C-Suite Executive MIS & Analytics Platform

Power BI analytics consultant icon for Analytics & Customer Insights

Year

2023

Role in project

Business Analytics Lead & MIS Manager

Clients

HDFC Bank & IndusInd Bank

ABOUT THE PROJECT

Senior leadership lacked real-time visibility into RM/branch performance, CASA
growth, wealth penetration and insurance KPIs – strategy was delayed by 12+
hours of weekly manual Excel reporting.

Automated weekly and monthly reporting templates

Created KPI frameworks with
leading and lagging indicators

Conducted monthly C-suite analytics briefingsT

rained stakeholders on dashboard use

Role & Results

Business Analytics Lead & MIS Manager – designed Power BI dashboards
integrating live Finacle and CRM data, built Excel macro models for goal-based
financial planning and target tracking.

+15%

Cross -sell hit rate

100%​

branch performance visibilty

Weekly Review

C-Suite Adopted