mitali agrawal
Finance postgraduate
About
Finance postgraduate with experience in data analysis and reporting, skilled in Excel, SQL, Python and Power BI to derive insights from structured data. Ready to contribute in FinTech innovations and technology-driven financial services.
Skills & Expertise (11)
Work Experience
Growth Executive Intern
Aditya Birla Sun Life Insurance
May 2025 - Jul 2025
Conducted client financial profiling and need analysis for suitable financial product recommendations. Analysed client income patterns, risk appetite, and financial goals to support advisory discussions. Assisted in financial planning discussions and client engagement activities.
Data Analyst
InfoCepts
Aug 2022 - Dec 2022
Collected, cleaned, and validated large datasets using SQL and Excel for reporting and analysis. Designed dashboards and reports to track key business performance metrics. Identified trends and data inconsistencies to improve reporting accuracy and decision-making. Supported senior stakeholders with data preparation, reporting, and analytical insights.
Education
MMS in Finance - Thakur Institute of Management Studies and Research
2024 - 2026 · Afghanistan
B.E. in IT - Sipna College of Engineering and Technology
2018 - 2022 · Afghanistan
XII in General Science - Usha Bai Deshmukh Jr. College
2017 - 2018 · Afghanistan
X - City High School
2015 - 2016 · Afghanistan
Certifications
Financial Modelling Certification
Imarticus Learning · 2026
Investment Banking Certification
Imarticus Learning · 2026
NISM Series VIII – Equity Derivatives Certificate
NISM · 2025
Advance Excel
Imarticus Learning · 2025
Power BI
Imarticus Learning · 2025
Mastering FinTech
· 2025
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Skills (11)
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