BFSI Digital Transformation & Business Analytics Portfolio
BFSI Domain Consulting Services
Retail Banking · HNI/Affluent Banking · Wealth Management · Bancassurance · Insurance Distribution · CASA · Lending · Cards · Priority Banking
Business Analysis & Product Consulting
BRD / FRD / PRD / SRS · Requirement Gathering · Gap Analysis · User Story Mapping · Customer Journey Mapping · Stakeholder Workshops · UAT Governance
Digital Transformation
HNI Digital Onboarding · CRM Modernisation · Customer 360 · Omnichannel Banking · Core Banking (Finacle/Flexcube) · API Workflow Design · Digital Adoption
Business Analytics
Power BI (DAX/PQ) · SQL · Excel Macros · Python · Tableau · KPI Frameworks · Revenue Analytics · Customer Segmentation · Churn Analytics · Executive MIS
Performance Marketing
Google Ads · Meta Ads (FB/IG) · LinkedIn
Marketing · SEO/SEM · Email Marketing ·
Content Strategy · GA4 · Funnel Optimisation · Conversion Rate Optimisation
Design & Video Production
Canva · Adobe Photoshop · Pitch Deck Design · Brand Identity · Social Media Creatives · Adobe Premiere Pro · Reels/Shorts · Explainer Videos
Customer Success & CX
Customer Lifecycle Management ·
NPS/CSAT/CES · Customer Health Score · Voice
of Customer · Retention Strategy · Escalation
Governance · Service Recovery
Delivery & Governance
Agile / Scrum · UAT Planning · JIRA · Process Reengineering · RCA · SOP Design · Workflow Automation · Continuous Improvement
Business Analysis
Requirement Gathering
Stakeholder Management
UAT
Power BI (DAX, Power Query)
SQL (MySQL)
Advanced Excel / VBA Macros
Tableau
Python (Pandas, NumPy)
Google Analytics 4 (GA4)
Executive MIS Reporting
Power Query / ETL
Flexcube (Oracle)
CRM Platforms
Digital Banking Platforms
Workflow Automation Tools
Insurance Proposal Portals
Agile
Digital Marketing
Video Editing
Graphic Designing
What We
Deliver
- Trusted Industry ExpertiseWith extensive experience across Banking, Financial Services, Insurance, Customer Success and Business Analytics, I bring together domain expertise and technology-driven consulting to solve real business problems. Our practical approach focuses on delivering measurable impact, stronger customer relationships and long-term business transformation rather than theoretical recommendations.
- Data-Driven Decision MakingWe transform complex business data into actionable insights using Business Intelligence, customer analytics, KPI frameworks and performance dashboards. Our analytical approach enables organisations to identify growth opportunities, optimise business performance, reduce operational risks and make informed strategic decisions with confidence.
- High StandardsAt MannDigiWorld, excellence is the benchmark for every engagement. Every recommendation, strategy and solution is backed by industry expertise, analytical thinking and measurable business outcomes. I focus on delivering practical, scalable and value-driven solutions that help organizations improve operational efficiency, strengthen customer relationships and achieve sustainable growth across the BFSI ecosystem.
- Focus on PeopleSuccessful transformation begins with understanding people. We place customers, employees and stakeholders at the center of every business decision by combining customer insights, behavioural analytics and domain expertise. This people-first approach helps businesses create meaningful customer experiences, improve engagement and build long-term trust through data-driven decision-making.
- Different ThinkingComplex business challenges require fresh perspectives. We combine deep BFSI domain knowledge with modern analytics, digital transformation and customer-centric strategies to uncover opportunities that traditional approaches often overlook. By challenging conventional thinking, we help businesses innovate faster, optimise processes and create sustainable competitive advantages.
- Business InnovationInnovation is more than adopting new technology – it’s about creating measurable business value. I help organisations with modernised banking and insurance operations through digital transformation, business analytics, automation, customer success strategies and intelligent decision-making. Every solution is designed to improve efficiency, accelerate growth, and deliver exceptional customer experiences.
Certifications
2023
IRDAI Insurance Advisor
Insurance Regulatory & Dev. Authority
of India.
Active Certification
2023
AMFI Mutual Fund Distributor
Association of Mutual Funds in India (ARN) SEBI Backed. Active Certification
2026
Microsoft PL-300 Power BI
Microsoft Certified Data Analyst
In Progress (Q3 2026).
2026
PSM I — Scrum Master
Scrum.org Professional Certification Pursuing (2026)
2023
C-Suite MIS Adoption
Power BI Dashboards – IndusInd Bank & HDFC Bank (2023–2025)