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Meghna SuranaMS
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Meghna Surana

@meghnasurana

Product & Pre-sales Professional with 7+ years of experience across fintech, banking, and digital product ecosystems.

India
Message

At Tagit India Pvt. Ltd., I delivered 90+ demos and solution walkthroughs for Family Banking and Digital Banking prospects across APAC, the Middle East, and Africa. I also led RFP/RFI responses and conducted discovery workshops with prospective clients.

I supported solution proposals by preparing BRDs, FSDs, and other documentation, and by contributing to SOW preparation. I worked with Product, Engineering, UX, and Delivery teams to define solution approaches and feasibility.

At Clayfin Technologies, I delivered demos for Digital Banking and PFM opportunities and led RFP/RFI responses. I also led the end-to-end implementation of a Personal Financial Management solution for a retail bank.

Earlier, at SBI Payments, I managed value-added services in the POS terminal ecosystem and led the development of ONDC and SBI epay through platform launch. At HDFC Bank Ltd., I worked in transportation finance and branch banking, including managing HNI client relationships and reviewing financing proposals.

Experience

Work history, roles, and key accomplishments

TL

Product Innovation Manager

Tagit India Pvt. Ltd.

Apr 2025 - Aug 2026 (1 year 4 months)

Led pre-sales engagements for Family Banking and Digital Banking solutions, delivering 90+ product demos and leading 15+ RFP/RFI responses. Authored BRDs, FSDs, and solution documentation, and collaborated with cross-functional teams to define solution approach and feasibility.

HL

Management Trainee

HDFC Bank Ltd.

May 2018 - Jun 2018 (1 month)

Secured a Pre-Placement Offer based on internship performance. Established digital footprint initiatives to reach potential customers and acquired new clients while maintaining KYC documentation.

Education

Degrees, certifications, and relevant coursework

CR

Chetana's Institute of Management & Research

MBA, Finance

2017 - 2019

Pursued an MBA in Finance from Chetana's Institute of Management & Research, Mumbai, from 2017 to 2019.

MU

MDS University

B.Com, Commerce

2014 - 2017

Earned a Bachelor of Commerce degree from MDS University, Ajmer, from 2014 to 2017.

II

Institute of Company Secretaries of India

Professional Level, Company Secretary

Completed the Professional Level of the Company Secretary course from the Institute of Company Secretaries of India in 2017.

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