Mamatha BG
Bangalore
Summary
Results-driven professional with extensive experience at Kotak Mahindra Bank, excelling in data analysis and reporting. Proficient in SQL and advanced Excel, I automated reporting processes and enhanced business intelligence, leading to improved decision-making. Strong relationship management skills complemented my ability to retain 60% of home loan customers, driving significant revenue growth.
Overview
18
18
years of professional experience
Work History
Assistant Functional Manager
Kinara Capital
03.2020 - Current
- Develop SQL queries for business reporting and data analysis
- Organize and compile data for RBI and investor reports
- Design incentive sheets and calculators for field employees
- Manage monthly credit bureau reports
- Automate reporting processes and explore Tableau/Superset for dashboarding
- Prepare scorecards and PowerPoint presentations for stakeholder reviews
- Manage investor meetings and ad-hoc business reporting tasks
- Test new product launches, reports, and policies
Business Analyst
Jana Small Finance Bank
01.2017 - 08.2019
- Utilized Alteryx and Knime for data blending and analytics
- Automated reports using Cognos for financial products
- Managed collection reports across multiple loan products
- Provided HR with monthly field incentive data
- Created business reports and presentations
- Ensured accurate and timely delivery of BAU reports
- Handled product-related business inquiries
Product Associate - Consumer Assets
Kotak Mahindra Bank (Formerly ING Vysya)
02.2012 - 05.2016
- Managed alternate channel partners for asset team
- Generated 30% of business volumes through alternate channels
- Processed vendor payouts and monitored income leakages
- Conducted data mining to resolve data entry discrepancies
- Implemented RBI special schemes and rate changes
- Handled customer escalations and regulatory communications
Retention Officer - Mortgage Loans
Kotak Mahindra Bank
06.2010 - 02.2012
- Retained 60% of home loan customers in FY 11-12
- Collected INR 50 lakhs in re-pricing fees and INR 60 lakhs in switch fees
- Created and managed MIS reports for loan retentions
- Managed outbound calls for negative amortization accounts
Senior Phone Banking Agent
Kotak Mahindra Bank
04.2007 - 06.2010
- Managed inbound/outbound calls (150+ calls per day) for banking products
- Cross-sold retail assets and liabilities
- Resolved customer complaints and handled email correspondence
- Created shift rosters and daily reports for the team
Education
BSc - Microbiology
Bangalore University
Skills
- Data Analysis & Reporting
- SQL
- Alteryx
- Knime
- Business Intelligence
- Cognos
- Power BI
- Tableau
- Superset
- Advanced Excel
- Data Mining & Management
- Financial Reporting & Compliance
- Incentive & Performance Analytics
- Lead Management & Retention
- Customer Service & Relationship Management
- Risk & Compliance Analysis
Languages
Kannada
First Language
English
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1
Marati
Intermediate (B1)
B1
Tamil
Intermediate (B1)
B1
Timeline
Assistant Functional Manager
Kinara Capital
03.2020 - Current
Business Analyst
Jana Small Finance Bank
01.2017 - 08.2019
Product Associate - Consumer Assets
Kotak Mahindra Bank (Formerly ING Vysya)
02.2012 - 05.2016
Retention Officer - Mortgage Loans
Kotak Mahindra Bank
06.2010 - 02.2012
Senior Phone Banking Agent
Kotak Mahindra Bank
04.2007 - 06.2010
BSc - Microbiology
Bangalore University
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