Headline

Data & Business Analyst | SQL · Power BI · Advanced Excel | Banking Ops · KYC/AML · MIS Reporting | Open to Analytics, Consulting & Risk Roles

About

I turn messy data into decisions that move the needle whether it's a KPI dashboard that cuts reporting time by 40%, a reconciliation framework that flags risk before it escalates, or a client portfolio strategy that grows AUM. With 1+ years across banking operations, wealth management, real estate consulting, and analytics, I bring a rare combination: I understand the business logic behind the data, and I can build the SQL queries, Power BI dashboards, and Excel models to surface it clearly. What I've delivered: ▸ Designed and managed MIS/KPI dashboards for trade finance and customer datasets improving SLA adherence and audit readiness for senior stakeholders. ▸ Managed HNI banking portfolios at ICICI Bank risk profiling, AUM optimization, and cross sell strategies backed by CRM analytics. ▸ Identified data gaps and risk indicators through structured data validation and reconciliation workflows. ▸ Closed B2B deals end to end and achieved 2× "Employee of the Month" recognition proof that I can translate insights into action. I hold a PGDM (Jaipuria Institute of Management) and have completed simulations with EY (FAAS), Deloitte (Data Analytics & Cyber), PwC (Management Consulting), JPMorgan Chase & Co. (Quantitative Research), and BCG (Strategy Consulting). I'm actively seeking roles in Data Analytics, Business Analytics, KYC/AML, Banking Operations, and Consulting where structured thinking, data quality, and stakeholder impact matter.

Location

Noida

Work experience

Wealth Manager at ICICI Bank, Jul 2025 - Nov 2025 · 5 mos, Managed a portfolio of 35-50 HNI clients with a combined AUM of ₹80Cr, delivering tailored investment strategies across equity, debt, insurance, and liability products, achieving 30% AUM growth within 5 months. Drove 15% increase in wallet share per client by mining 20+ CRM leads weekly, converting opportunities into cross sell closures across savings, investment, and insurance products. Built portfolio performance trackers in Advanced Excel tracking 40+ client accounts, reducing manual reporting time by 30% and improving SLA compliance for weekly branch reviews. Achieved 100% of monthly business targets consistently across liability and asset products, onboarding 20+ new HNI relationships through referral networks within 5 months.

Business Development Associate at Creware Coworks (CCW), May 2024 - Jun 2024 · 2 mos, Sourced and closed 25 B2B deals within 2 months, pitching co working solutions to 30+ startups, SMEs, and corporates contributing ₹2-5L in revenue to monthly targets. Managed the full sales cycle lead qualification to closure for 10 accounts, maintaining a 100% client satisfaction score with zero escalations in tenure. Ranked #1 in cohort for revenue contribution, earning Employee of the Month for 2 consecutive months the only associate to win the award twice in the same internship cycle. Executed 25+ promotional and partnership events, growing inbound lead pipeline by 30% and increasing monthly booking conversion rate.

Associate Portfolio Manager at INVESTORS CLINIC INFRATECH PRIVATE LIMITED, May 2022 - Jul 2023 · 1 yr 3 mos, Jaipur, Rajasthan, India, Counselled 200+ clients on real estate investment decisions with average ticket sizes of ₹25–2cr, applying ROI modelling, risk profiling, and portfolio diversification to drive purchase decisions. Achieved 95% client retention rate over 13 months by building long term relationships, generating 65% of new business through referrals reducing cold acquisition cost. Conducted micro market research across 25+ localities/projects, identifying 10+ high growth investment zones that were integrated into the team's pitch strategy and client proposals. Built 18+ personalized financial projection models for client proposals, improving deal conversion rate by an estimated 40% vs. standard pitch decks. Collaborated with sales, marketing, and finance teams to streamline KYC documentation and onboarding workflow for 80+ transactions, reducing processing time by 5 days per deal.

Education

Master of Business Administration - MBA, Jaipuria Institute of Management

Bachelor of Business Administration - BBA, Business Administration and Management, General, University of Rajasthan