Microsoft Excel
Nikita Tiwari
Financial Analyst
Mumbai
Summary
Dynamic banking professional with 3+ years as a Relationship Manager, excelling in client relationship building and tailored financial solutions. Proven ability to enhance customer satisfaction and drive sales growth. Experienced Data Analyst (1.5 years) skilled in using data-driven insights for strategic decision-making. Recently transitioned to a Financial Analyst role (6 months), specializing in financial modeling, analysis, and performance optimization. Strong analytical and communication skills, dedicated to delivering exceptional service and supporting organizational goals.
Overview
6
6
years of professional experience
2
2
Certifications
Work History
Financial Analyst- Treasury Department
Trucap Finance Limited
05.2024 - Current
- Data Analysis & Dashboard Preparation: Develop various dashboards such as the Disbursal Dashboard and Sector Analysis.
- Book Debts: Monthly analysis and preparation of receivable data.
- RBI Data: Quarterly preparation of DNBS and NPA movement data.
- Lender Management: Handle requirements for over 30 lenders, including monthly and quarterly reports related to financial covenants, book debts, portfolio cuts, disbursement cuts, compliance certificates, and financial analysis for projections.
Data Analyst
Hansa Direct Private Limited
06.2023 - 05.2024
- Data Collection and Management: Gather, organize, and manage data from various sources to ensure accuracy and consistency.
- Data Analysis: Perform in-depth analysis to extract meaningful insights and trends from complex datasets.
- Data Visualization: Design and maintain interactive dashboards and reports using tools like Power BI and GCP Looker, ensuring insights are presented clearly to stakeholders.
- Reporting: Prepare detailed reports that effectively communicate findings, supporting strategic decision-making and operational enhancements.
- Collaboration: Work closely with cross-functional teams to understand their data requirements and deliver actionable insights that improve business performance.
Relationship Manager
HDFC Bank
04.2022 - 02.2023
- Managing High Net Worth Clients.
- Achieving Sales Targets.
- Customer Profiling.
- Financial Planning.
- Service Excellence.
- Client Acquisition and Retention.
Relationship Manager
Kotak Mahindra Bank
03.2019 - 03.2022
Education
MBA - Finance
04.2001 -
BBA - Finance
04.2001 -
Skills
Microsoft Excel
Software
Power BI
SQL
Certification
Data Analyst by Excelr Solution
Timeline
Preparing for Financial Modeling Certificate from IMS Proschool
01-2025
Data Analyst by Excelr Solution
06-2024
Financial Analyst- Treasury Department - Trucap Finance Limited
05.2024 - Current
Data Analyst - Hansa Direct Private Limited
06.2023 - 05.2024
Relationship Manager - HDFC Bank
04.2022 - 02.2023
Relationship Manager - Kotak Mahindra Bank
03.2019 - 03.2022
Balaji Institute of International Business - MBA, Finance
04.2001 -
Prestige Institute of Management - BBA, Finance
04.2001 -
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