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poorti yadav

poorti yadav

MBA graduate

Hyderabad, India 4+ yrs exp 90 · Outstanding

About

MBA graduate with experience in data analysis, process optimization, and business insights in the banking domain. Skilled in Excel, Power BI, and SQL, with hands-on experience in dashboarding, KPI tracking, and data-driven decision-making. Interested in e-commerce, retail analytics, and category management roles focused on driving growth and profitability.

Skills & Expertise (21)

Excel Advanced
8.3/10
5
Years Exp
Power BI Advanced
8.1/10
3
Years Exp
Requirement gathering Advanced
7.8/10
5
Years Exp
SQL Intermediate
7.5/10
3
Years Exp
Tableau Intermediate
6.1/10
2
Years Exp
Report Writing Stakeholder Management Business Storytelling Asana Jira Reporting efficiency Data Quality Management Process Improvement A/B testing Funnel Analysis Customer Segmentation KPI Tracking Dashboarding User Stories workflow optimization Process Mapping

Work Experience

Manager (PPO Holder)

HDFC Bank

Jul 2024 - Nov 2025

Streamlined RFP/RFI documentation and standardized processes, improving workflow efficiency by ~15%. Analyzed customer workflows using CRM, Flexcube, and Probe 42 datasets (1,500+ records) to identify data inconsistencies and process gaps, reducing turnaround time by ~20%. Collaborated with cross-functional teams to gather requirements and ensured process compliance and improved coordination across operations and business teams. Prepared weekly MIS reports on RM portfolio distribution (customer count, segment mix, activity levels), enabling leadership to track performance and take data-driven decisions. Tracked and assessed RM progress against monthly/quarterly targets, forecasting shortfalls and recommending customer segments or product categories to prioritize. Developed SOPs, process documentation, and workflow charts to standardize branch operations, improve customer journey efficiency, and ensure consistent process adherence across teams. Worked closely with customer portfolios and financial products, aligning insights with sales and business targets.

Management Trainee (Internship)

HDFC Bank

Apr 2023 - Jun 2023

Spearheaded a market analysis and target screening project focused on healthcare providers, identifying 20+ new business avenues with a potential to generate 15+ leads, by extracting, cleaning, and interpreting large datasets using MS Excel. Researched mutual fund schemes across equity (small, mid, large cap) and debt categories, analyzing KPIs of 5+ corporate client portfolios to identify underperforming assets worth ₹10 Cr+ and highlight risk and growth opportunities. Recommended portfolio reallocation strategies and evaluated multi-channel distribution for compliance, while reviewing reports and tracking key metrics to ensure accuracy in financial decision-making.

Analyst

Projects & Analytical Experience

Jul 2022 - Apr 2024

Built interactive dashboards using Power BI (DAX, Power Query) and Excel to track KPIs and enable data-driven decision-making. Processed and interpreted structured datasets using SQL and Excel (VBA), identifying trends, inconsistencies, and optimization opportunities. Streamlined reporting workflows, reducing manual effort and improving reporting efficiency. Conducted process analysis on onboarding workflows; created user stories and PRD documents to define system requirements. Proposed automation and API-based solutions, reducing manual effort by ~30%. Performed industry and competitive analysis (Lenskart case) using PESTLE and Porter’s Five Forces; team ranked semi-finalist (Top 1600+).

Research Analyst

Strategy & Market Research Projects

Jul 2020 - Mar 2022

Collaborated directly with senior leadership in an 8-member startup team to support strategic planning for AI-integrated drone solutions. Benchmarked 8+ domestic and European competitors using Excel-based comparative models, analyzing pricing structures, payload capacity, and feature differentiation to refine product positioning. Examined 25+ customer use cases and industry reports to identify 2 high-priority application segments for initial pilot rollout. Built financial forecasting models and sales tracking dashboards in Advanced Excel and Power BI, evaluating 3 commercial scenarios and 120+ inquiries to assess viability and conversion trends. Leveraged basic SQL queries to extract and summarize structured sales data for reporting and trend analysis. Screened potential distributors across 3 key regions by assessing demand potential and operational readiness.

Education

MBA, Finance & Marketing - IIM Sirmaur

2022 - 2024 · Afghanistan

M.Sc, Chemistry - University of Allahabad

2018 - 2020 · Afghanistan

B.Sc, Chemistry - Banaras Hindu University

2015 - 2018 · Afghanistan

Certifications

No certifications added yet

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Profile Score Breakdown

📷 Photo 10/10
📄 Resume 10/10
💼 Job Title 10/10
✍️ Bio 10/10
🛠️ Skills 20/20
🎓 Education 10/10
⏱️ Experience 15/15
💰 Rate 0/5
🏆 Certs 0/5
Verified 5/5
Total Score 90/100

Profile Overview

Member sinceMay 2026

Availability Details

Visa Status

Citizen

Relocation

Open to Relocation