Python
SACHIN KAJAVE
ANALYST
Canterbury,UK
Summary
Successfully accomplished 2nd Masters degree in MSc. Business Analytics (Finance) with 69%. Also completed 1st Masters & Bachelors in Business Management with specialization in Finance with 2: 1 grade. Having over 8 years of work experience with a foundation of data-industry knowledge in fields of Finance, Banking, Investment, Insurance and customer service. Highly versatile, quick learner and expert in data processing and insight gathering through data exploration & in analytical research to identify patterns. Excited to mine data using Programming, Statistical, and Analytical skills learned in Masters & Data-science pro-degree course. Diligent professional with solid work ethic.
Overview
8
8
years of professional experience
7
7
years of post-secondary education
3
3
Languages
Work History
Manager/Receptionist
The Greyfriars Lodge
Canterbury, England, Kent
07.2022 - Current
- Maintained accurate, complete, and up-to-date records of the Hotel's assets, liabilities, and financial status
- Generated GBP 30k in sales by maintaining good relationships with regular clients and effective satisfactory service that increased the average sale by 20%
- Constructed a welcome package for new staff and rendered a training program for them
- Maintained and checked all booking invoices and bills Scheduled, monitored, and tracked all tasks for the operations team
- Supervised activities of Housekeeping and cleaning staff and coordinated with them & client service team to ensure that they are following all procedures
- Maintained all linen movements and ordered regular breakfast stock
Wealth Finance Analyst (Signature Manager)
RBL BANK LTD
MUMBAI, INDIA
01.2021 - 07.2021
- A comprehensive data analysis was done for corporate clients and presented analysis findings in a way to achieve the goal of high-net-worth clients
- Circulated financial model reports to key stakeholders for their review and provided recommendations to new product launches (like New Fund Offers or any Insurance plans- Endowment or Money-back)
- Coordinated with the operations team and corporate office team to prioritize work for HNI clients, it helped in the reduction of escalations in the branch by 25% and improvement in customer satisfaction, resulting in a 40% increase in the overall business of the branch
- Performed financial analysis of data using Mutual Fund portal and also presented Designed-portfolio to investors resulting in 42% growth in Mutual fund business
Investment Analyst (Manager)
KOTAK MAHINDRA BANK
Mumbai, India
08.2018 - 12.2020
- Designed portfolio to control the cost of investment and provided various financial budgeting options to clients
- Utilized Visual Basic software CRM to enter interactions of customers during meetings which were used as a strong database and helpful for analyzing their current needs
- Owned, maintained, and continuously improved action trackers and business performance scorecards to get recognition from top management
- Collaborated with various Asset Management Company's representatives for PMS meetings with stakeholders which helped to increase Third Party Product business by 55%
- Monitored FTS statements &risk reports and ran analytics to extract patterns of spending of customers
- Conducted intensive market research on investment opportunities in a portfolio worth GBP 5.2 million and helped the bank to increase portfolio revenue by 30%
Consultant -Privilege Banking (Deputy Manager-II)
ICICI BANK LTD
MUMBAI, INDIA
09.2016 - 08.2018
- Developed reports and dashboards using Business banking tools and summarized them to stakeholders, corporate clients, and business owners.
- Arranged weekly meetings with Branch managers for defining and delivering strategic plans and liaised across the team to track efficiency in business
- Provided crucial reports to investment teams and planned out execution strategies using essential data and performance indicator
- Monitored the fund portfolios of wealth portfolio clients, and helped them to move their investments based on market updates and fund performance
- Enhanced value through Overseas (Non-Resident) clients and deepened portfolio by GBP 2 million through cross-selling products like Demat-Trading account, Insurance, NRI deposits, and Mutual funds business
- Educated customers on various bank payments options including I-mobile, and UPI & diverted them to use digital platform
Personal Banking Advisor (Assistant Manager)
HDFC BANK LTD
MUMBAI, INDIA, INDIA
01.2014 - 09.2016
- Handled self-developed pipelines of clients and strategized on execution with different tactics to maximize business
- Presented weekly line of business status meetings and provided status reports to cluster heads
- Developed database for lead generation, arranged society campaigns, and increased loan business by 43% with the support of different loan teams
- Researched using banking portals of Data mining and identified potential clients that resulted to achieve one of the top performers in the Insurance business (2014-15)
- Maximized Customer To Group /Income Product Holdings of classic portfolio management by 70%
Education
Master of Science - Business Analytics (Finance)
University of Kent
Canterbury, UK 09.2021 - 09.2022
MBA - Masters in Management Studies (Finance)
University of Mumbai
Mumbai, India 06.2011 - 05.2013
Bachelors - Business Management Studies (Finance)
University of Mumbai
Mumbai, India 06.2006 - 10.2010
Skills
Analytical and Detail-oriented approach
undefinedSoftware
R- Programming
SQL (MySQL)
TABLEAU
Finance with Excel
MS Office Suit (Word, Excel, PowerPoint, Outlook)
Machine learning
Data Analysis and Visualization
Google Analytics
Data Warehouse
Web Designing
Accomplishments
- Data Science Pro-degree, September 2022 (IMARTICUS Learning, Collaboration with KPMG and acknowledged by National Skill Development Corporation)
- Certification in MS Office Automation
- Certification in Web Designing
- NISM Certification of Series V-A Mutual Fund distributors certification examination
Additional Information
- Awarded with certificate and trophy from RBL bank's Regional Head & Cluster head for recognition of outstanding performance in cluster Third Party Product(TPP) drive 2021
- Appreciated by a certificate from Kotak Mahindra bank's Regional Branch Head for recognition of good performance in SIP investment 2019-20
- Appreciated by Star performance award from HDFC Branch Banking Head for recognition of good performance in TPP Investment 2015-16
- Awarded with Gold Trophy from HDFC bank Group head, Retail branch banking for Outstanding achievement in Insurance 2014-15
EXTRA CURRICULAR WORKSHOPS/COURSES
- Solar Energy Workshop (GISE Institute, Government of India)
- Gardening and Cultivation Course ( University of Mumbai)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Manager/Receptionist
The Greyfriars Lodge
07.2022 - Current
Master of Science - Business Analytics (Finance)
University of Kent
09.2021 - 09.2022
Wealth Finance Analyst (Signature Manager)
RBL BANK LTD
01.2021 - 07.2021
Investment Analyst (Manager)
KOTAK MAHINDRA BANK
08.2018 - 12.2020
Consultant -Privilege Banking (Deputy Manager-II)
ICICI BANK LTD
09.2016 - 08.2018
Personal Banking Advisor (Assistant Manager)
HDFC BANK LTD
01.2014 - 09.2016
MBA - Masters in Management Studies (Finance)
University of Mumbai
06.2011 - 05.2013
Bachelors - Business Management Studies (Finance)
University of Mumbai
06.2006 - 10.2010
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