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Puja Sachdeva
Assistant Manager - Vendor Risk & Compliance at HSBC
Professional Background
Puja Sachdeva is a dedicated financial services professional recognized for her strong work ethic and proactive approach to adding value to both her personal and organizational growth. With substantial experience in the financial sector, Puja has cultivated a diverse skill set that encompasses risk management, compliance, and financial analysis, making her a valuable asset in any high-performing team.
Puja currently serves as an Assistant Manager in Vendor Risk & Compliance at HSBC, where she is responsible for overseeing compliance strategies and ensuring that vendor operations align with regulatory frameworks. Her role at HSBC has equipped her with the expertise to navigate complex international financial landscapes and implement effective risk management protocols.
Prior to her position at HSBC, Puja gained extensive experience as a Finance Executive for the North America & Australia regions at the same institution. In this capacity, she honed her analytical skills and deepened her understanding of financial operations across diverse markets, making her adept at identifying key trends and informing strategic decisions.
Her career also encompasses valuable experiences in leadership roles, including her time as a Branch Credit Manager at GE Money Bank. In this role, Puja successfully managed credit operations while amplifying sales performance and minimizing credit risk, showcasing her capabilities in both financial management and customer relations. Additionally, her early career as an Associate at EY provided her with a solid foundation in consulting, where she learned to apply her financial knowledge in a variety of practical scenarios, serving a diverse clientele and understanding their specific needs.
Education and Achievements
Puja Sachdeva holds a Master’s degree in Business Administration (MBA) from Nagpur University, where she developed a robust academic grounding in financial principles and business strategies. This educational background not only enhanced her theoretical knowledge but also equipped her with the practical skills necessary to excel in the competitive financial services industry.
In her various roles, Puja has continually demonstrated an ability to learn quickly and adapt to new environments, a skill often attributed to her exposure to an international work environment. This adaptability has enabled her to navigate the challenges posed by globalization and technology in finance, contributing to her ability to implement innovative solutions and processes within her teams.
Achievements
Throughout her career, Puja has achieved several milestones that highlight her contributions to financial services. At HSBC, her leadership in Vendor Risk & Compliance has played a pivotal role in strengthening the bank's compliance framework, significantly mitigating risk while enhancing operational efficiency. Her analytical proficiency allowed her to implement new methodologies that improved the vendor assessment process.
As a Finance Executive, her efforts in optimizing financial processes for North America & Australia resulted in improved revenue flows and more robust financial oversight, reflecting her strategic acumen and commitment to excellence. Her tenure at GE Money Bank further established her as a reliable leader capable of driving results and ensuring that customer satisfaction was at the forefront of her operations.
Puja's decade of experience in reputable organizations like HSBC, GE Money Bank, and EY underscores her unwavering commitment to professional growth and her dedication to making impactful contributions in the financial arena. Her multifaceted background and results-driven approach position her as a capable professional ready to tackle new challenges and continue her trajectory of success in the finance industry.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
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