Rohit Verma
Mumbai
Summary
Dynamic Senior Portfolio Manager with YES Bank Ltd, skilled in data reporting and visualization. Proven track record in enhancing operational efficiency through actionable insights and interactive dashboards. Adept at stakeholder communication and training, driving team performance and achieving sales targets while ensuring compliance with high standards.
Overview
4
4
years of professional experience
Work History
Senior Portfolio Manager
YES Bank Ltd
Mumbai
02.2023 - Current
- Business Insights and Decision Support: Conducted data-driven analysis to provide actionable insights, improving operational efficiency and business performance.
- Financial Analysis: Collaborated with the finance team to analyze departmental P&L statements, identifying key growth drivers and financial trends.
- Data Reporting & Visualization: Prepared detailed data reports and executive presentation decks using MS Excel, Word, and PowerPoint to support strategic decision-making.
- Stakeholder Communication: Liaised with upper management and cross-functional teams to present data findings, and drive data-informed strategies.
- Dashboard Developments: Designed and maintained interactive dashboards in Tableau for real time data visualisation and performance tracking
Planning Manager
Chaitanya India Fin Credit Pvt Ltd
Bengaluru
08.2022 - 02.2023
- Tracked and reported project progress directly to the MD, ensuring transparency and timely decision-making.
- Monitored and analyzed emerging market trends, identifying opportunities for growth and innovation.
Area Manager
Chaitanya India Fin Credit Pvt Ltd
Agra
08.2021 - 08.2022
- Led and managed a high-performing team of 20 people, ensuring optimal productivity and goal alignment.
- Consistently achieved monthly sales targets and built a 5 crore portfolio across 4 branches.
- Recruited, trained, and developed sales staff.
- Ensured strict compliance with SOPs and audit requirements, maintaining high standards of due diligence in all operational processes.
- Monitored sales performance metrics and implemented improvement strategies.
Education
Post Graduation Diploma in Rural Management -
Institute of Rural Management Anand (IRMA)
Anand, Gujarat05-2021
Bachelor of Science -
Institute of Hotel Management
Bhopal06-2017
Skills
- Data reporting
- Data visualization
- Training and development
- Dashboard development
- Stakeholder communication
- MS Excel, Word, PowerPoint
- Tableau
Timeline
Senior Portfolio Manager
YES Bank Ltd
02.2023 - Current
Planning Manager
Chaitanya India Fin Credit Pvt Ltd
08.2022 - 02.2023
Area Manager
Chaitanya India Fin Credit Pvt Ltd
08.2021 - 08.2022
Post Graduation Diploma in Rural Management -
Institute of Rural Management Anand (IRMA)
Bachelor of Science -
Institute of Hotel Management
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