Pankaj Verma
@pankajverma2
I build fintech growth engines—scaling acquisition, partnerships, and structured finance delivery.
What I'm looking for
I’m a founder and finance professional who turns strategy into measurable outcomes across acquisition, partnerships, and structured delivery. I’ve mentored 200+ candidates and driven a 94% success rate for top-tier IIM WAT/PI admissions through repeatable, multi-channel execution.
Most recently, I scaled IIM LOANS by leveraging networks, automation, and disciplined pipeline management—reaching 1,000+ students with daily engagement, facilitating ₹5+ Cr in loan disbursements, and onboarding 10+ lenders through strategic B2B partnerships. I also converted 30+ students using a comprehensive lead-generation approach and recruited/upskilled a 5-person digital marketing team.
Before founding, I led high-impact initiatives at Finiq Consulting and built product and delivery credibility in structured finance. I directed a $3M SCB initiative, supported compliant document generation for UBS WM (scaling 200+ structured products), onboarded 30+ external asset managers for LGT Bank, and helped architect a sell-side order management system adopted by 10+ major banking clients—earning SRP APAC “Best Issuance Platform” recognition alongside EQConnect.
Experience
Work history, roles, and key accomplishments
Founder Entrepreneur
IIM WAT PI
Jan 2024 - Present (2 years 5 months)
Mentored 200+ candidates and achieved a 94% success rate for IIM WAT/PI top-tier admissions. Scaled student acquisition to 200+ through multi-channel outreach, built a 1,000+ member community via automated current-affairs modules, and facilitated ₹5+ Cr in loan disbursements by onboarding 10+ lender partners.
Management Associate
Finiq Consulting
Jun 2021 - Dec 2023 (2 years 6 months)
Directed a $3M initiative for SCB by launching a retail structured note distribution platform and enabling compliant document generation for UBS to scale 200+ structured products. Pitched and onboarded 30+ global external asset managers for LGT Bank, and built a zero-to-one sell-side order management system adopted by 10+ major banking clients across APAC and EMEA.
Intern - ICICI Bank
ICICI Bank
Apr 2020 - May 2020 (1 month)
Analyzed unhedged exposures across 170 major players and identified $337B in cross-border trade risks. Secured an exclusive PPO based on direct management recommendation (Apr–May 2020).
Market Analyst
Futures First
Jul 2016 - Apr 2018 (1 year 9 months)
Traded WTI Crude, Brent Crude, and Gasoil across outrights, calendar spreads, and flies, using rigorous risk management to navigate extreme volatility (e.g., 2016 US elections) and generate USD 3,500+ in fundamentals. Built predictive frameworks to monetize trends across 12+ global asset classes using Bloomberg & Reuters and formulated macro strategies using FOMC/NFP analysis to capitalize on US T
Intern - Futures First
Futures First
May 2016 - Jun 2016 (1 month)
Executed trading simulations in EuroBund futures and generated net profit on 10 out of 17 trading days. Received a Pre-Placement Offer as one of 1/9 interns based on manager recommendation (May–Jun 2016).
Intern - ZurePro Ltd.
ZurePro Ltd.
May 2015 - Jun 2015 (1 month)
Led a team of four business development entrepreneurs to capture 25% of the retail mobile insurance market. Increased sales by 300% by updating the existing pricing structure and generated INR 1 lakh in team revenue (May–Jun 2015).
Education
Degrees, certifications, and relevant coursework
Indian Institute of Management Calcutta
Master of Business Administration, Business Administration
Grade: 6.3/9.0
Completed an MBA at IIM Calcutta. CGPA/grade reported as 6.3/9.0.
CFA Institute
Chartered Financial Analyst (CFA) Level II, Finance
Passed CFA Level II under the CFA Program.
Indian Institute of Technology, Guwahati
Bachelor of Technology, Chemical Science and Technology
2016 -
Grade: 7.42/10
Completed a B.Tech. in Chemical Science and Technology at IIT Guwahati. Grade reported as 7.42/10.
Availability
Location
Authorized to work in
Job categories
Skills
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