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Vincy Joylin

@vincyjoylin

Data Analyst at ICICI Direct who reduced corporate documentation discrepancies by ~20% through redesigned checklists and MIS reporting.

India

Message

At ICICI Direct (ICICI Securities), I audited corporate account files for KYC and documentation compliance, and reduced discrepancies by ~20% by redesigning verification checklists and MIS reporting workflows. I also reported portfolio activity and processing turnaround times to senior leadership.

For my Accounts Receivable & Credit Risk Tracker project, I modeled receivables across 25 accounts and 175+ invoices, calculating AR aging, DSO, and CEI. I created a weighted risk-scoring formula and a dashboard-ready data model to support balance reconciliation and credit monitoring.

Experience

Work history, roles, and key accomplishments

Sales Manager – Retail

ICICI Direct

May 2025 - Nov 2025 (6 months)

Audited 80+ corporate account files monthly with 100% compliance against SEBI guidelines and internal audit standards. Reduced documentation discrepancies by ~20% and managed client relationships through onboarding and servicing.

KYC AML SEBI Compliance MIS Reporting CRM Documentation Review Internal Controls Stakeholder Communication

Finance & Research Intern

NJ India Invest

Apr 2024 - May 2024 (1 month)

Analyzed risk-return profiles and historical performance of 30+ mutual fund schemes across equity, debt, and hybrid categories. Authored investment research notes and product comparison reports for senior advisory and operations teams.

Mutual Funds Risk Analysis Portfolio Analysis Investment Research Report Writing

Education

Degrees, certifications, and relevant coursework

St. Joseph's Institute of Management

Master of Business Administration, Finance and HR

2023 - 2025

Grade: 8.24/10

Pursued an MBA in Finance and HR, achieving a CGPA of 8.24/10. Coursework included Financial Analysis, Investment Management, Business Analytics, Corporate Finance, HR Analytics, and Organizational Behaviour.