Susmita Pattnaik
Senior Manager - Enterprise Relationship Management @Fidelity Investments
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WORK HISTORY
Senior Manager - Enterprise Relationship Management @Fidelity Investments
EDUCATION
Indian School of Business
Executive Education
University of Petroleum and Energy Studies
Master of Business Administration (MBA)
Chhattisgarh Swami Vivekanand Technical University, Bhilai
Bachelor of Engineering - BE
ABOUT SUSMITA PATTNAIK
A business professional with 10+ years of experience in the field of Market and Strategic Research to support the Business Development in Financial Industry. I am excited to apply for the role, bringing over 11 years of expertise in Enterprise relationship management and Business Intelligence. I have experience in Banking and Financial services industry, Emerging markets, High growth Potential fintech and unicorns, API partnership development, portfolio management, and strategic business expansion. My experience in building high-growth portfolios, driving C-suite engagements, and leading digital integration initiatives makes me a strong fit for this opportunity. In my current role, I have: Led the launch of the API and Partnership Development sector, establishing a structured portfolio management framework and defining strategic roadmaps, KPIs, and stakeholder engagement plans. Developed a portfolio of high-growth emerging companies, focusing on Unicorns and Soonicorns, leveraging data-driven insights to accelerate business expansion and investment readiness. Enhanced executive-level decision-making by developing 360-degree portfolio intelligence, delivering insights on financial metrics, customer themes, regulatory updates, and strategic growth opportunities. Implemented automated tracking and engagement mechanisms using Salesforce and Affinity, ensuring timely follow-ups on high-value opportunities. Core competency includes Quantitative & Qualitative Research for acquisition of new customers, Competitors’ Analysis among “FRENEMIES”, Industry Analysis for emerging FINTECHs, Data analysis and Visualization using cloud-based solutions such as DOMO and Tableau. I’m proficient in utilizing platform such as Capital IQ, Factiva, Bloomberg Terminal, Pitchbook, LinkedIn Sales Navigator for Business Research and Financial Analysis projects. Also, I own a research portfolio of 500+ US based Unicorns & FINTECHs (2017 onwards) where the key deliverables include Investors relationships, pre & post valuation analysis, M&A trends, IPO’s, Buyer – Supplier relationships etc. A firm believer of Diversity & Inclusion and responsible for development, maintenance and content management of an online platform for the enterprise wide access using SharePoint.
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