Kiran Patil

• Supported the Sales and Marketing teams by providing MIS reports, dashboards, and analytics to
track performance and key business metrics.
• Analyzed sales and client data to identify trends, challenges, and opportunities, and shared
insights to help management improve strategy, processes, and campaigns.
• Built and maintained accurate datasets, ensured data quality, de-duplication, and reliable
reporting for regular management reviews.
• Created accurate reports and presentations for senior management on a monthly, quarterly, and
annual basis.
• Used analytics tools and technology to combine data from different teams such as Sales,
Marketing, HR, IT, and Operations for better business insights.
• Collaborated with cross-functional teams to streamline data processes and improve decision
making.
• Developed automated reporting workflows improving efficiency and reducing manual effort.
• Performed data validation, cleansing, and quality checks to ensure accuracy of business-critical
reports.
• Managed sales performance tracking, MIS processes, and surveys related to Sales MIS.

SBI Funds Management
• Led the Business Intelligence and Data Analytics function, managing data integration,
automation, and reporting using Power BI and SSRS.
• Collaborated with cross-functional teams to translate business requirements into scalable
technical solutions and maintained BRD/FRD under an Agile framework.
• Conducted UAT for reports, incorporated business feedback, and drove improvements in data
quality, access, and governance.
• Demonstrated strong domain knowledge in financial data, Mutual Funds, PMS, and AIFs.

Led the production and accuracy maintenance of actuarial data, ensuring its timely availability for
informed decision-making. Spearheaded data analysis initiatives with SQL and Excel, reducing errors
and enhancing financial reporting precision, while conducting comprehensive analysis and modeling
to optimize processes and achieve heightened operational efficiency and cost savings.

Led group pricing initiatives, collaborating with teams to optimize pricing strategies through data
analysis. Communicated with cross-functional teams to ensure accurate quotations, provided data for
Accounting Valuation tests, generated MIS reports, and utilized data visualization and statistical
analysis for accurate and confidential decision-making.

Conducted qualitative data analysis and liability calculations for pension and retirement plans,
ensuring compliant with government forms, while also preparing accounting disclosures in adherence
to regulations and utilizing data visualization and statistical analysis techniques