TANIYA KAPOOR

[email protected] • +918171994789 • Bareilly

PROFESSIONAL SUMMARY

Results-driven Wealth Manager at ICICI Bank with expertise in investment advisory, portfolio management, and client relationship building. Skilled in financial analysis, data interpretation, and risk assessment with strong interest in fintech. Proficient in financial modeling, market research, and leveraging data insights to optimize decision-making. Seeking opportunities as Data Analyst or Financial Analyst to apply analytical skills and banking experience in technology-driven financial services.

WORK EXPERIENCE

Deputy Manager-II
01/2022 - Present
ICICI Bank Ltd. – Bareilly , Bareilly
• Manage and grow relationships with High Net Worth Individual (HNI) clients, ensuring superior service and portfolio performance.
• Provide investment advisory and financial planning solutions across asset classes, aligned with client risk profiles and long-term goals.
• Drive asset and liability growth by cross-selling banking, investment, and insurance products, consistently achieving revenue targets.
• Conduct portfolio reviews, risk assessments, and financial analysis to optimize client investments and maximize returns.
• Collaborate with product, operations, and service teams to deliver seamless client experiences and customized financial solutions.
• Maintain compliance with regulatory standards while ensuring high levels of client satisfaction and retention.
Finance Executive
08/2019 - 11/2021
B.L. Agro Industries Limited – Bareilly , Bareilly
• Managed accounts payable and receivable processes ensuring accurate financial reconciliation.
• Prepared financial reports, working papers, and supporting documentation for internal reporting.
• Assisted with budgeting activities and financial record management.
• Supported audit preparation through accurate ledger entries and documentation.

EDUCATION

M.Com.
01/2018 - 01/2020
MAHATMA JYOTIBA PHULE ROHILKHAND UNIVERSITY , Bareilly GPA: 7.0
MBA
01/2017 - 01/2019
APJ ABDUL KALAM TECHNICAL UNIVERSITY , Lucknow GPA: 8.2
B.Com.
01/2014 - 01/2017
MAHATMA JYOTIBA PHULE ROHILKHAND UNIVERSITY , Bareilly GPA: 6.5

SKILLS

Technical Skills: Python, Pandas, NumPy, Financial Modeling, Data Analysis
Soft Skills: Leadership, Communication, Analytical Thinking, Team Collaboration, Problem Solving
Tools: Power BI, Advanced Excel, Tableau, SQL, R
Other: Wealth Management, Risk Assessment, Financial Analysis, Portfolio Management, Certified Financial Planner

PROJECTS

Portfolio Performance Dashboard
Technologies: Power BI, Excel, VBA, SQL
• Developed a comprehensive Portfolio Performance Dashboard to streamline portfolio management and enhance decision-making for financial analysts
• Utilized Power BI for data visualization, enabling real-time insights into portfolio performance metrics, resulting in a 30% reduction in reporting time
• Implemented advanced Excel formulas and VBA scripts to automate data aggregation, improving accuracy and efficiency by 25% and increasing user adoption among analysts by 40%
Financial Data Analysis
Technologies: Python, Tableau, SQL, Pandas, NumPy
• Led a comprehensive financial data analysis project aimed at optimizing wealth management strategies for high-net-worth clients
• Utilized Python for data manipulation and analysis, and Tableau for visualizing insights, resulting in a 30% increase in client engagement through tailored investment recommendations
• Collaborated with cross-functional teams to integrate real-time market data, enhancing decision-making processes and improving portfolio performance by 15%
Sales Trend Visualization
Technologies: Power BI, DAX, Data Modeling, SQL, Excel
• Developed an interactive sales trend visualization dashboard using Power BI to analyze and present sales data over multiple quarters, addressing the need for actionable insights in sales performance.
• Implemented DAX calculations and data modeling techniques to enhance data accuracy and visualization clarity, resulting in a 30% reduction in reporting time for sales teams.
• Collaborated with cross-functional teams to gather requirements and iteratively improved the dashboard based on user feedback, leading to a 40% increase in user adoption among sales representatives.

CERTIFICATIONS

NISM Series V- Mutual Fund Distributor
IRDA Certified

Similar Resumes You May Like

ATTIQ UR REHMAN

Deputy Director (E&M) Koto and Lawi Hydropower Projects

ATTIQ UR REHMAN

Deputy Director (E&M) Koto and Lawi Hydropower Projects

Lorraine McIntyre-Copeland

Bursar

VANSHDEEP SINGH BEWLI

Assistant Manager, ERP, EHSF & Sustainability (Flight Safety)

AKALYA K

AI Full Stack Development Intern