Banking Products & BI Analysis
Budget: ₹400 – ₹750 INR
I am looking for an experienced banking-domain professional who can partner with me on a data-driven project that touches both retail and corporate banking products. The assignment ranges from classic loan and credit processing through to investment advisory and wealth management, all supported by solid financial analysis and a clear, insight-rich Power BI dashboard.
For context, the data set contains information on accounts, loans, investments, insurance and credit cards. I need someone who not only understands the products themselves but can also turn raw records into actionable intelligence that frontline teams and management can immediately apply.
To make expectations simple, here is what I will ask you to deliver:
• Data cleaning and preparation of the full banking product data set
• Deep-dive financial analysis across lending, deposits and investment lines
• Loan and credit processing flow review with recommendations for efficiency gains
• Investment advisory / wealth and portfolio management insights that conform to IRDA & NISM VA standards
• Interactive Power BI dashboard that visualises key metrics and trends for both retail and corporate portfolios
• Clear documentation of assumptions, formulas and any BI model logic
I place a premium on proven experience, so please centre your bid on similar work you have completed in banking, finance or business intelligence. If you already hold IRDA or NISM VA certification, highlight that as well.
I will share the raw data and specific success metrics once we begin. Looking forward to collaborating on a solution that brings the numbers to life and guides smarter banking decisions.
For context, the data set contains information on accounts, loans, investments, insurance and credit cards. I need someone who not only understands the products themselves but can also turn raw records into actionable intelligence that frontline teams and management can immediately apply.
To make expectations simple, here is what I will ask you to deliver:
• Data cleaning and preparation of the full banking product data set
• Deep-dive financial analysis across lending, deposits and investment lines
• Loan and credit processing flow review with recommendations for efficiency gains
• Investment advisory / wealth and portfolio management insights that conform to IRDA & NISM VA standards
• Interactive Power BI dashboard that visualises key metrics and trends for both retail and corporate portfolios
• Clear documentation of assumptions, formulas and any BI model logic
I place a premium on proven experience, so please centre your bid on similar work you have completed in banking, finance or business intelligence. If you already hold IRDA or NISM VA certification, highlight that as well.
I will share the raw data and specific success metrics once we begin. Looking forward to collaborating on a solution that brings the numbers to life and guides smarter banking decisions.