Hi, I'm Mohil Khare

IDFC First Bank

Data Analyst - Senior Manager (2022-Present)

• Leading analytics for Retail Investments & Private Banking at IDFC First Bank, managing AUM >INR 21,000 Cr.
• Spearhead predictive modeling and causal inferencing for customer behavior analysis, optimize RM portfolio allocation, and enhance customer segmentation using CLTV.
• Drive revenue growth through text mining, automate MIS workflows, and develop high-adoption Tableau dashboards for data-driven decision-making.
• Leveraged geolocation analytics to ringfence high net worth locations for HNI prospects.

Schneider Electric

Data Analyst Intern (2021)

• Performed macro-level analysis of India's waste-to-energy market, identifying key trends and growth opportunities.
• Utilized public datasets to assess market potential, benchmarked against global standards, and recommended strategic white spaces for investment and expansion.
• Streamlined MIS reporting processes by automating workflows, transitioning daily manual tasks into single-click solutions, significantly reducing turnaround times and minimizing error rates.

Portfolio Recommendation for Investments

Using statistical inferencing and data points ranging from stock level outlook from bloomberg terminal to sortino ratios to evaluate the goal alignment, risk averseness and future outlook of the mutual funds and recommend it based on the customer's persona and investment outcome.

Bank Wide Customer Lifetime Value Estimation

Estimated the CLTV of the bank's customer base - based on the current relationship with bank, residual revenue and cross sell potential. Derived CLTV is used to prioritize customers for campaigns and preemptive engagements.

Causality Inferencing for Primary Banker Conversion

Designed an analytical model to assess the probability of customers selecting our bank as their primary institution, utilizing logistic regression for correlation analysis and causal inference for causality evaluation. This enabled us to identify levers we can pull as a business to help customers transition into becoming primary bankers.