Sajal Vats
@sajalvats
Product-minded AI Product Owner shaping fintech onboarding automation through discovery-to-launch, data-driven requirements, and cross-functional delivery.
IndiaWhat I'm looking for
I’m a product-minded professional with 4+ years of experience in fintech and regulated financial services, specializing in discovery-to-launch work streams. I focus on client onboarding workflows, translating user research and journey mapping into clear business requirements, user stories, and technical specifications.
I’ve consistently delivered measurable outcomes, including ~80% straight-through processing on a BOT automation initiative and a 70-percentage-point error rate reduction (from ~80% to ~10%) through scalable template standardization. I lead UAT planning and defect triage, manage sprint execution, and resolve cross-system data and compliance queries with <24-hour turnaround.
I’m comfortable partnering with engineering, architecture, compliance, QA, and operations—turning stakeholder needs (including FINRA/SEC constraints) into roadmaps, go-to-market rollout plans, and SOPs. I maintain real-time visibility through Power BI dashboards and work with senior, cross-regional stakeholders to ensure on-time, high-quality delivery.
Experience
Work history, roles, and key accomplishments
Led end-to-end product discovery and requirements definition for 5 automation initiatives in annuity client onboarding, translating research and journey insights into business requirements, user stories, and SOPs. Delivered a BOT automation initiative achieving ~80% straight-through processing and eliminating manual effort for 500+ weekly cases, while maintaining 100% on-time delivery and building
Drove a workflow and notification template standardisation initiative, improving transaction error rates from ~80% to ~10% (70 percentage-point reduction) with 75–90% team adoption. Built go-to-market training and adoption monitoring, delivered Power BI reporting for SLA/backlog/quality metrics, and maintained 99.5% accuracy on 100+ weekly regulated annuity transactions in compliance with FINRA/SE
Built foundational proficiency in CRM-based client onboarding workflows, KYC/AML validation, and data integrity controls, achieving full certification within the first 90 days. Earned an accelerated promotion based on product ownership mindset and cross-team collaboration.
Education
Degrees, certifications, and relevant coursework
Manav Rachna International University
Bachelor of Business Administration, Banking & Finance
Completed a BBA in Banking & Finance at Manav Rachna International University in 2021.
Availability
Location
IndiaAuthorized to work in
Job categories
Skills
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