Greeshma Ajayan
@greeshmaajayan
I’m a results-driven Business Analyst & Pre-Sales Analyst improving financial platforms for U.S. clients.
What I'm looking for
I’m a results-driven Business Analyst & Pre-Sales Analyst with 7+ years of experience in financial services and enterprise product development for U.S. clients. I focus on identifying business opportunities, eliciting complex requirements, and delivering scalable solutions across core financial platforms, regulatory applications, and ERP systems.
In my current role as a Senior Business Analyst (Aug ’24 — Present) at Muthoot Pappachan technologies, I lead enterprise-wide business analysis for digital transformation projects in the NBFC sector. I collaborated with cross-functional stakeholders to enhance regulatory compliance and business growth.
I’ve delivered measurable outcomes, including the Credit Bureau Rejection Management Web Application by resolving data inconsistencies across CIBIL, Equifax, Experian, and CRIF reverse file feeds—resulting in 100% RBI regulatory approval and improved data quality. I also developed the CFSS Web Portal for centralized reporting by mapping scattered reports and building a unified web interface, achieving 100% compliance with RBI reporting standards.
Previously, as an Associate Lead – Business Analyst at Envestnet, Inc. (Jan ’20 — Aug ’22), I managed product analysis and digital strategy for 50+ fintech projects spanning billing, advisory platforms, and client reporting tools. I reduced client support issues by 15%, helped enable AI-powered features like the Next Generation Proposal Tool, and supported high-value billing initiatives (including National Financial Services Custodian Fee System and Royal Bank of Canada Effective Rate Methodology), contributing to increased market share and 16% revenue growth—then earlier, as a Pre-Sales Analyst (Sep ’15 — Dec ’19), I owned the RFP lifecycle, responding to 100+ RFPs/RFIs/DDQs and improving response efficiency by 35% using Loopio.
Experience
Work history, roles, and key accomplishments
Senior Business Analyst
Muthoot Pappachan Technologies
Aug 2024 - Present (1 year 11 months)
Led enterprise-wide business analysis for digital transformation projects in the NBFC sector, partnering with cross-functional stakeholders to improve regulatory compliance and business growth. Delivered RBI-aligned Credit Bureau Rejection Management and CFSS reporting solutions (100% RBI approval/compliance) and digitized the core gold loan platform, increasing sales by 20% and business growth by
Associate Lead – Business Analyst
Envestnet, Inc.
Jan 2020 - Aug 2022 (2 years 7 months)
Managed product analysis and digital strategy for 50+ financial technology projects across billing, advisory platforms, and client reporting tools for US-based firms. Drove platform and reporting transformations, reduced client support issues by 15%, and supported launch of AI-powered product capabilities, contributing to revenue and engagement growth; also handled fee/billing initiatives and part
Pre-Sales Analyst
Envestnet, Inc.
Sep 2015 - Dec 2019 (4 years 3 months)
Owned the RFP lifecycle and client solutioning for US-based institutional clients, supporting pre-sales wins through responses to RFPs, RFIs, and DDQs. Responded to 100+ proposals using Loopio and internal documentation systems, created reusable RFP knowledge bases and templates to reduce turnaround time by 35%, and supported client acquisition through tailored market/competitive differentiation.
Education
Degrees, certifications, and relevant coursework
Anna University
Master in Applied Electronics, Applied Electronics
2009 - 2011
Grade: GPA: 7.7 / 10
Completed a Master’s program in Applied Electronics covering electronic systems design, control systems, embedded programming, and signal processing. Completed coursework in VLSI design and embedded systems and completed a final-year thesis on a real-time embedded control system for industrial automation.
Availability
Location
Authorized to work in
Job categories
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