Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome. Works great alone or with others and consistently exceeds expectations.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Consultant
Capgemini
Mumbai
07.2019 - Current
Analyzed customer needs, identified key issues, and proposed solutions.
Created financial models for forecasting revenue and expenses.
Collaborated with stakeholders to define project scope, deliverables, timeline and resource requirements.
Ensured quality assurance processes were adhered to throughout the project lifecycle.
Conducted regular meetings with the sales team to review progress in achieving goals related to customer relations management.
Created detailed reports on customer interactions, trends, sales figures and other key metrics using CRM systems.
Identified opportunities to improve existing processes related to CRM activities such as marketing campaigns, lead generation.
Provided training sessions for employees on how to use the CRM system effectively.
Ensured compliance with all applicable laws regarding data privacy and security when handling customer information stored in a CRM system.
Analyst
Best Alternative Advisory Services
Mumbai
01.2018 - 06.2019
Responsible for financial analysis and portfolio recommendations on credit risk appetite
for individual funds, hedge funds, and market risk evaluation of selected hedge funds.
Maintained accurate records of all investments, transactions, and distributions for each account.
Analyzed investment portfolios to ensure compliance with regulatory requirements.
Performed daily reconciliations of cash positions and other assets held in the mutual fund portfolio.
Reviewed and reconciled monthly bank statements for multiple mutual fund accounts.
Executive
DTDC
Mumbai
07.2017 - 12.2017
Identified discrepancies in accounting systems and processes, and recommended changes for improvement.
Prepared audit reports outlining findings and recommendations.
Developed audit programs to review operations for efficiency, effectiveness, and compliance with regulations.
Education
MBA - Finance
Guru Gobind Singh Indraprastha University
New Delhi
06-2017
B.COM - Commerce
University of Allahabad
Prayagraj
06-2014
Skills
Business Analysis
Consulting
Financial Management
Project Management
Data Warehousing
Forecasting and planning
Data Migration
Data Modeling
Dashboard creation
Operations Analysis
Variance Analysis
KPI Tracking
BI dashboards
Salesforce CRM
Certification
Agile Business Analysis - Udemy
Analyzing and Visualizing Data with Power BI - Coursera