Summary
Work History
Overview
Education
Skills
Languages
Timeline
Certification
Interests
Projects
Interests
Interests
Bhushan Sao

Bhushan Sao

Mumbai

Summary

Detail-oriented Data Analyst currently pursuing a Post Graduate Program in Data Science and Business Analytics from the McCombs School of Business, The University of Texas at Austin, and Great Lakes Institute of Management (GLIM). Possess over 2 years of experience in Business Development and Wealth Management with a proven ability to achieve sales targets and identify business opportunities. Passionate about leveraging data insights to drive impactful decisions in finance and technology.

Work History

Data Analyst(Intern)

MeriSKILL
04.2024 - 05.2024

Project 1: Sales Data Analysis - Analyzed sales data, mastered data cleaning, calculated revenue metrics, and created visualizations. Used Python, Excel, Tableau.

Project 2: HR Analytics - Examined HR data, conducted correlation analysis, and derived actionable insights. Used Python, SQL, Excel, Tableau.

Preferred Relationship Manager

Nuvama Wealth and Investment Limited, formerly Edelweiss
Mumbai
11.2023 - 06.2024
  • Managed wealth portfolios for HNI and UHNI clients, enhancing multi-generational asset management.
  • Developed financial models for comprehensive wealth planning, resulting in a 10-crore portfolio transfer.
  • Surpassed monthly revenue targets, generating over 3 crores in sales.
  • Cultivated strong client relationships, analyzed portfolios, and expanded AUM.
  • Conducted an event at IIEST- Shibpur to raise awareness and generate prospects for Nuvama Wealth and its offerings, successfully engaging potential clients and boosting brand presence.

Wealth Management Trainee(Intern)

Nuvama Wealth and Investment Limited
Mumbai
09.2023 - 11.2023
  • Assisted clients with tailored financial products and investment strategies.
  • Contributed to business growth through effective cross-selling and client acquisition.

Business Development - Sales

AppOrbits
Work From Home
01.2021 - 06.2022
  • Led B2B and B2C international sales, generating leads and driving product deployment.
  • Conducted market research, developed sales strategies, and expanded client network.

Inside Sales – Associate

Vedantu
Bangalore
12.2020 - 01.2021
  • Promoted K12 educational products, achieving conversion targets through multilingual pitching.
  • Generated new business opportunities via marketing campaigns.

Marketing and Sales Officer (Lead Intern)

Laugh Guru Ventures
Mumbai
12.2017 - 04.2018
  • Advanced from intern to lead intern, managing a team of five.
  • Conducted market research, analyzed trends, and executed successful marketing campaigns.

Overview

7
7
years of professional experience
1
1
Certificate

Education

Post Graduate Program - Dual Certification - Data Science And Business Analytics

McCombs School of Business & Great Lakes Institute
03-2025
  • 3.87/4.33 GPA (Till date)

Projects:

  • E-Commerce Revenue Management: Identified sales regions, top-selling products, and conducted revenue analysis using Python.
  • Analyze and Explore Data: Improved marketing campaign efficiency and delivered business insights using Python and EDA.

Post Graduate Wealth Management Certificate Program - Finance, Banking And Insurance

NIIT- IFBI
11-2023
  • Grade Description - Outstanding

T.I.M.E. - MBA Entrance Exam Preparation Course

Triumphant Institute of Management Education, Navi Mumbai
03-2023

Bachelor of Engineering - Electrical Engineering

Smt. Indira Gandhi College of Engineering,University of Mumbai, Navi Mumbai
10-2020
  • Project: IoT Based Energy Meter

Skills

Technical Skills:

  • Programming Languages: Python (Numpy, Pandas, Seaborn, Matplotlib, Scikit-learn, SciPy), R
  • Databases: Microsoft SQL Server, MySQL
  • Visualization Tools: Tableau, PowerBI
  • Data Collection: APIs, web scraping, databases
  • Data Cleaning: Pandas, SQL
  • Exploratory Data Analysis: Matplotlib, Seaborn, Plotly
  • Inferential Statistics: Hypothesis Testing, ANOVA

Hard Skills:

  • BI Dashboards, Data Accuracy, Data Integrity
  • Trend Forecasting, Monitoring KPIs, Strategic Insights

Non-Technical Skills:

  • Financial Modelling, Financial Planning, Wealth Management, Investment Advisory
  • Relationship Management, Risk Analysis, B2B/B2C Sales, Cross-Selling
  • CRM Tools: LeadSquared, Salesforce, Ameyo

Soft Skills:

  • Accuracy, Clear Communication, Collaboration, Detail-Oriented, Focus, Integrity, Reporting, Visualization,Business Communication

Languages

English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2

Timeline

Data Analyst(Intern) - MeriSKILL
04.2024 - 05.2024
Preferred Relationship Manager - Nuvama Wealth and Investment Limited, formerly Edelweiss
11.2023 - 06.2024
Wealth Management Trainee(Intern) - Nuvama Wealth and Investment Limited
09.2023 - 11.2023
Business Development - Sales - AppOrbits
01.2021 - 06.2022
Inside Sales – Associate - Vedantu
12.2020 - 01.2021
Marketing and Sales Officer (Lead Intern) - Laugh Guru Ventures
12.2017 - 04.2018
McCombs School of Business & Great Lakes Institute - Post Graduate Program - Dual Certification , Data Science And Business Analytics
NIIT- IFBI - Post Graduate Wealth Management Certificate Program , Finance, Banking And Insurance
Triumphant Institute of Management Education - T.I.M.E., MBA Entrance Exam Preparation Course
Smt. Indira Gandhi College of Engineering,University of Mumbai - Bachelor of Engineering, Electrical Engineering

Certification

  • Data Analyst - Virtual Internship - Job Simulation - Accenture and Forage (ongoing)
  • Excel for Data analysts - JP Morgan and Forage(ongoing)
  • What is Data Science- Coursera
  • What is Machine Learning - Coursera and Duke University
  • Google Analytics(Beginner and Advanced)-Google
  • Google Digital Marketing - Google
  • NISM V-A Certified Mutual funds distributer
  • PPC and SEO fundamentals - SEMrush Academy

Interests

WORKSHOPS

  • Attended Business Entrepreneurship Workshop organized by E-cell at IIT Bombay.
  • Completed a Web Entrepreneurship Workshop conducted at D.Y. Patil University, Navi Mumbai.

VOLUNTEER

  • Participated in Climate and Environment Change Initiative by Government of Maharashtra.
  • Participated in Powai Lake Clean-Up Project Organized by IIT Mumbai in collaboration with BMC (Brihanmumbai municipal corporation).

POSITIONS OF RESPONSIBILITY

  • Student-coordinator for Training and Placement cell, Successfully conducted Campus drive of Companies.
  • Deputy Sponsorship Secretary (2017 - 2018) for Technical and Cultural Festival of the college.
  • Member of Core Team of Students Council (2019 - 2020), handling Sponsorship activities.

Projects

  • Project 1: Sales Data Analysis-Analyzed sales data, mastered data cleaning, calculated revenue metrics, and created visualizations using Python, Excel, and Tableau.
  • Project 2: HR Analytics -Examined HR data, conducted correlation analysis, and derived actionable insights using Python, SQL, Excel, and Tableau.
  • Project 3: E-Commerce Revenue Management- Identified sales regions, top-selling products, and conducted revenue analysis using Python.
  • Project 4: Analyze and Explore Data and reflect the insights on Austo Motor Company - Improved marketing campaign efficiency and delivered business insights using Python and EDA.

Interests

WORKSHOPS

  • Attended workshops on Business and Web Entrepreneurship at IIT Bombay and D.Y. Patil University.

VOLUNTEER

  • Engaged in the Climate and Environment Change Initiative led by the Government of Maharashtra. Contributed to the Powai Lake Clean-Up Project in collaboration with IIT Mumbai and BMC.

POSITIONS OF RESPONSIBILITY

  • Held leadership roles, including Deputy Sponsorship Secretary and Student Coordinator for training and placement activities.

Interests

WORKSHOPS

  • Attended workshops on Business and Web Entrepreneurship at IIT Bombay and D.Y. Patil University.

VOLUNTEER

  • Engaged in the Climate and Environment Change Initiative led by the Government of Maharashtra. Contributed to the Powai Lake Clean-Up Project in collaboration with IIT Mumbai and BMC.

POSITIONS OF RESPONSIBILITY

  • Held leadership roles, including Deputy Sponsorship Secretary and Student Coordinator for training and placement activities.

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