Vaishnavi Gupta
Pune
Summary
Results-oriented Business Intelligence Analyst with 6 years of extensive banking experience, including 3 years as Relationship Manager at HDFC Bank and 3 years as Deputy Branch Manager at Yes Bank, specializing in PowerBI and Tableau development for past 2 years.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Deputy Branch Manager & Business Intelligence Analyst
Yes Bank
Pune
08.2021 - 03.2025
- Dual role encompassing branch operations leadership and data analytics initiatives
- Leveraged IT background to spearhead implementation of PowerBI dashboards for branch performance analytics, resulting in 35% improvement in operational KPI tracking and 25% reduction in reporting time
- Developed comprehensive Tableau visualizations for loan portfolio analysis and customer segmentation, enabling data-driven lending decisions that improved portfolio quality by 15%
- Designed and implemented automated DAX-based financial reporting systems tracking key metrics including deposits, advances, NPA ratios, and profitability measures, reducing manual reporting effort by 50%
- Applied MBA finance knowledge to create sophisticated financial models for branch profitability analysis and customer lifetime value calculations
- Managed daily branch operations including vault management, compliance monitoring, and team supervision while maintaining 100% regulatory compliance across all audit parameters
Deputy Manager
HDFC Bank
05.2019 - 08.2021
- Utilized technical background to implement CRM automation and data analytics, managing high-value client portfolio worth ?20+ Crores with 95% retention rate and achieving 120% of annual targets
- Applied financial modeling expertise to conduct comprehensive analysis for 200+ corporate and HNI clients, providing tailored banking solutions that increased cross-selling revenue by 30%
- Handled investment portfolio for HNI clients
- Operational effectiveness in processing day to day branch banking duties
- Experience in adhering to audit and compliance
- Business development through cross selling investment options in equity, mutual funds and life insurance
- Experience in demat related operations and also handled locker operations
Intern
HDFC Bank
- Assisted in implementing basic segmentation algorithms under supervision to support targeted marketing initiatives
- Contributed to customer profiling activities that helped inform marketing campaign strategies
Education
MBA/PGDM -
N L dalmia Institute of management studies and research
India12.2019
B.Tech/B.E. -
Sipna Shikshan Prasarak MandalSipna College Of Engineering And Technology
India12.2017
12th - Maharashtra, English
India12.2013
10th - Maharashtra, English
India12.2011
Skills
- Python and SQL
- Data analytics and visualization
- Tableau and Power BI
- Branch and portfolio management
- Relationship management
- KYC and AML compliance
- Transaction monitoring strategies
- Enhanced due diligence practices
- KPI dashboards development
- Team leadership skills
- Statistical data analysis
Certification
- The Complete SQL Boot camp
- Certified Data Analytics
- Certified PL-300 - Microsoft Power BI Data Analyst
Projects
Digital Customer Segmentation Platform
Assisted in implementing basic segmentation algorithms under supervision to support targeted marketing initiatives. Contributed to customer profiling activities that helped inform marketing campaign strategies.
Banking analytics platform
Assisted in developing PowerBI dashboards with SQL Server integration for daily transaction monitoring and KPI tracking. Supported data analysis processes handling 5,000+ daily transactions with maintained accuracy standards. Contributed to customer churn analysis using basic statistical methods, supporting retention strategy improvements.
Languages
- English
- Hindi
- Marathi
Internship
Intern, HDFC Bank
Accomplishments
- Increased dashboard user adoption by 40% by designing intuitive and interactive Tableau visualizations
- Led successful migration of legacy reporting systems to modern BI platforms, improving data accuracy by 30%
- Top Performer Award - HDFC Bank (2 consecutive years)
- Digital Innovation Excellence - Yes Bank Branch Network
- Technology Leadership Award - Regional Recognition for BI Implementation
- Customer Service Excellence - Regional Recognition
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Deputy Branch Manager & Business Intelligence Analyst
Yes Bank
08.2021 - 03.2025
Deputy Manager
HDFC Bank
05.2019 - 08.2021
Intern
HDFC Bank
MBA/PGDM -
N L dalmia Institute of management studies and research
B.Tech/B.E. -
Sipna Shikshan Prasarak MandalSipna College Of Engineering And Technology
12th - Maharashtra, English
10th - Maharashtra, English
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