HARDEEP SINGH
Self Employed
Pune
Summary
4+ years in banking, specializing in account operations, portfolio analysis, and financial solutions. Recognized as an Axis Achiever Club member (Mutual Funds) and awarded Best Customer Service Officer.
Passionate about solving business challenges through data-driven decision-making, continuously advancing skills in Excel, Advanced DAX, SQL, Power BI.
Overview
8
8
years of professional experience
5
5
Certifications
Work History
Business Owner
Family Business
07.2020 - 09.2024
Customer Services Specialist
ICICI Bank
09.2019 - 07.2020
- Analyzed customer data to optimize portfolios and identify growth opportunities.
- Used data insights to drive CASA balance targets and client engagement.
- Identified benefits for customers, improving satisfaction and loyalty.
- Streamlined account opening while ensuring high service standards.
Customer Services Officer
Axis Bank
08.2016 - 09.2019
- Analyzed financial data to develop insights-driven solutions, enhancing portfolio growth and customer satisfaction.
- Prepared detailed reports to ensure compliance with audit and regulatory standards.
- Verified and validated financial transactions for accuracy and adherence to guidelines.
- Maintained and analyzed Excel records of study-abroad accounts, identifying trends to optimize balance retention and exchange rate strategies.
Education
MBA - Finance And Marketing
Punjab Technical University
04.2001 - 2016
Skills
- Business Skills: Financial Analysis, Relationship Management, Customer Insights
- Data Analysis & Visualization: Power BI, SQL, Advanced Excel, DAX, Python
- ETL & Data Transformation: Data Cleaning, Data Preparation, Data Modeling
- Performance Optimization: Designing Efficient Reports and Dashboards
- Technical Tools: Pandas, Matplotlib, Seaborn, SSMS (SQL Server Management Studio)
- Verbal and written communication
Accomplishments
- Honored member of Axis Achiever Club (Mutual Funds) for exceptional performance in retail banking.
- Awarded Best Customer Service Officer by Cluster Head.
- Consistent exemplary performance recognized by the Punjab Circle Head, Axis Bank Limited.
Additional Information
- Power BI Dashboard for AdventureWorks Cycles
- Tools: Power BI, DAX
- Designed an interactive dashboard to track KPIs like sales, profits, and customer retention across regions.
- Built relational data models and performed advanced data modeling for performance comparison and trend analysis. - Sales Analysis of Electronics in the US
- Tools: Python (Pandas, Matplotlib, Seaborn)
- Analyzed electronic sales data to identify trends, peak sales periods, and top-performing regions.
- Merged datasets, performed data cleaning, and conducted EDA to uncover actionable insights, aiding marketing optimization strategies. - COVID-19 Data Analysis Project
- Tools: SQL (SSMS), Power BI, Excel
- Cleaned and analyzed global COVID-19 datasets to extract insights on infection rates, vaccination coverage, and mortality trends.
- Visualized key metrics through dynamic Power BI dashboards for better data-driven health policy decisions. - LEGO Data Visualization Project
- Tools: Power BI, DAX
- Explored sales and demographic data for LEGO products, providing insights into pricing strategies and popular themes.
- Implemented drill-throughs, dynamic slicers, and custom DAX measures for interactive reporting. - International Cuisine Restaurant Analysis
- Tools: SQL (SSMS), Power BI
- Conducted EDA on quarterly sales data to identify customer preferences, top-selling items, and revenue trends.
- Created interactive dashboards to support strategic business decisions for menu optimization.
You can explore the project details on the website link shared.
Certification
Microsoft Certified: Power BI Data Analyst
Timeline
Business Owner
Family Business
07.2020 - 09.2024
Customer Services Specialist
ICICI Bank
09.2019 - 07.2020
Customer Services Officer
Axis Bank
08.2016 - 09.2019
MBA - Finance And Marketing
Punjab Technical University
04.2001 - 2016
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