MOHIT JAIN

Customer 360 Dashboard

• Developed a Power BI dashboard providing a comprehensive portfolio view of existing and potential customer relationships for Relationship Managers, enabling better tracking of product conversions.
• Built a rule-based model that improved customer service, optimized cross-selling strategies, and enhanced product opportunity identification, leading to an improved overall customer experience.

Trigger Framework Optimization

• Analyzed and refined triggers for Privilege Banking customers, achieving a 15% reduction in trigger dropouts.
• Decongested high trigger volumes by focusing on actionable customer needs for Relationship Managers.

Child Prospect Identification

• Conducted an in-depth analysis of the existing customer dataset, identifying potential channels for improved engagement and sourcing child accounts for upcoming initiatives.
• Implemented a Python-based classification model to determine children's ages, aiding in selecting the most appropriate products.

Channel Expense Classification

• Leveraged text mining techniques to categorize transactions across Digital, Credit Card, Debit Card, and UPI channels.
• Achieved a 40% reduction in unclassified transactions and introduced more targeted alliance offers based on customer spending patterns.

Book Management Strategy

• Developed and implemented a strategic allocation framework for Relationship Managers, ensuring personalized service delivery, enhanced customer satisfaction, and maximized business opportunities.