Somya Jain

Business Analyst

Bangalore, India 0+ yrs exp 87 · Excellent

About

PGDM candidate specializing in Business Analytics with hands-on experience in data analysis, market research, portfolio analytics, and performance reporting. Skilled in MS Excel, Python fundamentals, and Google Analytics, with a strong foundation in translating raw data into actionable business insights. Proven ability to manage large data sets, conduct consumer research, and support data-driven decision-making across sales, operations, and client-advisory functions.

Skills & Expertise (15)

MS Excel Intermediate

6.2/10

Years Exp

Data Analysis Intermediate

6.0/10

Years Exp

Market Research Intermediate

6.0/10

Years Exp

Cross-Functional Collaboration Intermediate

6.0/10

Years Exp

stakeholder communication Intermediate

6.0/10

Years Exp

SEO Optimization Intermediate

6.0/10

Years Exp

Google Analytics Intermediate

5.5/10

Years Exp

Insight Generation Intermediate

5.5/10

Years Exp

Business Reporting Intermediate

5.5/10

Years Exp

CRM Intermediate

5.5/10

Years Exp

Data Management Intermediate

5.5/10

Years Exp

Portfolio analysis Intermediate

5.5/10

Years Exp

Team Leadership Intermediate

5.5/10

Years Exp

Python Beginner

4.6/10

Years Exp

Power BI Beginner

4.6/10

Years Exp

Work Experience

Wealth Manager

Nuvama Wealth

Mar 2026 - Present

Analyzed client financial data and market trends to construct and manage diversified investment portfolios across Mutual Funds, Fixed Income, Structured Products, AIF, and PMS for 10+ clients. Conducted in-depth research on investment products and asset-allocation strategies to generate data-backed portfolio recommendations. Built and maintained personalized investment analysis reports using MARS software, tracking portfolio performance and presenting data-driven insights to clients. Analyzed client risk profiles and financial goals to recommend optimal product mix, contributing to ₹25L in direct investment sales.

Operations Intern

Trophykart

Jun 2025 - Sep 2025

Analyzed and managed data for 1,800+ product listings, applying SEO optimization and data-accuracy checks to improve visibility and performance. Conducted data analysis and market research to generate insights supporting sales strategy and category performance. Collaborated with cross-functional teams, using structured reporting to streamline pipeline management and improve customer-satisfaction metrics.

Management Intern

Vior Naturals

Mar 2025 - May 2025

Analyzed CRM data across 600+ client interactions to track conversion rates and refine consultative sales strategies. Built and maintained CRM reporting systems to ensure accurate tracking of client engagement and follow-ups. Led a team of 12, using data-driven scheduling and performance tracking to improve team efficiency.