• Built and maintained a verified database of 90,000+ financial professionals using Python-based data extraction, cleaning, and validation techniques.
• Automated data enrichment and record matching using fuzzy matching and OCR-based document processing to improve database accuracy.
• Conducted competitive benchmarking of 12+ wealth-tech platforms to support product strategy, feature prioritization, and pricing decisions.
• Prepared product requirement documents and business specifications for wealth management, CRM, and fintech software products.
• Researched SEBI regulations, financial intermediaries, and industry trends to support product development and go-to-market planning.
• Assessed CRM, sales automation, and cold-email platforms for B2B outreach and customer acquisition strategies.
• Developed business presentations, market research reports, and stakeholder communication materials for industry partnerships and product launches.