SHUBHAM BHOSALE
Mumbai
Summary
Data analysis professional with strong expertise in interpreting complex datasets, proficient in using SQL, Power BI, and Excel to extract meaningful insights and support strategic decision-making. Experienced in collaborating with cross-functional teams to drive data-driven initiatives and business growth.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Specialist - Data Analyst
Marsh Mclennan India Pvt Ltd
Mumbai City, India
11.2025 - Current
- Creating a data dictionary of insurance documents such as policies, binders, and quotes.
- Uploading documents and the data dictionary in the Doc Ingest Tool (Marsh internal tool) for extracting the fields mentioned in the documents, such as Insured Name, Perils, Policy period, etc.
Deputy Manager
Star Union Daichi Life Insurance
Mumbai, India
09.2023 - 11.2025
- Designed and developed Interactive Power BI dashboards and reports on Sales performance, Product performance of Insurance products, Penetration, Credit Life data and enabling stakeholders to make data-driven decisions
- Enabled multi-level analysis by developing channel-wise (Banca, Agency, Digital) and branch/zone-level dashboards to support regional and national sales teams.
- Created dashboards showcasing product-wise policy count, premium collected, and sum assured for senior management review
- Preparing the Insurance product dashboard for the Board meeting and review (ULIP, TULIP, and traditional products).
- Conducted monthly and quarterly trend analysis of policy sales and premium collections to support strategic planning.
- Compared Persistency across channels and identified Low Performing segments
- Integrated and transformed data from SQL Server and Excel using Power Query; wrote custom SQL queries for accurate and seamless reporting.
- Automated manual reporting processes using Power Query and DAX, reducing reporting time by over 70% and minimizing errors.
- Managed Sales Campaign Visibility, Employee Performance tracking, and fulfilled stakeholder reporting needs via Excel and PPT presentations.
- Managing Employees and Bank Contest (campaign) incentive calculation, visibility, and fulfilment.
- Managing and maintaining the LMS (Leads Management System) for insurance leads received from Bank of India (BOI) and Union Bank of India (UBI), ensuring data accuracy and timely updates.
Data Analyst
Nomura (Payroll of Teamlease service Pvt Ltd)
MUMBAI, INDIA
09.2022 - 08.2023
- Prepared and reviewed Daily, weekly, and monthly performance packs for all EMEA Business divisions
- Built Power BI Dashboards tracking revenue, expenses, budgets, Client Revenue, and P&L metrics for the EMEA region
- Utilized Pandas and NumPy to clean, transform, and analyze large financial datasets, improving data quality and reporting accuracy
- Implemented grouping, merging, filtering, and reshaping operations in Pandas to build structured data outputs for business intelligence use
- Automated repetitive data tasks using Pandas DataFrames, reducing manual effort by 60% and improving operational efficiency
- Prepared the Continental Report dashboard, providing performance analysis across France, Netherlands, and Germany etc. covering revenue and expenses
- Extracted data from Essbase (FDSL) using SQL and Power Query to develop dashboards
- Generate Business desk Performance metrics and write relevant commentary supporting to EMEA Business reports
MIS Executive
DIGI CREDIT FINANCE SREVICES PVT LTD
MUMBAI
01.2022 - 08.2022
- Assisted senior leadership teams in gathering and evaluating MIS data, aiding ongoing performance analysis
- Converting Bank Statements into the Proper Required format in Excel through Python
- Extracting Data of Dot-Matrix format into Excel through tabula-py
- Developed custom Python scripts for generating automated reports, reducing the time spent on manual data visualization.
- Extracting Data from Bank Statement and creating MIS Report
- Providing OCR Production Support to CPAs
CPA Executive
ICICI BANK (Payroll of I Process Pvt Ltd)
MUMBAI
08.2018 - 02.2020
- Handling All MIS Related Activities (HL, MORTGAGE)
- Hands-On Advance Excel Formulas (Vlookup, Pivot, Countif, Sumif, Text to Columns, IF, Trim, Etc...)
- Bank Bazaar Pre & Post Login MIS, Athena Call Center MIS.
- Prepared I Home loan MIS- Dump, Login, Sanction Disburse from Alternate days
- Maintained daily All data points (Lead) uploaded in the CRM system.
- Collects CRM Lead from Vendors (Bank Bazaar, Paisa Bazaar, 99 Acres, My loan care, My money mantra, Etc.
- Prepared and presented reports Mortgages Products such as LAP, BT to senior management for strategic planning.
- Managed a portfolio of mortgage loans, conducting regular reviews to identify sales Trend
Education
BACHELOR OF COMMERCE -
D.G Ruparel College of Arts Commerce and Science
Mumbai, MH01-2018
Skills
- Power BI and Power Automate
- Domain Knowlegde of Life Insurance Products (Term, ULIP)
- Advance Excel and VBA
- Microsoft SQL
- Python (Pandas and Numpy)
Hobbies
- Playing Cricket and football
Marital Status
- Married
Certification
- Power BI Certification from The Tools Traning Insitute Pune
- Appearing Data Science course from the Merishot Institute Bangalore
Languages
Marathi
First Language
Hindi
Proficient
C2
English
Proficient
C2
Timeline
Senior Specialist - Data Analyst
Marsh Mclennan India Pvt Ltd
11.2025 - Current
Deputy Manager
Star Union Daichi Life Insurance
09.2023 - 11.2025
Data Analyst
Nomura (Payroll of Teamlease service Pvt Ltd)
09.2022 - 08.2023
MIS Executive
DIGI CREDIT FINANCE SREVICES PVT LTD
01.2022 - 08.2022
CPA Executive
ICICI BANK (Payroll of I Process Pvt Ltd)
08.2018 - 02.2020
BACHELOR OF COMMERCE -
D.G Ruparel College of Arts Commerce and Science