Preeti Jain

• Partnered with the Banking and Capital Markets team to deliver campaign operation solutions, utilizing SAS EG, SAS CI, and SQL for audience segmentation and promotional campaigns
• Analyzed large datasets to identify customer categories and created tailored datasets integrated with server systems like Harmony and ZETA for seamless marketing automation.
• Developed interactive reports and visualizations using advanced Excel, Power BI, and PowerPoint, ensuring clear communication of insights to clients and stakeholders.

Conducted a comprehensive analysis of mutual funds and exchange-traded funds (ETFs) offered by an Asset Management Company (AMC) Prepared a detailed report on the comparative benefits of rupee cost averaging versus the constant rupee approach in mutual fund investments, presenting insights in a structured and client-focused format.

Conducted extensive research , leveraging World Bank resources, to evaluate investment opportunities in India's dairy sector as part of the Invest India initiative by the GOI. Analyzed export-import trends and their impact on India's foreign trade, presenting actionable insights to support strategic investment planning and market development.

• Identified key emerging financial instruments pivotal to the energy transition sector, providing actionable insights for stakeholders.
• Creating reports for the different companies working towards energy transition using advance excel and AI
• Produced investment outlook reports focusing on emerging financial instruments in the energy transition sector, tailoring insights for stakeholders.