Analytics and Banking
Open To Work
Heena Dodia
Axis Bank Ltd
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
9
years of professional experience
4
Certification
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.
Work History
Priority Relationship Manager
Priority Relationship Manager
5 Years 2 Months- 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)
5 Years- 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
8 Months- 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
5 Months- Conducted market analysis for magazine distribution, identifying new institutional segments.
- Managed promotional campaigns and tracked performance metrics.
Education
B.Com - Commerce
GPA: First Class
H.S.C - Commerce
GPA: Second Class
S.S.C - General
GPA: First Class
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 - 12.2023Read More
Corporate Agency Manager (Bancassurance)
HDFC Life Insurance
10.2013 - 10.2018Read More
Associate Financial Service Manager
ICICI Prudential Life Insurance
10.2012 - 06.2013Read More
Marketing Manager
Filmcity Media Pvt. Ltd
04.2012 - 09.2012Read More
Mumbai Board
H.S.C from Commerce
Read More
Mumbai Board
S.S.C from General
Read More
Priority Relationship Manager
AXIS BANK
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Mumbai University
B.Com from Commerce
Read More