Credit & Risk · Product · AI Workflows

Sudipta
Soumyadarshan

Products for high-stakes domains. Grounded in 12 years across credit, risk, and institutional systems at Wells Fargo, CRISIL, and Accenture.

From the parts of banking
most people never see

Most people experience banking only at the surface — a loan application, a declined transaction, a credit decision that arrives with no explanation. I've spent 12 years on the other side of those screens, inside the systems making those calls.

From credit underwriting and portfolio management to risk analytics and institutional workflows, I worked in the parts of banking most customers never see. Somewhere along the way, I kept asking: Why does something as important as money still feel so unnecessarily complicated? That question pulled me toward product — and at Wells Fargo, evaluating a GenAI initiative for credit memo drafting made it concrete: how do you build financial products that feel intelligent without losing human judgment?

Today I want to build digital banking and fintech experiences that are efficient, AI-enabled, and genuinely useful — for the customer applying for a loan at midnight, and for the analyst navigating complex decisions under tight timelines. Not more complexity disguised as innovation. Products that make people say: "Finally. This makes sense."

12+
Years in financial services
200+
Credit entities covered
6
Companies across 3 continents
1
Deliberate move into product

A multidisciplinary path
to product

Current
Senior AVP — Portfolio Management
Wells Fargo · Bengaluru
Own analytical workflows and credit decisioning for 50+ middle-market entities. Led a GenAI initiative to evaluate and selectively deploy AI-assisted credit report drafting — including model evaluation, structured output testing, and deployment readiness decisions. Drove a 17% improvement in analytical turnaround time and 15% reduction in credit evaluation errors through workflow redesign and AI automation.
Prior
Credit Research & Underwriting
CRISIL · Acuity · Frontline Capital
Seven years across credit research, ratings, and underwriting for banks, sovereigns, and supranational institutions. Built credit models, rating methodologies, and risk frameworks — expertise that directly informs how I think about product decisions in credit, lending, and risk domains.
Prior
Senior Business Analyst
Accenture · Financial Services
Led requirements gathering and product specifications for digital lending and credit card transformation initiatives at a global financial services client. Defined customer journeys, process flows, and business rules for lending and card servicing platforms. Managed UAT across onboarding, servicing, and transaction workflows.
Foundation
Software Developer
Technology
Built the technical foundation that allows me to work effectively with engineering teams, understand system constraints, and make informed trade-offs in product development.

Tools & domains
I work with

Domain Expertise
Credit Risk Credit Underwriting Portfolio Management Lending & Credit Cards Risk Analytics Banking Products UPI / Payments India Fintech
Product Management
Product Strategy PRDs & Specs Roadmapping User Research MVP Definition Metrics & KPI Design Stakeholder Management Agile / Scrum
AI & Data
Generative AI LLM Evaluation Prompt Engineering AI Workflow Design Financial Modelling SQL Advanced Excel
Tools
Figma Notion Replit Lovable Claude AI Bloomberg Trello

Projects &
Case Studies

Consumer Fintech Experiment · Personal Project · India

FamilyPay — Teen Expense Management

A UPI-integrated app giving Indian teens their first real money experience

Full product concept for a UPI-integrated expense management app for Indian teens (13–18). Teens get their own bank-partnered UPI ID via mobile-native Aadhaar e-KYC, can make payments via QR or UPI ID, set savings goals with a gamified tracker, and see AI-categorised spending breakdowns. Parents fund the account, receive weekly reports, and are guaranteed blocks on sin-goods merchants (MCC + keyword filtering). Built-in budget proposal flow lets teens propose monthly category budgets that parents approve in-app — with a nudge system that prompts parents to expand budgets when teens consistently stay within limits. Includes a detailed monetisation model (neo-bank referral fees, merchant affiliate commissions, and a Phase 2 financial product distribution layer built on behavioural triggers), retention loop design using the Hooked Model, and a 6-phase milestone plan.

UPI / Payments Consumer Fintech India PRD Retention Design Monetisation Strategy AI/ML

Writing

Long-form thinking on credit, risk, institutional systems, and AI — on Substack. Shorter insights on product and domain on LinkedIn.

Let's connect

I'm currently exploring product roles where domain depth in credit, risk, and institutional systems is a genuine asset — in fintech, banking technology, and adjacent high-stakes domains. If you're building something in this space, or know someone who is, I'd love to connect.