Atul Raj

Strategy and transformation professional with 6 years of experience, including 4 years in financial services across strategy and CEO's Office roles spanning growth, M&A, financial planning and digital transformation. Combines structured problem solving, financial modeling and analytics to improve profitability and execution.

Lead - Digitalisation, Business Planning & MIS at PL Capital - Wealth (Prabhudas Lilladher) (2025-03 – 2026-04)

• Developed a 5-year corporate growth roadmap and revenue forecasts from the CEO's Office, aligning capital allocation, channel strategy, AUM growth and margin priorities toward an INR 1,000 Cr AUM target.
• Built a market-expansion plan for a new wealth-business location using demand analysis, partner availability and acquisition potential to guide launch and channel priorities.
• Conducted buy-side M&A due diligence using DCF valuation and 3-statement models to evaluate acquisition targets and develop leadership-ready business cases on opportunity size, ROI and GTM implications.
• Directed P&L modeling and unit-economics analysis across B2B and B2C workflows, identifying profitability levers that improved cost coverage within 3 months.
• Led a 0-to-1 digital transformation across CRM, onboarding and KYC/risk, reducing client acquisition time from 2 days to 15 minutes and CAC by 80%, with approximately INR 2 Cr in first-year savings.
• Scaled acquisition through a CRM and B2B partner portal; commission restructuring and pricing logic delivered 300 HNI clients in 4 months and 35% annuity-product revenue growth.
• Optimized a $500K strategic-partnership marketing budget using reverse-funnel and ROI/CTR analysis, generating 1,000+ qualified HNI leads.
• Unified 9 fragmented systems through centralized API/RPA pipelines and Power BI dashboards, creating a single source of truth and reducing reporting latency by 95%.

Segment Manager at ICICI Securities (2022-05 – 2025-03)

• Designed revenue and product-penetration strategies using cohort and lifetime-value analysis across 100K+ clients, contributing to 2x YoY revenue growth and ARPU improvement.
• Served as an internal strategy consultant to business heads, leading QBRs and monthly reviews across teams and locations to identify P&L, revenue and penetration gaps and drive corrective actions.
• Partnered with finance and business teams to co-own P&L models, AOPs, revenue forecasts and KPI frameworks, guiding GTM and product strategy.
• Built a 0-to-1 customer-segmentation model using behavioral, geographic and financial patterns, increasing NPS by 12% and transactions by 15%; supported 100+ campaigns reaching 400K+ customers.
• Led cross-functional modernization of a legacy CMS into a 360-degree enterprise CRM spanning onboarding, campaigns and service tracking, reducing resolution time by 20% for 30K+ HNI clients.
• Built SQL/Tableau dashboards for 200+ stakeholders and redesigned the automated incentive model, improving data accuracy by 15% and cutting processing from 1 week to 2 days.

Project Manager (Mechanical Engineer) at New Engineering Works (2018-01 – 2019-12)

• Led cross-functional product and operations workstreams and ERP workflows, using data models to optimize supply-chain throughput and maintain 100% on-time delivery.

MBA in General Management – Indian Institute of Management Udaipur (2022)

B.Tech in Mechanical Engineering – Suresh Gyan Vihar University (2017)