Monisha Bhatia
Principal Product Manager @Forbes Advisor
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WORK HISTORY
Principal Product Manager @Forbes Advisor
Toronto, ON, CA
Owned the strategic acquisition roadmap across credit cards, chequing, and deposit products; balanced near-term offers with long-term market share objectives.• Market Research & Pricing: Conducted competitive analysis of APY rates, rewards, and incentive programs to design market-leading credit and deposit offers.• Acquisition Growth: Delivered funnels and digital journeys that drove +28% CTR,+19% conversions, and +30% EPC.• Offer & Campaign Leadership: Designed and launched SEO-led, affiliate, and paid media campaigns; increased partner engagement by 25%.• Onboarding & Approval Flows: Integrated TransUnion APIs for pre-qualified approvals, improving booking and activation rates.• Cross-Functional Leadership: Directed stakeholders across Risk, Legal, Compliance, Marketing, and Tech to ensure compliant and competitive digital experiences.• Experimentation: Shipped 30+ A/B/n tests across pricing, eligibility logic, and funnel optimization; shortened decision cycles by 35%.
EDUCATION
International Institute of Professional Studies
BCA
Indian School of Business
Product Management
International Institute of Professional Studies
MCA
SKILLS
ABOUT MONISHA BHATIA
I build digital products that create clarity, drive conversion, and deliver measurable value. With a background across fintech, e-commerce, and insurance, I’ve led 0→1 product development, scaled experimentation frameworks, and navigated cross-functional teams through complex challenges with focus and precision.At Forbes Advisor, I owned the product roadmap for credit, lending, and investment journeys, launched new acquisition funnels from the ground up, optimizing acquisition performance, and rolling out CMS and testing systems that improved monetization and reduced time to market.At Pepperfry, I shaped discovery and personalization experiences through ML-driven recommendations, CRM integrations, and AR-led tools that drove meaningful lifts in engagement and average order value.I thrive in environments that prioritize thoughtful execution, cross-functional collaboration, and real-world outcomes. Whether building from the ground up or scaling what works, I bring a product mindset that’s structured, data-informed, and rooted in user value.I believe in making digital experiences simpler, smarter, and more effective.
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