ASHWINI PATIL
Kalwa
Summary
Dynamic Business Analytics Manager with a proven track record at Yes Bank Ltd., excelling in data analysis and reporting. Skilled in income reconciliation and adept at managing recognition programs, I deliver actionable insights that drive revenue growth and enhance operational efficiency. Proficient in Tableau and Power BI, I foster collaboration across teams.
Overview
27
27
years of professional experience
Work History
Business Analytics Manager
Yes Bank Ltd.
Thane
05.2016 - Current
- Identified and documented detailed business rules and use cases to ensure understanding of processes.
- Analyzed data and developed reports in response to management requests, delivering timely insights.
- Performed business levers analytics to target revenue generation strategies and market share expansion.
- Prepared presentations and reports for management reviews, providing analysis of performance and trends.
- Generated monthly reports across the organization for tracking performance and goal-setting.
- Oversaw income and commission reconciliation for Insurance Partners, ensuring transparency in transactions.
- Implemented a business intelligence platform to provide real-time insights to stakeholders.
- Collaborated with teams to define KPIs for evaluating analytics initiatives aligned with business goals.
Manager – Data Management & Business Analytics
HDFC Bank Ltd.
08.2010 - 04.2016
- Has maintained & stored data in disciplined way which was easily retrieved as and when required
- Various business reports have been developed and provided with accuracy and within defined timelines.
- Efficiently handled regular as well as adhoc requests, raised by the management, from time to time.
- Making Presentations for Third Party Products
- Data Analytics activities include: Regular Requirement: Providing updated reports like Branch Master & LTS Master, Release Business Update for Branch and Alternate Channels on daily Basis, TPP Income MIS for all Channels at Branch and LG level
- Need Based Requirement: Requests for customized reports received from sales force for facilitating and analyzing Insurance Business, like Branch One View Report, Clawback Analysis, Update on Underperforming branches, Pending business for conversion & RPM Scorecard. Updates on IRDA Certification drive across branches and LGs for maximum certification levels. Such adhoc reports have been developed and published within desired timeline with accuracy.
- Management Requirement: Various reports and presentations are required by Management for analyzing the business, like Market Share Report, BBH Presentation for all the BBHs, LG Productivity and Weekly & Monthly Report to the branch banking Country Head. The desired reports and analysis were provided within defined timeline.
- Developed process and business knowledge across the range of Third-party products and demonstrated effective skills in handling relations with several departments like TPP operations and Finance, for activities like; budget setting of verticals, income MIS and reconciliation of commissions
- Demonstrated efficiency in handling information & requirement with principal life insurer, HDFC life.
- Has good interpersonal relation within the department and has performed well in individual as well as team assignments.
- Taking additional responsibilities from time to time as per the needs of the business and has demonstrated the effectiveness similar to routine assignments, like; Query management for Sales Diary & Analytics for business drives and settlement of recognition programs.
- Taking initiatives like Pre-Conversion Calling Analysis, Lead Analysis, drive IRDA Certification across branches
Contract Sales Executive
HDFC Bank Ltd.
03.2008 - 08.2010
- Generation and releasing of business reports & MIS for top Management, Sales teams, Channels and Bank partners.
- One-point contact between MIS team and Channel Partners / Sales Team.
- Generation of consolidated reports of various products for the Product team.
- Handle contest MIS at Pan India level.
- BRS reports for entire team and Fee MIS for channel partners.
- Support to sales team for all collaterals, Insight and operational queries.
Central Sales & MIS Executive (contract Staff)
ICICI Lombard General Insurance Co. Ltd.
01.2007 - 02.2008
Purchase Manager
D’Mart Hyper Market
Thane
02.2003 - 12.2006
Office Assistant
Galentic Pharma (I) Pvt. Ltd.
07.1998 - 09.2000
Education
B.Com. -
NKTT College, Mumbai University
01.2003
Diploma in Information Technology -
APTECH Computers
01.1998
Post-Graduate - Banking & Insurance
Welingkar Institute of Management Development & Research
Skills
- Recognition and reward program management
- Business analytics and reporting
- People management and leadership
- Business planning and budgeting
- Channel development and partner management
- Data analysis and trend identification
- Income reconciliation and commission tracking
- Ad-hoc reporting and analysis
- Management review presentations
- Microsoft Excel proficiency
- Data visualization tools: Tableau and Power BI
Languages
- English
- Marathi
- Hindi
Accomplishments
- Award of Excellence - FY 23-24
- Exemplary Performance - H1 FY 22
- Exemplary Performance - FY 23
- Exemplary Performance - FY 19-20
- Award of Excellence - Q3 FY 23
Timeline
Business Analytics Manager
Yes Bank Ltd.
05.2016 - Current
Manager – Data Management & Business Analytics
HDFC Bank Ltd.
08.2010 - 04.2016
Contract Sales Executive
HDFC Bank Ltd.
03.2008 - 08.2010
Central Sales & MIS Executive (contract Staff)
ICICI Lombard General Insurance Co. Ltd.
01.2007 - 02.2008
Purchase Manager
D’Mart Hyper Market
02.2003 - 12.2006
Office Assistant
Galentic Pharma (I) Pvt. Ltd.
07.1998 - 09.2000
B.Com. -
NKTT College, Mumbai University
Diploma in Information Technology -
APTECH Computers
Post-Graduate - Banking & Insurance
Welingkar Institute of Management Development & Research