Abhishek Aggarwal

• Delivered expert consultations through global expert networks (Atheneum) to institutional investors and consulting firms evaluating the Indian overseas education lending market — advising on NBFC business models, marketing funnel & lead-channel economics, salesforce productivity structures, and competitive financial benchmarking • Provided GTM & IT strategy advisory spanning incentive design, sales automation platforms, & data-driven performance management

• Managed revenue growth and planning across a ₹4,000+ Cr loan portfolio — sized upsell/cross-sell opportunities and led time- bound campaigns delivering 25% uplift in disbursals during peak periods • Built forward-looking pipeline forecasting models (tranche analysis) to estimate disbursement gaps in advance; insights drove targeted sales interventions and improved forecast reliability and disbursement outcomes • Developed real-time KPI dashboards (Power BI / Excel) for regional leadership to track pipeline health, partner productivity, and GTM outcomes; identified improvement opportunities that reduced inactive leads by 12% • Partnered cross-functionally with Finance, Tech, Risk & Ops to align growth initiatives with P&L objectives; built business cases for geographic expansion • Redesigned partner incentive structures & deployed an incentive automation platform, cutting payout TAT by 83% and improving lead targeting efficiency by 15% YoY

• Owned the merchant acquisition funnel end-to-end — built and tracked weekly funnel health metrics and regional performance reviews for senior leadership, scaling completions to an all-time high of 81K/month (+26% MoM) • Re-engineered onboarding workflows to eliminate friction and drop-offs, improving end-to-end funnel conversion by 30%; quantified and prioritised interventions using behaviour data and field feedback • Introduced GenAI/ML-based automation in KYC & onboarding workflows, reducing turnaround time by ~30% and delivering ₹15M in annual cost savings

• Re-engineered client onboarding and reporting workflows, improving turnaround time by 70% and delivering ₹25M in cost savings; awarded the Citi Silver Gratitude Award for cross-border collaboration with global teams • Managed institutional custody relationships — onboarding, regulatory compliance, and KYC reporting; reduced processing delays by 50% and improved client satisfaction • Drove data migration and streamlined securities services operations, improving STP by 30% across reporting modules; awarded a PPO for outstanding impact

• Deployed GST technology compliance solutions for 7 enterprise clients — managed commercial and technical stakeholder relationships across Finance, IT & Regulatory functions through a major regulatory transition • Designed database models to automate business workflows, improving reporting scalability and reducing manual intervention across Tax, Tech & Finance teams

CFA Level 1

CFA Institute

McKinsey Forward Program – Global Leadership & Problem-Solving

McKinsey