YASH KUMAR SINGH
Nashik
Summary
Results-driven finance professional with hands-on experience in data analysis, credit evaluation, and stakeholder management within the banking sector. Skilled in interpreting financial data, generating actionable insights, and optimizing business processes to improve performance. Proven ability to manage B2B relationships, lead teams, and drive revenue growth through data-backed decisions. Proficient in Excel and Power BI with a strong interest in transitioning into Business Analyst and Financial Analyst roles in the IT domain.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Auto loan Manager
HDFC
Ahmedabad
01.2025 - Current
- Managed B2B partnerships with automobile dealers, driving loan sourcing and business growth.
- Analyzed customer financial profiles and ensured compliance with credit and risk policies.
- Tracked performance metrics and generated reports using Excel for data-driven decision-making.
- Coordinated with cross-functional teams to streamline loan processing and improve efficiency.
- Led a team of 6 members while optimizing dealer payouts and enhancing overall business performance.
Elite Relationship Manager
Kotak Mahindra Bank
Ahmedabad
05.2023 - 10.2024
- Managed a ₹30 Cr portfolio of HNI clients, achieving 95% retention through personalized financial solutions.
- Performed data analysis using advanced Excel to identify trends and support business decision-making.
- Utilized Salesforce CRM and Finacle for efficient client management, transaction processing, and workflow optimization.
- Analyzed client behavior to drive cross-selling opportunities and generate additional revenue.
- Conducted risk assessments and ensured compliance with regulatory standards across all transactions.
Management Intern
India Infoline
Mumbai
05.2022 - 09.2022
- Worked in Portfolio Management Services.
- Conducted market research and monitored stock trends to identify investment opportunities.
- Used Excel and digital tools for financial planning and portfolio tracking.
- Collaborated with senior managers to develop personalized investment strategies for clients.
- Return and risk calculations of the portfolio, and giving advice to the client.
Education
MBA Tech - Finance
MPSTME, NMIMS
Mumbai05-2023
B.Tech - Mechanical Engineering
MPSTME, NMIMS
Mumbai05-2023
XII -
SYMBIOSIS
Nashik05-2018
X -
PODDAR INTERNATIONAL SCHOOL
Nashik05-2016
Skills
- Excel
- Technical Analysis
- Fundamental Analysis
- Power BI Desktop
- Communication and interpersonal
- Time Management
- Leadership
- Critical Thinking
Certification
- Strategic planning foundation
- Financial modelling foundation
- Advance Excel
- Excel for Business Analysts
Personal Information
Date of Birth: 05/29/00
Achievements Participations
- Increased client retention by 20% through personalized account management strategies.
- Achieved 30% revenue growth by identifying and capitalizing on upsell opportunities.
- Member of ASME (American Society of Mechanical Engineering).
Timeline
Auto loan Manager
HDFC
01.2025 - Current
Elite Relationship Manager
Kotak Mahindra Bank
05.2023 - 10.2024
Management Intern
India Infoline
05.2022 - 09.2022
MBA Tech - Finance
MPSTME, NMIMS
B.Tech - Mechanical Engineering
MPSTME, NMIMS
XII -
SYMBIOSIS
X -
PODDAR INTERNATIONAL SCHOOL