Bristi Panja

Bristi Panja

Product Manager, Asset and Wealth Management (55-ip) @ JPMorganChase

About

Data-driven Product Manager with 3 years of experience in B2B SaaS products for SMB and Enterprise clients and Internal Platform products in Finance and Data Analytics industries. Specialized in 0-to-1 product development, API product development, A/B testing, roadmaps and prioritization. Experience with org-wide Agile transformations, client and customer facing communications like Knowledge bases; and bridging large teams to deliver clarity and solutions in ambiguity. Email- panjabristi@gmail.com

Country

United States

City

Greater Boston

Industry

Financial Services

Skill

Analytical Skills, Search Engine Optimization (SEO), Product Management, Cross-team Collaboration, Market Research, Public Relations, Marketing, Leadership, Data Analysis, Product Marketing

Experience

JPMorganChase

Product Manager, Asset and Wealth Management (55-ip)

JPMorganChase

LinkedIn
2023-7 - Present · 3 yrs 3 mos

● Spearheaded the 0-to-1 product development of a Trade Review Platform for B2B solutions, leading to a pilot launch with Enterprise client that managed over $144B in assets. ● Developed a Trade Recommendation System in collaboration with the Quant R&D team, achieving a 78% reduction in trade review time within 6 months, enhancing overall operational efficiency. ● Directed a cross-functional Agile team of 15, improving productivity by 50% through feature prioritization and ensuring on-time delivery by collaborating with Engineering, UX and UI teams. ● Led cross-functional collaboration among Compliance, Legal, and Customer Success teams to execute roadmap initiatives, enhancing customer alignment and reducing trading errors by implementing strategic risk mitigation measures. ● Defined and implemented a customer feedback loop using surveys and interviews, which prioritized user stories and streamlined onboarding, reducing trade review time from 4.5 minutes to 1 minute within the first year. ● Launched the scalable API development for an enterprise SaaS product, enabling the processing of 15,000 accounts in just 15 minutes, enhancing client satisfaction. ● Executed a strategic migration of 40K+ accounts to a new optimization platform, improving client satisfaction by identifying and addressing cash management issues through cross-functional collaboration within 4 months. ● Created detailed onboarding materials and coordinated UAT, which streamlined the adoption process and improved user adoption rates by 80% within 6 months. ● Led the launch of two new products, JP Morgan Large Cap Growth and US V alue SMA Strategies, expanding financial options for customers and increasing client onboarding opportunities for Tax-Smart strategies in JPMorgan.

ThoughtSpot

Product Manager

ThoughtSpot

LinkedIn
2022-9 - 2023-4 · 8 mos

● Proposed an A/B test to validate integration of “Invite” and “Share” features will increase new user acquisition by 17% based on the product life-cycle data and 8 qualitative research studies ● Aligned Engineering and Design stakeholders and led the development efforts of “Invite & Share” feature in collaboration with 5 engineers and 2 designers in an Agile environment ● Analysed the end-to-end user journey map of the “Teams” product and identified two areas of major drop off: -Liveboard feature: Developed a Pendo user guide for onboarding users on “Liveboard” feature alongside Marketing team that increased engagement by 34% as measure by Mixpanel - Email Verification step: Aligned major stakeholders from Security and Legal teams and led the product development efforts of “Delayed Email Verification” which increased sign-up conversion by 30%

SurveyMonkey

Product Marketing Intern

SurveyMonkey

LinkedIn
2022-5 - 2022-9 · 5 mos

● Conducted 30 usability tests and analysed qualitative user research of Concept Testing solution into actionable Jira tickets ● Drove 20% increase in Concept Testing’s product revenue by collaborating with engineers to improve the user experience of product based on qualitative studies and confirmed the build meets user specification ● Developed go-to-market strategy in collaboration with Product Marketing for relaunch of the Concept Testing solution

Tufts University School of Medicine

Communications and Marketing Assistant

Tufts University School of Medicine

LinkedIn
2020-10 - 2021-6 · 9 mos

- Responsible for identifying significant impacting events, trends and creating social media posts on them - Creating content for TUSM's website on WordPress - Supporting various Marketing and Communications activities

OfBusiness

Business Analyst

OfBusiness

LinkedIn
2020-5 - 2020-9 · 5 mos

● Created a pricing catalog which helped identify low-cost suppliers, resulting in a 28% profit margin increase ● Generated $40,000 in sales department revenue with cold calls from over 5,000 leads using data analysis

Centre for Innovation and Incubation, NITW

Growth Marketing Manager

Centre for Innovation and Incubation, NITW

LinkedIn
2019-1 - 2020-1 · 1 yr 1 mo

Consulted three tech startups with their brand positioning, pricing strategies, and customer journey mapping ● Enhanced organization’s social media presence and grew followers to over 12,500 on Facebook and LinkedIn ● Supervised a team of 10 to deliver marketing campaigns and events which reached over 8,000 students

Technozion, NIT Warangal

Subcore, Event Conduction and Coordination

Technozion, NIT Warangal

LinkedIn
2019-9 - 2019-11 · 3 mos
IIEST, Shibpur

Summer Research Intern

IIEST, Shibpur

LinkedIn
2019-5 - 2019-7 · 3 mos

Howrah

Worked on the Activated Charcoal from peanut shells production under Dr.Papu Biswas, Department of Chemistry.

IRSC, Inc.

Program Director

IRSC, Inc.

LinkedIn
2018-5 - 2018-9 · 5 mos

New Delhi Area, India

● Drove marketing campaign to reach a presence of 135K and obtained sponsorship from UNITAR ● Awarded by UNITAR (United Nations Institute for Training and Research, division of the United Nations)

Education

Tufts University Gordon Institute

Tufts University Gordon Institute

LinkedIn

Engineering/Industrial Management

2021-9 - 2022-12 · 1 yr 4 mos

Focus Courses- Product Management, Agile Methodologies, Leading with customer empathy, Data Science, Finance Capstone Project- Sprint based collaborative project, You 2.0

National Institute of Technology Warangal

National Institute of Technology Warangal

LinkedIn
2017 - 2021 · 4 yrs

Bristi Panja's Contact Information

Email

******@***.com

Phone

(**) *** ****

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