Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Heena Dodia
Open To Work

Heena Dodia

Analytics and Banking
Mumbai,MH

Work Preference

Job Search Status

Open to work
Desired start date: Open to discussion

Desired Job Title

Data AnalystMarketing ManagerData Visualization SpecialistReporting & Insights Analyst

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: Mumbai, MH, IN
Open to relocation: Yes

Salary Range

₹75000/yr - ₹200000/yr

Summary

Dynamic data and analytics professional with over 9 years of experience in banking and financial services, specializing in customer portfolio analysis, KPI dashboards, and performance optimization. Expertise in leveraging data insights to drive revenue growth, enhance customer retention, and improve operational efficiency. Certified in advanced analytics tools by ExcelR and NASSCOM, with hands-on project experience gained through internships. Proficient in data visualization, statistical analysis, and database management, with a strong emphasis on teamwork and adaptability. Consistently delivers actionable insights that inform strategic business decisions.

Overview

9
9
years of professional experience
4
4
Certification

Work History

Priority Relationship Manager

AXIS BANK

Priority Relationship Manager

Axis Bank Ltd
10.2018 - 12.2023
  • Analyzed high-net-worth customer portfolios to identify cross-selling opportunities, increasing product adoption by 20%.
  • Built dashboards to track liabilities, customer profitability, and wallet share, enabling data-driven decision making.
  • Conducted periodic portfolio reviews using customer profiling data, improving retention and activation rates.
  • Enhanced customer engagement through data insights on Forex, Remittances, and Loans.

Corporate Agency Manager (Bancassurance)

HDFC Life Insurance
10.2013 - 10.2018
  • Strengthened channel relationships by analyzing branch performance data, improving YOY business targets.
  • Designed MIS reports for partner banks, enabling better tracking of insurance penetration and wallet share.
  • Leveraged customer investment data to provide tailored portfolio solutions.

Associate Financial Service Manager

ICICI Prudential Life Insurance
10.2012 - 06.2013
  • Increased sales by analyzing pre-selected customer datasets and identifying profitable segments.
  • Maintained electronic customer master files, ensuring accurate data for lead generation and conversion.

Marketing Manager

Filmcity Media Pvt. Ltd
04.2012 - 09.2012
  • Conducted market analysis for magazine distribution, identifying new institutional segments.
  • Managed promotional campaigns and tracked performance metrics.

Education

B.Com - Commerce

Mumbai University
Mumbai
01-2012

H.S.C - Commerce

Mumbai Board
Mumbai
01-2008

S.S.C - General

Mumbai Board
Mumbai
01-2005

Skills

  • Data Analysis: SQL, Python, R, Excel (Advanced), Power BI, Tableau
  • Critical thinking
  • Excellent communication
  • Business Analytics: Customer Segmentation, Portfolio Analysis, KPI Tracking
  • Visualization: Dashboard Design, Data Storytelling, Executive Reporting
  • Tools: MS Office, MIS Systems, CRM Platforms
  • Soft Skills: Stakeholder Management, Client Engagement, Team Leadership
  • Data visualization and presentations
  • Excel functions
  • Data cleaning
  • Analytical problem solving

Certification

  • ExcelR – Data Analytics Certification (November 2025)
  • NASSCOM – Data Analytics Foundation Certificate (December 2025)
  • Internship Certificates – Data Analytics Projects (Sep to Dec 2025)(AI Variant : Zomato Analysis)
  • Internship Certificates – Data Analytics Projects (Aug 2025to Feb 2026) (AI Variant : Insurance Analytics)
  • Internship Certificates – Data Analytics Projects

(AI Variant : Ecommerce Analytics)

Languages

English
Hindi
Marathi
Gujarati

Timeline

Priority Relationship Manager

Axis Bank Ltd
10.2018 - 12.2023

Corporate Agency Manager (Bancassurance)

HDFC Life Insurance
10.2013 - 10.2018

Associate Financial Service Manager

ICICI Prudential Life Insurance
10.2012 - 06.2013

Marketing Manager

Filmcity Media Pvt. Ltd
04.2012 - 09.2012

H.S.C - Commerce

Mumbai Board

S.S.C - General

Mumbai Board

Priority Relationship Manager

AXIS BANK

B.Com - Commerce

Mumbai University
Heena DodiaAnalytics and Banking