Business Analyst with 2+ years in banking operations, financial analysis & data analysis
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Assessing your cultural and operational fit
Detail-oriented professional with 2+ years of experience in banking operations, loan processing, financial analysis, and client relationship management. Skilled in analyzing ITR documents, financial data, and customer profiles. Transitioning into a Business Analyst / BFSI Analyst role with a strong foundation in data analysis, Excel-based reporting, and stakeholder coordination.
Diploma in Civil Engineering
Diploma · Civil Engineering
N/A – June 30, 2017
CSDAV Schooling
Schooling
N/A – May 31, 2014
Bachelor of Engineering
Bachelor of Engineering · Civil Engineering
N/A – June 30, 2021
BL finpro
Sales Executive – Business Loans
February 1, 2023 – Present
India
Global Healthcare Billing Partner
AR Caller
May 1, 2022 – November 1, 2022
India
Red Brick Construction
Plumbing Supervisor
April 1, 2021 – December 1, 2021
India
Loan Eligibility Analysis Dashboard (Excel Project)
June 18, 2026 – Present
Developed an Excel-based dashboard to analyze customer loan eligibility using financial inputs such as income, expenses, and credit score. Used Pivot Tables, VLOOKUP, and data visualization to generate insights on approval rates. Helped simulate decision-making for loan approvals and risk assessment. Created automated input templates to reduce manual effort and improve data consistency.
Bank Customer Data Analysis (SQL Project)
June 18, 2026 – Present
Established and analyzed a sample banking dataset using SQL queries. Performed data filtering, joins, and aggregations to identify high-value customers and loan trends. Generated reports to support business decisions and improve targeting strategies. Optimized SQL queries for faster data retrieval and efficient reporting.
Financial Data Reporting and Insights (Excel)
June 18, 2026 – Present
Designed reports to track customer financial data and loan processing status. Executed data cleaning, validation, and analysis to improve data accuracy. Provided actionable insights to optimize loan approval workflows. Built dynamic dashboards for real-time tracking of key performance metrics.
Cultural Fit Analysis
The candidate's background in civil engineering followed by a transition into financial services and data analysis shows adaptability and a willingness to learn new domains. The personal projects in Excel and SQL indicate self-driven learning and initiative. The experience in different roles (Sales Executive, AR Caller, Plumbing Supervisor) suggests a diverse work attitude and ability to collaborate across various teams, which contributes positively to cultural fit.
Soft Skills & Operational Fit
The candidate demonstrates good communication skills through their project descriptions and professional experience, particularly in client interaction and stakeholder coordination. Their experience in sales and AR calling suggests an ability to handle pressure and resolve issues. The project diversity indicates a proactive approach to learning and applying analytical skills, which aligns with operational effectiveness.