Roshan Chawla

Data Analyst

Deutsche Bank AG•  July 2022 - Present•  Delhi

Successfully acquired High Net Worth Individuals (HNIs) from domestic and international markets, driving a 15% year-over-year increase in book size through new client onboarding and relationship optimization. Collected and analysed detailed data on HNI customers during in-person meetings, enhancing client acquisition by 20%-30% through targeted marketing strategies and effective pitching of bank products. Managed a diverse client portfolio of 400, overseeing assets under management (AUM) of ₹150 Cr, achieving a 20-30% year-over-year growth in AUM through strategic client management and retention initiatives. Developed robust client relationships resulting in increased engagement for financial products, through effective cross-selling and upselling strategies.

Data Analyst

ICICI Bank Ltd.•  March 2021 - May 2022•  Delhi

Utilized data analysis to identify and network with HNI and Corporate clients, ensuring high customer satisfaction and adherence to service norms in wealth management and advisory services. Collaborated with product and strategy teams to analyse the financial needs of over 300 clients through risk profiling, delivering tailored solutions that aligned with their short- and long-term goals. Managed a high-quality portfolio with Assets Under Management (AUM) exceeding ₹50 Crores, employing data-driven strategies to optimize asset management. Drove a 20% year-over-year increase in CASA and a 10% increase in Fixed Deposits, contributing to an operating income of over ₹25 Lakhs while maintaining an A+ profitability rating and a Net Promoter Score (NPS) of 8.5/10.

Retainer in Finance Team

Coforge Ltd.•  January 2020 - February 2021•  Greater Noida

Designed and maintained detailed spreadsheets to analyze currency exposure, quarterly revenue, and bank balances, enhancing financial insights for data-driven decision-making. Streamlined document management processes, improving efficiency in data retrieval and storage to support operational effectiveness. Leveraged SAP BusinessObjects to produce timely and accurate reports, delivering key data to stakeholders for informed strategic planning.

Management Trainee

JM Financials Services Ltd.•  August 2019 - January 2020•  Delhi

Developed brand awareness by arranging meetings with company founders to explore potential business opportunities. Participated in the client acquisition process, contributing to the growth of the client base. Enhanced team productivity and efficiency by providing support during periods of manpower shortage. Acquired knowledge in various aspects of delivering professional services to clients.