Ranjith Mohan M
Business Analyst
Kochi,KL
Summary
Data-driven analytics professional with experience in financial services reporting and dashboard development. Expert in Excel (Advanced Functions & PivotTables) and proficient in Tableau for transforming complex data into actionable insights. Skilled in creating performance dashboards, and delivering data visualizations that drive business decisions. Strong background in Microsoft Office suite applications with experience in Tableau, Power BI, SQL, and Microsoft Azure for Bug tracking.
Overview
2
2
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
4
4
Languages
Work History
Business Analyst
Geojit Financial Services Limited
11.2023 - Current
- Created dynamic Excel reports using PivotTables and advanced formulas (VLOOKUP) to track mutual fund AUM.
- Built Tableau dashboards to visualize sales performance and customer segmentation. Supporting leadership in strategic decision-making.
- Developed Basic Power BI dashboards for Fundsgenie platform analytics.
- Fundsgenie platform operations across India, from requirement gathering to stakeholder coordination and performance monitoring.
- Conduct manual testing, functional testing, and User Acceptance Testing (UAT) to ensure platform reliability and performance.
- Manage and enhance the Geojit Financial Services chatbot for customer and internal support automation.
- Administer the Mutual Fund Dealer Terminal, facilitating internal operations for fund dealing and employee tools.
- Oversee the SPICE module, enabling employees to manage client financial data and records securely.
- Collaborate with cross-functional teams for seamless IT coordination and implementation of tech-driven enhancements.
- Perform UI/UX testing to validate design improvements, ensure usability, and align interfaces with business goals.
- Provide ongoing support to internal employees, addressing technical issues and process clarifications.
- Utilize Microsoft Azure for bug tracking and workflow management.
Junior Data Analyst (Internship)
Soften Technologies
06.2023 - 11.2023
- Built SQL data pipelines to automate extraction from multiple sources, enabling fresher insights for weekly business reviews.
- Created Tableau dashboards visualizing sales performance, aiding leadership in identifying growth opportunities.
Education
MBA - Retail Management
Bharathiar University
Coimbatore, India 01.2022 - 12.2023
Bachelor of Arts - Computer Applications
AJK College of Arts And Science
Coimbatore, India 05.2018 - 04.2021
Skills
Microsoft Excel (Advanced Functions & PivotTables)
Report Generation & Dashboarding
Tableau (Dashboards & Visualizations)
Power BI (Basic Dashboards & Visualizations)
SQL (Basic Queries for Data Collection)
Microsoft 365
Business Analysis & Requirement Gathering
Manual, Functional & UAT Testing
UI/UX Evaluation & Feedback
Stakeholder Management & Communication
Microsoft Azure (Bug Tracking)
Internal Tool & Chatbot Management
Problem Solving
Certification
Data Science With AI
Timeline
NISM-Series-V-A: Mutual Fund Distributors
11-2024
NISM Series VII - Securities Operations and Risk Management
06-2024
Business Analyst
Geojit Financial Services Limited
11.2023 - Current
Junior Data Analyst (Internship)
Soften Technologies
06.2023 - 11.2023
Data Science With AI
12-2022
MBA - Retail Management
Bharathiar University
01.2022 - 12.2023
Bachelor of Arts - Computer Applications
AJK College of Arts And Science
05.2018 - 04.2021