Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Languages
Personal Information
Timeline
Generic
SUMIT SANDEEP YADAV

SUMIT SANDEEP YADAV

Summary

I believe in smart work, cost mitigation, and productive utilization of man-hours. Goal-driven and skilled in prioritizing and completing tasks.

Overview

8
8
years of professional experience

Work History

Manager- MIS & Analytics

Aditya Birla Capital
04.2023 - Current
  • Managing end-to-end channel mapping and ensuring accurate data flow across all reporting systems.
  • Responsible for Business Development dashboard management and weekly updates, enabling timely performance tracking and business insights.
  • Designed MIS policies to ensure data security and compliance for internal stakeholders to support strategic decision-making.
  • Handling DICE (Distributor Incentive & Commission Engine) portal - including entry of distributor brokerage tie-ups, ensuring accuracy of brokerage rates, and sharing structures with channel managers as needed.
  • Providing ad-hoc data and reports to management and field teams as per business requirements.
  • Ensuring accuracy, timeliness, and ownership in critical reporting and operational tasks.
  • Redesign MIS frameworks to automate reporting, reducing manual effort by 30%.
    • Collaborate with data science teams to implement software upgrades for BI tools.

Assistant Manager

ICICI Securities Ltd.
04.2021 - 03.2023
  • Developed and delivered high-quality, detailed reports, dashboards, and presentations for both internal and external business reviews and meetings, enabling effective data-driven decision-making.
  • Designed a comprehensive employee performance review model for the sales team, which contributed significantly to business growth - resulting in the opening of over 6,000 new accounts in FY 2021-22.
  • Integrated and transformed data from multiple sources using tools such as Excel, Impala, SAS, and Power BI to support business analysis and generate actionable insights.

Sr. MIS Executive

DBS Bank
09.2017 - 02.2021
  • Generated a comprehensive set of daily, weekly, and monthly MIS reports, including Call Tracker, Revenue Flowchart, Account Planning, Portfolio Tracking, Loan Asset Estimates, Asset Reconciliations, and LMS dashboards.
  • Developed an automated Call Tracker system for Relationship Managers to log meetings and generate weekly business estimates, helping track team performance and forecast portfolio growth.
  • Created and deployed a Lead Management System (LMS) to streamline customer interactions and internal communication, playing a key role during the DBS Bank - Lakshmi Vilas Bank merger transition.

Education

M. Com -

University of Mumbai
01.2020

B. Com -

University of Mumbai
01.2017

Skills

  • Master In Excel
  • Data Analytics
  • Reporting automation
  • Process optimization
  • Stakeholder engagement
  • Strategic decision-making
  • Problem solving
  • Expectation setting

Accomplishments

  • Star Performer at ICICI Securities, 10/01/22
  • Quarter Champ of Q4 at DBS Bank, 06/01/19

Hobbies and Interests

  • Traveling
  • Swimming
  • Music

Languages

  • English
  • Hindi
  • Marathi

Personal Information

Date of Birth: 12/22/94

Timeline

Manager- MIS & Analytics

Aditya Birla Capital
04.2023 - Current

Assistant Manager

ICICI Securities Ltd.
04.2021 - 03.2023

Sr. MIS Executive

DBS Bank
09.2017 - 02.2021

M. Com -

University of Mumbai

B. Com -

University of Mumbai
SUMIT SANDEEP YADAV