ASHUTOSH KUMAR AGRAHARI
Bengaluru,UP
Summary
Analytics leader with 12+ years in wealth management, investment analytics, and financial services. Assistant Vice President at Citi Wealth focused on investment analytics for portfolio engagement and external fund manager engagement. Developed forecasting models and dashboards to enable managed investment solution decisions and improved reporting. Contributed to investment trade data integration to support a unified global data model.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Assistant Vice President
Citi
Bangalore
12.2021 - Current
- Led innovation initiatives using generative AI and automation to streamline portfolio reporting and client insight generation through Citi Wealth analytics data layer.
- Supported analytics strategy across Citi Wealth, especially Private Banking and Wealth at Work, spanning external fund managers, investment solutions, and CIO team.
- Applied investment product data strategy across capital markets, traditional investments, alternative investments, and advisory portfolio solutions.
- Built investment-product analytics frameworks so business stakeholders could monitor AUM growth, sales performance, advisor penetration, and client engagement metrics.
- Created self-service dashboards for advisors and investment counselors, enabling forecasting of investment sales and campaign performance.
- Developed recurring tracking for business planning and product penetration analysis, optimizing client engagement.
- Partnered with business, product, and technology stakeholders to translate strategic goals into scalable analytics solutions.
- Supported integration of global investment trading systems, establishing a unified data model and analytics layer for streamlined business reporting and AI development.
Senior Analyst
HSBC Global Analytics Centre
Bangalore
04.2019 - 12.2021
- Segmented customers for liability product analytics, enhancing deposit penetration and identifying cross-sell opportunities across asset and wealth products.
- Refined interest rate and margin strategy through deposit balance flow modeling using competitor and macroeconomic data.
- Developed competitor dashboards, volume simulations, and profitability analysis for loan and mortgage products, supporting strategic decision-making.
- Built profitability dashboards using financial modeling for credit card and loan products.
- Role: Business analytics, machine learning, analytics product development.
Consultant Senior Analyst
KANTAR
Bangalore
05.2017 - 04.2019
- Led full tool development from requirement gathering to deployment with a team of 3 analysts using R programming, ensuring alignment with project objectives.
- Executed post-modelling tasks, including ad spend contribution analysis and elasticity calculation, to provide actionable insights for marketing strategies.
- Developed statistical modeling tool for market mix modelling, ad ROI prediction, campaign analysis, and sales forecasting, thereby enhancing data-driven decision-making.
Data Analyst
TATA Consultancy Services
Chennai
10.2014 - 05.2017
- Supported capex and operating cost reviews by analyzing business reports and procured resource usage, helping improve resource allocation across global TCS operations.
- Assisted insurance and procurement system by preparing QA business cases and spotting process improvements and automation opportunities to support project delivery.
- Supported module lead with application testing during migration from legacy system to requirements design, system integration, and system testing.
- Partnered with internal teams to gather business needs and strategy insights, supporting informed decision-making.
Education
FMVA - Financial Analysis
Corporate Finance Institute
08-2023
PG Diploma - Data Analytics
IIIT-Bangalore
05-2017
Master of Technology - Computer Science & Engineering
Pondicherry University
05-2014
PG Diploma - Foreign Trade | International Business
Pondicherry University
05-2014
Bachelor of Technology - Computer Science & Engineering
UPTU
Lucknow06-2011
Skills
- Investment analytics
- Investment product strategy
- Investment performance dashboards
- Market pricing and modeling
- Data analytics
- Data analysis
- Data-driven decisions
- Analytical decision making
- Cross-functional collaboration
- Stakeholder management
- Business strategy
- Team collaboration
Certification
- FMVA Certified
Tools
- Dataiku
- Python, R
- SQL, Hive, Impala
- Tableau
- SAS
- GitHub Copilot
- Excel Analysis & Reporting
Timeline
Assistant Vice President
Citi
12.2021 - Current
Senior Analyst
HSBC Global Analytics Centre
04.2019 - 12.2021
Consultant Senior Analyst
KANTAR
05.2017 - 04.2019
Data Analyst
TATA Consultancy Services
10.2014 - 05.2017
FMVA - Financial Analysis
Corporate Finance Institute
PG Diploma - Data Analytics
IIIT-Bangalore
Master of Technology - Computer Science & Engineering
Pondicherry University
PG Diploma - Foreign Trade | International Business
Pondicherry University
Bachelor of Technology - Computer Science & Engineering
UPTU