviews, comprehensive risk assessments, and strategic capital planning discussions to ensure robust financial management and client satisfaction.

Collaborated directly with founders to successfully launch an early-stage investment access platform, establishing foundational operational frameworks.

Achieved a 9x increase in individual investor acquisition and expanded the institutional pipeline by 100x through targeted ecosystem outreach initiatives.

Facilitated capital onboarding discussions for investments ranging from ₹5L to over ₹50L, supporting significant funding rounds and client engagement.

Developed and implemented investor onboarding funnels and robust reporting systems, enhancing conversion efficiency and data visibility.

Recruited, trained, and managed a team of 20+ interns, standardizing weekly execution tracking processes to improve team productivity and accountability.

Managed a portfolio of 30+ High Net Worth Individual (HNI) clients, contributing to an AUM expansion roadmap targeting 10x growth with a 32% projected CAGR.

Directed critical internal operations, encompassing hiring, payroll management, regulatory compliance, and comprehensive financial reporting.

Developed and implemented outbound communication workflows, standardizing client lifecycle management and enhancing client engagement and retention.

Demonstrated strong autonomy by independently managing both operations and marketing functions, driving cross-functional efficiency and strategic alignment.