A result-driven data professional with wide experience in data engineering, analytics, reporting & visualization, data stewardship, business process simplification and automation that contributes to business strategies and initiatives for market growth and better client experience; an innovative thinker, analytical problem solver, multitasking team player, able to work in fast-paced environments, completing deliverables on time.
Overview
14
14
years of professional experience
Work History
Senior Manager – Strategic Data & Analytics
Canadian Private Banking, RBC
10.2020 - Current
Provide actionable insights to support strategic decisions/business cases through deep dive & leveraging advanced analytics.
Develop and maintain Private Banking critical reports, dashboards, statistical trends & analysis to support the Private Banking business.
Govern and maintain PB data and ensure data quality, integrity and security and its responsible usages.
Support cross-functional teams with various data analytics & Dashboard reporting.
Coach and train the team members in SAS and SQL scripting, debug the code, and maintain a high level of coding hygiene and data validation
Few major accomplishments:
Data Hub: Have designed, built & implemented DH architecture for PB and established a single source of data in Data Lab, resulting speedy & accurate delivery of dashboard, reports & analytics.
SAS Macro Library: Have built a generalized SAS macro library for ease of coding & data consistency which is being used by all the team members
MCL: Have developed a robust process to maintain PB universe/MCL (Master Client List)
Rebate Engine: As part of re-pricing strategy, have designed the framework and built, and implemented a process to prepare the list of Households eligible for rebate
TRB (Total Relationship Balance): As part of re-pricing strategy, have designed the Framework and built, and implemented a process to prepare to identify the balance (from cross functional entities) to adjudicate Household for rebate.
Mortgage Overview Dashboard: Have designed & built a comprehensive Mortgage (Upcoming Renewal & Renewed) Dashboard for Leaders
Non-Resident Household/Client Dashboard: Have designed & built the dashboard to present the profile & financials for NR households & clients and QoQ comparative analysis.
COB (Client On-Boarding) ETL: Have built a process to extract data from EDL to SAS.
HSBC Integration: Successfully integrated HSBC households into PB householding universe and provided various analytics on financials growth perspective, profile mismatch for corrective action and the post LD1 attrition scenario by client/product, etc.
Supported HEF business to grow through data analytics and process simplification
Designed, developed & deployed Automated Mortgage Retention Client Treatment Plan (CTP) program, contributed achieving monthly 92% mortgage retention rate; also played an important role in designing & preparing MMD (Maturing Mortgage Dashboard) backend database
Designed, developed & deployed Automated Mortgage Fulfillment process for client’s incentive, achieving 35% YoY increased in inbound lead volume, 38% increased on FTHB funded volume), better client experience, OMNI reporting and provided info to MS for transparency & facilitates additional positive engagement with client.
Designed & built MWP Personalized Mortgage Welcome Video program which received the GOLD award in 2017 from CMA (Canadian Marketing Association)
Designed, developed & deployed Automated process for a mini DATAMART to capture all new mortgages to support & facilitate quick turnaround of fulfillment and marketing campaigns.
Provided deep dive analysis on client behavior & visualization on campaign progress reports.
Streamlined decision-making processes to enhance client interactions and operational efficiency.
Trained colleagues to ensure consistency in executing decision management protocols.
Analyzed client feedback data to identify areas for improvement and drive strategic initiatives.
Supported HEF & Personal Lending business in Campaign design & Execution; Revamped the RCL campaign, Designed, developed & deployed Indirect Lending Campaign (IL2 for Hyundai), etc.
Provided deep dive analysis on client behavior & visualization on campaign progress reports.
Education
MBA - Digital Technologies Management
Royal Roads University
BC, Canada
Business Analyst Master’s Certificate -
Schulich School of Business, York University
Toronto, ON
Skills
Teradata, Tableau, SAS EG, SQL Server, Snowflake Snowsight, Python, JSON, SAP Information Design Tool & Web Intelligent, Hummingbird, Webfocus, MS Office, etc
Associate Director - Practice Management at RBC Royal Bank Personal And Commercial BankingAssociate Director - Practice Management at RBC Royal Bank Personal And Commercial Banking