---
title: "Yash Mathur - Wealth Manager in Noida | Tal"
description: "Meet Yash Mathur, Data & Business Analyst | SQL · Power BI · Advanced Excel | Banking Ops · KYC/AML · MIS Reporting | Open to Analytics, Consulting & Risk Roles based in Noida."
image: "https://tal.club/meet/yash-mathur/share-image"
---

# Yash Mathur on Tal

## 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

[View the original profile](https://tal.club/meet/yash-mathur)

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