HITESH PUNJABI

• Led pre-sales initiatives across Singapore and the Asia Pacific region, delivering customized product demonstrations, workshops, and Proof of Concept (PoC) engagements to highlight the capabilities and advantages of CRIMS across various asset classes—including equities, fixed income, derivatives, and FX—as well as the State Street Alpha Data Platform, an integrated investment management data solution.
• Acted as a trusted product expert with deep front- and middle-office knowledge, addressing complex product, workflow, and best practice queries to support the sales process and drive revenue growth.
• Collaborated closely with sales and product management teams to align solutions with client needs, manage RFP responses, and coordinate pilot projects.
• Provided training to sales teams, clients, and implementation staff on CRIMS functionalities and product enhancements.
• Provided technical support to customers during pre-sales consultations, addressing concerns, and offering solutions tailored to their needs.
• Developed customized proposals that demonstrated a clear understanding of client requirements and offered compelling solutions to meet their unique needs.
• Established long-term relationships with key clients for repeat business and referrals, cultivating a strong network within the industry.
• Traveled extensively across Asia Pacific, allocating time to high-impact presentations (50%), follow-ups (20%), industry events (10%), prospect visits and pilot projects (10%), and RFP preparation (10%)

• Collaborated with front office business and technology stakeholders to identify functionality gaps and enhancement needs within the Investment Management platform, providing best practice recommendations for setup and workflows across front and middle office operations.
• Managed client relationships, including escalation handling, project oversight, account planning, and fostering client loyalty, while acting as a liaison between investment management markets, sales, and product management teams.
• Participated in business reviews to understand clients' strategic goals and delivered product demonstrations on functional and technical upgrades during version changes.
• Trained internal staff on product features and updates, tracked and prioritized product issues with engineering teams, and rapidly adapted to product developments to ensure expertise.
• Boosted customer satisfaction rates through timely resolution of concerns and regular follow-ups on feedback received.

Managed SaaS client onboarding and system upgrades, coordinating cross-functional teams to ensure smooth implementation, data migration, and user adoption.

Led a team of consultants managing application support for back-office P&L and accounting systems, ensuring system stability, timely issue resolution, and alignment with financial operations.

Application Support Management for back-office P&L and accounting systems, ensuring stability, timely issue resolution, and alignment with financial operations.

Client: Legg Mason Global Asset Management

Conducted requirements gathering, business process analysis, and solution design for front-to-back- office applications; defined business and functional requirements, user stories, and acceptance criteria; supported change management, user adoption, and training initiative.

Client: UBS

Supported the UBS Direct Market Access suite by resolving front-end, connectivity, access, and data issues, while ensuring successful overnight batch execution for timely start-of-day operations and analytics.

Client: AMEX Asset Management

Delivered application support and maintenance for financial systems used by an asset management client, ensuring reliability, data accuracy, and seamless business operations.