Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Industrial Projects
Personal Information
Timeline
BusinessAnalyst

DAVINDERJIT KAUR

Toronto,ON

Summary

With over 8 years of experience in data-driven financial consulting and have seamlessly integrated analytics into decision-making of processes in equity, derivatives, currency, commodities, mutual funds, and insurance. Proven ability to collaborate cross-functionally and tailor solutions to customers' risk appetite, leveraging strong technical competencies in Python, Power BI, SQL, Tableau, supported by certifications in Machine Learning, Python data analysis, and SQL for Data Analysis. I am enthusiastic about applying skills and experience to contribute effectively to company tasks and showcase passion for delivering high-quality work.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Data Analyst

ICICI Securities Ltd
06.2018 - 08.2022
  • Acquired proficiency in Python and spreadsheet modeling to extract valuable financial insights from intricate datasets within the capital markets domain
  • Designed collaborative Tableau dashboards, transforming complex financial data into visually intuitive representations to facilitate informed decision-making
  • Engineered a logistic regression model tailored for the capital markets sector, aimed at optimizing customer targeting strategies and enhancing product sales within the investment landscape.

Senior Manager: Equity Relationship Group

ICICI Securities Ltd
06.2017 - 06.2018
  • Increased revenue from 155 million INR to 240 million INR from cash and equity derivatives, as well as 50 million INR from commodity and currency derivatives, expanded the customer base by 250
  • Boosted cross-selling, resulting in significant increases across bonds & ETFs, life insurance, IPO & FPO, and mutual funds by 95,125,75,280 million INR, contributing to a total rise of 80 million INR in portfolio management services
  • Demonstrated expertise in fostering long-term customer relationships and ensuring precise and secure financial transactions.

Team Leader: Equity & Currency

NG Rathi Investrades PVT Ltd
04.2016 - 10.2016
  • Managed the adherence to rules and risk management procedures while leading a group of traders in the equities and currency markets
  • Designed trading strategies, enhanced profits, and put risk management procedures into action
  • Created a strong relation with clients by offering market insights and prompt fulfillment of orders.

Executive: Retail Broking

Karvy Stock Broking Ltd
04.2014 - 09.2014
  • Delivered complete insurance packages outlining covered risks, rewards, and policy characteristics; educated clients on the risks and rewards of investing; and offered customized derivatives hedging techniques
  • Achieved 65 million INR revenue on execution of cash and derivatives transactions.

Operator: Retail Broking

Karvy Stock Broking Ltd
12.2012 - 04.2014
  • Delivered complete insurance packages outlining covered risks, rewards, and policy characteristics; educated clients on the risks and rewards of investing; and offered customized derivatives hedging techniques
  • Achieved 65 million INR revenue on execution of cash and derivatives transactions.

Back Office Executive

Green Hedge Capital
09.2011 - 12.2012
  • Proficiently managed database operations, ensuring accuracy and completeness, while executing precise financial transactions and maintaining effective client communication
  • Responsible for executing trades, analyzing market trends, and managing portfolios to maximize returns.

Education

Graduate Certificate in Predictive Analytics -

CONESTOGA COLLEGE
Kitchener, ON
04.2024

Graduate Certificate in Business Analytics -

CONESTOGA COLLEGE
Kitchener, ON
01.2023

Master of Business Administration (MBA) -

PUNJAB TECHNICAL UNIVERSITY
Amritsar,India
01.2011

Bachelor's in computer administration (BCA) -

GURU NANAK DEV UNIVERSITY
Amritsar,India
01.2009

Skills

  • Coordinate
  • Innovative
  • Investigate
  • Report
  • Support
  • Written
  • Analytical
  • Communication
  • Interpret
  • Monitoring
  • Python
  • Spreadsheet Modeling
  • Tableau
  • Logistic Regression
  • Risk Management
  • Trading Strategies
  • Financial Transactions
  • Database Management
  • Market Analysis
  • Portfolio Management
  • SQL
  • Financial Modeling
  • Data Visualization
  • Customer Relationship Management
  • Revenue Growth
  • Cross-Selling
  • Compliance
  • Market Insights
  • Data Integration
  • Data Quality
  • Data Transformation
  • Acceptance Testing
  • Analyzer

Certification

  • Machine Learning with Python: Foundations
  • Python data analysis
  • SQL for Data Analysis
  • R for Data Science: Analysis and Visualization
  • Data Science with R (Certificate)
  • NLP with Python for Machine Learning Essential Training, Data Science with R (Certificate)
  • ETL in Python and SQL

Accomplishments

  • Consistently achieved an excellent rating for yearly performance at ICICI Securities Ltd.
  • Won the Margin trading facility portfolio contest, prime contest, systematic equity plan contest, and sovereign gold bonds contest at ICICI Securities Ltd.

Industrial Projects

  • Application of Predictive Analytics for Sales of Cosmetic Clinic (2024), Conducted predictive analytics for a cosmetic clinic, utilizing data-driven insights to forecast customer preferences and behavior. Implemented targeted marketing strategies based on the analysis, resulting in a substantial increase in sales by proactively meeting client needs and enhancing overall customer satisfaction.
  • Real-Time Data Analysis of an ecommerce website (2024), Implemented a comprehensive sales enhancement project for skincare products, leveraging Google Analytics, SEO, and strategic marketing initiatives to optimize online visibility and drive increased product sales. Successfully utilized data-driven insights and targeted strategies for measurable improvements in the skincare product market.
  • NYSE (2023), Developed a Streamlit page in 2023 for the New York Stock Exchange (NYSE), enabling efficient retrieval of both technical and fundamental analysis of stocks, enhancing data-driven decision-making processes.
  • Insurance Price variation (2023), Spearheaded the development of a comprehensive healthcare charges database, utilizing advanced analytics to examine the impact of variables on pricing; identified trends and patterns to optimize healthcare and insurance strategies, resulting in increased revenue and cost savings.
  • IDBI Bank's Loan Defaulter Case Study (2017), Conducted a comprehensive case study for IDBI Bank, leveraging SAS software to analyze loan default patterns. My analysis identified critical risk factors and delivered actionable insights, paving the way for the implementation of proactive measures to significantly reduce instances of loan defaults.
  • Call Centre Data Project (2017), Comprehensive Call Centre Data Project, employing advanced analytics to analyze call center data. Through meticulous examination, I identified key customer trends and formulated strategic recommendations aimed at improving overall customer satisfaction.

Personal Information

Title: DATA ANALYST

Timeline

Data Analyst

ICICI Securities Ltd
06.2018 - 08.2022

Senior Manager: Equity Relationship Group

ICICI Securities Ltd
06.2017 - 06.2018

Team Leader: Equity & Currency

NG Rathi Investrades PVT Ltd
04.2016 - 10.2016

Executive: Retail Broking

Karvy Stock Broking Ltd
04.2014 - 09.2014

Operator: Retail Broking

Karvy Stock Broking Ltd
12.2012 - 04.2014

Back Office Executive

Green Hedge Capital
09.2011 - 12.2012

Graduate Certificate in Predictive Analytics -

CONESTOGA COLLEGE

Graduate Certificate in Business Analytics -

CONESTOGA COLLEGE

Master of Business Administration (MBA) -

PUNJAB TECHNICAL UNIVERSITY

Bachelor's in computer administration (BCA) -

GURU NANAK DEV UNIVERSITY
DAVINDERJIT KAUR