Srushti Vitalkar

Contributed to the preparation of MIS reports and performance dashboards for internal monitoring and business insights. • Analyzed transactional and customer datasets to identify usage patterns and areas for operational improvement. • Supported customer portfolio analysis and segmentation based on behavioral and demographic trends. • Assisted in cross-functional coordination to support data-driven decision-making processes. • Worked extensively with Excel-based reporting and dashboard preparation for MIS analysis and performance tracking. • Monitored key performance metrics and supported reporting activities to improve operational efficiency.

Supported the preparation of Management Information System (MIS) and dashboard reports for internal performance tracking. • Analyzed transactional datasets to identify customer usage trends and process improvement opportunities. • Assisted in customer segmentation based on product usage and demographic factors. • Contributed to monthly customer portfolio reporting and cross-functional coordination activities. • Gained practical exposure to data interpretation and reporting within a banking and FinTech environment.

• Supported social media management and promotional campaigns to enhance brand visibility. • Gained foundational knowledge of SEO, SEM, and SMM and their application in real-world marketing scenarios. • Assisted in organic and inorganic outreach activities contributing to the company’s marketing efforts. • Collaborated with the marketing team on content planning and campaign execution.

• Assisted in understanding risk management practices within brokerage and stock market operations. • Conducted structured reviews of regulatory frameworks and compliance requirements in financial markets. • Gained exposure to market operations and financial analysis concepts in a real-world trading environment. • Supported research on financial regulations and industry practices to enhance domain knowledge.

• Communicated financial products and services to customers in a structured and professional manner. • Monitored market trends and competitor offerings to stay informed about banking industry dynamics. • Assisted customers with inquiries and issue resolution while maintaining service quality. • Gained exposure to customer relationship management and day-to-day banking operations. • Supported basic documentation and reporting tasks using structured data handling practices.

Completed a Bachelor of Business Administration (BBA) in FinTech with academic exposure to financial analysis, digital banking, data interpretation, and business reporting concepts. Gained practical understanding of data-driven decision-making, customer segmentation, market research, and performance tracking through coursework and internship experiences in banking and financial services environments. Also gained foundational exposure to programming concepts and analytical tools relevant to FinTech and data driven financial systems.

Completed secondary education with a strong academic foundation and consistent involvement in school activities. Developed early skills in communication, teamwork, and problem-solving, which later supported academic and professional growth.