I am having 3+ years of experience in analyzing datasets and managing data over excel. I have experience Working for Reputed Bank Channel partner to handle operations and Reporting.

I am having 3+ years of experience in analyzing datasets and managing data over excel. I have experience Working for Reputed Bank Channel partner to handle operations and Reporting of day – to – day reports to various Bankers of Various zones including DM, RM, Sales Manager, Zonal Head, etc.

REPORTS PREPARATION: • Daily Revenue Generation Report.(using VLOOKUP, Conditional Formatting, Sorting and Filter)(Raw data – Convert to tables – Pivot Tables – Group By Agent wise(rows) – Group By Bank (Sub group- rows) – Group by RMs( Sub-sub grouprows)- Columns ( revenue generation) – Values(Sum) – Conditional Formatting to highlight below margin revenue generation – Sorting & Filtering to manage highest to lowest revenues generated ) • Daily Voucher Preparation Report. • Daily Agent-wise Revenue Generation Report with Projected and Actual Revenue Reported.(Data Validation, VLOOKUP, PIVOT Tables, Sorting, Filtering) • Daily Cheque Generation Report. • Daily Ca$h Pickup Report. • Daily ca$h Deposit Report ( Bank wise ). • Weekly Projected Revenue Generation vs Weekly Actual Revenue Generation Report. • Weekly Liquid Ca$h Retention Report.( Bank wise) • Monthly Revenue Generation Report – Agent Wise , Regional Manager wise and Bank wise ( Pivot Tables, VLOOKUP, Sorting, Filtering) • Reports preparation for each agent to work on including Name, Address, City, State, PINCODE, Account Potential, Projection, Actual Generated, Date of Generation, Mode of Generation, Cheque Collected if any, Cheque no, Liquid asset collected, Phone Number, Working Column, etc formatted sheets to be distributed in the organization with conditional formatting to automatically highlight accounts with Actual Revenue Generation Less than Projected.



EXCEL SKILLS: • Cell Referencing • Functions: SUM, SUMIF, COUNT, COUNTIF, COUNTBLANK, LEN, LEFT, RIGHT,MID, AUTOSUM, AVERAGE, IF, MAX, PMT, AND, IFERROR, IFS, TRIM, FIND, SORT, CONCAT, UPPER, LOWER, PROPER, LARGE, SMALL, MIN, MAX, TODAY, VLOOKUP, HLOOKUP, INDEX, MATCH, OFFSET, XLOOKUP,ETC • DATA: IMPORT, EXPORT, CONDITIONAL FORMATTING, DATA VALIDATION, SORT, FILTER, ETC • TABLES • PIVOT TABLES • CHARTS – BAR CHARTS, SCATTER PLOTS, LINE CHARTS, PIE CHARTS, ETC

Work Terms

negotiable work terms and preferred mode of communication is over official communication on officialmailtosurbhi(at)gmail(dot)com until and unless its very urgent or if there is miscommunication we can hop on skype call.