Data Analyst - AM- Lending

Overview

Data Analyst for AM-Lending who partners with the planning lead to convert business questions into analysis, models, and insights for sales planning and performance tracking.

What you'll do

• Support sales planning cycles using robust data and analysis.
• Build and maintain models for demand forecasting and distribution performance.
• Analyze sales funnel, conversion, and portfolio metrics to find trends and opportunities.
• Design and refresh dashboards/MIS for leadership reviews on weekly/monthly/quarterly cadence.
• Run scenario and what-if analyses for planning decisions.
• Reconcile definitions across Sales, Credit, Operations, Finance, and Product to validate insights.
• Ensure data quality and consistent metric definitions across planning deliverables.

What you'll need

• 4+ years of experience as a Data Analyst/Business Analyst in BFSI, preferably Lending or retail banking.
• Strong proficiency in Excel/Google Sheets (advanced formulas, pivot tables, modeling).
• Hands-on SQL experience for data extraction and analysis.
• Experience with BI tools such as Power BI, Tableau, Looker, or equivalent.
• Strong analytical problem-solving to structure ambiguous requests and deliver actionable insights.
• Ability to explain analysis clearly to non-technical stakeholders.

Details

• Location: Mumbai, Maharashtra.