Atishay Tripathi
@atishaytripathi
Finance and analytics professional skilled in operations, client management, and data-driven decision support.
IndiaWhat I'm looking for
I am a results-driven finance and analytics professional with hands-on experience in client portfolio management, risk and compliance assessments, and operational process improvement. I combine strong communication and problem-solving skills with technical abilities in Excel, SQL, Power BI and RStudio to deliver measurable outcomes for affluent clients and institutional stakeholders.
My background spans banking, insurance, and assessment services where I led financial profiling, compliance reviews, and data-management initiatives to improve service quality and reduce operational risk. I hold a PGDM in Finance and certifications in project management and data analysis, and I seek roles where I can drive strategic financial decisions and operational efficiencies.
Experience
Work history, roles, and key accomplishments
Deputy Manager - Affluent
Bandhan Bank
Jun 2025 - Present (4 months)
Manage affluent client portfolios by conducting financial profiling, risk assessments, and compliance reviews to recommend banking, credit, and investment solutions while improving client retention and operational efficiency.
Financial Lines Intern
Tata AIG General Insurance Company Ltd
Apr 2024 - May 2024 (1 month)
Conducted compliance and risk assessments for SME financial-lines insurance files and managed end-to-end document verification to reduce operational risk and ensure regulatory alignment.
Exam Proctor
MeritTrac Services
May 2019 - Jul 2020 (1 year 2 months)
Ensured procedural integrity and adherence to institutional guidelines during examinations, managing end-to-end document verification to minimize operational risk and maintain exam security.
Education
Degrees, certifications, and relevant coursework
Xavier Institute of Social Service (XISS)
Postgraduate Diploma in Management, Finance
2023 - 2025
Grade: 8.31/10
Activities and societies: Fr. Louis Francken SJ Memorial Scholarship recipient; presented a paper at ICMMMI2025; participated in regional Electron Quiz competition; Campus Ambassador internship at FinShiksha.
Postgraduate Diploma in Management (Finance) with a CGPA of 8.31/10, completed coursework focused on finance and analytics.
Amity Law School, Amity University Jharkhand
BBA.LL.B. (Hons), Law and Business
2018 - 2023
Grade: 91.7%
Activities and societies: Exam proctoring and document verification experience (MeritTrac Services).
Integrated BBA.LL.B. (Hons) degree completed with 91.7% focusing on law and business studies.
Availability
Location
IndiaAuthorized to work in
Job categories
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