<ul><li>Currently enrolled in Newton's Data Science certification program, which covers a wide range of topics including data analysis, machine learning, statistical modeling, and data visualization.</li><li>Through this program, I have gained strong expertise in SQL, Power BI, advanced spreadsheet applications, and statistical techniques, enabling me to leverage data effectively for informed decision-making. I am developing practical skills to guide data-driven strategies, preparing for a dynamic career in the data science field.</li><li>I have successfully completed live lectures on Advanced Excel, Power BI, SQL and have worked on Data Capstone Projects to apply my knowledge.</li></ul>

Professional Certification in Data Science

Master of Business Administration

Finance

Bachelor of Commerce

Accounting

Intermediate (Class XII)

Commerce

Matriculation (Class X)

Other

<ul><li>Successfully acquired High Net Worth Individuals (HNIs) from domestic and international markets, driving a 15% year-over-year increase in book size through new client onboarding and relationship optimization.</li><li>Collected and analysed detailed data on HNI customers during in-person meetings, enhancing client acquisition by 20%-30% through targeted marketing strategies and effective pitching of bank products.</li><li>Managed a diverse client portfolio of 400, overseeing assets under management (AUM) of ₹150 Cr, achieving a 20-30% year-over-year growth in AUM through strategic client management and retention initiatives.</li><li>Developed robust client relationships resulting in increased engagement for financial products, through effective cross-selling and upselling strategies.</li></ul>

Data Analyst

<ul><li>Utilized data analysis to identify and network with HNI and Corporate clients, ensuring high customer satisfaction and adherence to service norms in wealth management and advisory services.</li><li>Collaborated with product and strategy teams to analyse the financial needs of over 300 clients through risk profiling, delivering tailored solutions that aligned with their short- and long-term goals.</li><li>Managed a high-quality portfolio with Assets Under Management (AUM) exceeding ₹50 Crores, employing data-driven strategies to optimize asset management.</li><li>Drove a 20% year-over-year increase in CASA and a 10% increase in Fixed Deposits, contributing to an operating income of over ₹25 Lakhs while maintaining an A+ profitability rating and a Net Promoter Score (NPS) of 8.5/10.</li></ul>

<ul><li>Designed and maintained detailed spreadsheets to analyze currency exposure, quarterly revenue, and bank balances, enhancing financial insights for data-driven decision-making.</li><li>Streamlined document management processes, improving efficiency in data retrieval and storage to support operational effectiveness.</li><li>Leveraged SAP BusinessObjects to produce timely and accurate reports, delivering key data to stakeholders for informed strategic planning</li></ul>

Finance Trainee - FSO

India

Experienced and results-driven Data Analyst with over 4 years of expertise in data analysis and visualization. Strong foundation in Excel, SQL, and Power BI, with extensive hands-on experience in data cleaning, manipulation, and interpretation to support strategic decision-making. Skilled in working with diverse datasets, developing interactive dashboards, and effectively presenting insights to stakeholders. 

<ul><li>Analyzed customer behavior, churn trends, and product engagement to uncover insights, driving business growth through data-backed strategies. Investigated churn patterns across demographics (age, gender, and geography) to understand key exit drivers.</li><li>Leveraged MySQL Workbench for querying and data extraction, with Power BI dashboards and slicers to track KPIs. Explored product usage patterns to identify cross-sell opportunities, enhancing customer retention and engagement.</li><li>Provided actionable recommendations for personalized campaigns, cross-selling strategies, and rewards programs to strengthen customer loyalty and boost retention.</li></ul>

Bank Crm - Analysis

<ul><li>Conducted in-depth analysis of the Chinook Music Database using MySQL Workbench, uncovering key sales insights such as top-selling tracks, artists, and genres, both in the USA and globally.</li><li>Explored customer demographics and purchasing behaviours to assess frequency, basket size, and spending patterns, leading to actionable strategies for improving customer retention.</li><li>Evaluated the impact of promotional campaigns on sales and customer acquisition, providing data-driven recommendations for optimizing future marketing efforts.</li><li>Tools : MySql, Ms Word and Ms Powerpoint</li></ul>

Chinook Music Store Analysis

<ul><li>Conducted a comprehensive analysis of Zomato's restaurant data using Microsoft Excel, focusing on key metrics such as restaurant distribution by price range, average voter count, and customer ratings.</li><li>Structured and analysed data to identify trends across countries, highlighting potential markets for new restaurant openings with less competition.</li><li>Provided actionable insights on strategic restaurant locations, emphasizing local cuisines and optimized pricing to enhance profitability.</li><li>Utilized advanced Excel techniques, including pivot tables, array formulas, and data visualization, to present clear, data-driven recommendations for market expansion and competitive advantage.</li><li>Tools : Ms Excel, Ms Word and Ms Powerpoint</li></ul>

Roshan ChawlaIndia

Social Accounts

Achievements

Projects

Bank Crm - Analysis

Chinook Music Store Analysis

Zomato Restaurant Analysis

Experience

Data Analyst

Data Analyst

Finance Trainee - FSO

Education

Bharati Vidyapeeth University

Delhi University

CBSE Board

CBSE

Certificates

Professional Certification in Data Science

Skills