Aakriti Yash Kunwar
Lucknow
Summary
Analytical and data-driven banking professional with 4+ years of experience transforming business insights into strategic action through deep expertise in compliance monitoring, performance analytics, and digital enablement. Skilled in building automated dashboards, interpreting complex data sets, and developing data-backed solutions that improve regulatory alignment, revenue growth, and operational efficiency. Proficient in Excel analytics (VLOOKUP, HLOOKUP, pivot tables), stakeholder reporting, and process optimization.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Manager – Compliance & Analytics
Axis Bank
Mumbai
05.2023 - 08.2025
- Lead compliance assessments across business functions; assist teams in aligning processes with regulatory and internal policy standards.
- Develop compliance dashboards and trackers to monitor adherence against controls, thresholds, and audit parameters.
- Support implementation of new compliance requirements through structured roadmaps and cross-functional coordination.
- Prepare regulatory review reports and documentation for internal and external stakeholders.
- Conduct workshops to build compliance awareness and ensure timely resolution of identified gaps.
- Automated compliance monitoring through advanced Excel tools, reducing manual effort by 30%.
- Developed a centralized tracker that improved visibility of compliance issues and closure timelines.
Channel Manager – Business Analytics & RM Performance
IDFC First Bank
Mumbai
08.2021 - 05.2023
- Built and automated portfolio performance dashboards and RM scorecards using advanced Excel techniques.
- Conducted clustering and regression analysis to identify RM performance patterns and risk segments.
- Designed data-led campaigns to improve conversion, revenue per RM, and digital engagement.
- Contributed to CRM (SFDC) enhancements and digital onboarding journeys to improve process turnaround.
- Shortened onboarding cycle by 40% via process analytics and digitization.
- Enhanced scorecard predictability and decision value through regression-backed inputs.
- Created Excel models using VLOOKUP, HLOOKUP, nested formulas, and conditional logic for performance tracking.
Senior NRI Relationship Manager
IDFC First Bank
Gurgaon
09.2020 - 07.2021
- Cultivated strong client relationships through regular communication and personalized service.
- Analyzed customer needs to recommend suitable banking products and services.
- Facilitated onboarding of new clients, providing guidance on bank policies and procedures.
- Conducted financial reviews to assess client portfolios and identify growth opportunities.
- Collaborated with cross-functional teams to enhance client experience and service delivery.
- Educated clients on digital banking tools to improve convenience and engagement.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
Sales & Data Intern – Digital Lead Program
Tata Motors
Lucknow
05.2020 - 07.2020
- Analyzed impact of digital lead generation on sales volume; presented findings to senior leadership.
- Delivered daily MIS reports and visual trackers to assess conversion and lead-to-sale ratios.
- Coordinated with ops and sales for better lead management and tracking.
Education
MBA - Marketing Management
Jaipuria Institute of Management
Lucknow03-2020
Skills
- Compliance Monitoring & Controls
- Business & Data Analytics
- Performance Tracking & Scorecarding
- Dashboard Automation (Excel, SFDC)
- Process Improvement & Audit Readiness
- CRM Tools (Salesforce/SFDC)
- Regulatory Updates & Implementation
- Strategic MIS & Reporting
- Advanced Excel (VLOOKUP, HLOOKUP, Pivot Tables)
- Stakeholder Engagement
- Pivot Tables
- Conditional Logic
- Charting
- Data Analysis & Reporting
- Dashboarding Tools
Certification
- NISM Certified
- IRDA Certified
- Google Digital Marketing
Hobbies and Interests
- Fitness
- Dance
- Culinary Arts
Timeline
Senior Manager – Compliance & Analytics
Axis Bank
05.2023 - 08.2025
Channel Manager – Business Analytics & RM Performance
IDFC First Bank
08.2021 - 05.2023
Senior NRI Relationship Manager
IDFC First Bank
09.2020 - 07.2021
Sales & Data Intern – Digital Lead Program
Tata Motors
05.2020 - 07.2020
MBA - Marketing Management
Jaipuria Institute of Management
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