Akshay Valanju

Detail-oriented Banking Sales and MIS Reporting professional with 8+ year of experience in customer data handling, Excel reporting ,CRM management, and banking software operations across BFSI domain .Currently transitioning into data Analytics with hands-on experience in Power BI ,Advanced MS Excel ,VBA, SQL, and analytics portfolio projects.

NR Acquisition Relationship Manager - Induslnd Bank LTD - Mumbai, India

(2023-07 - 2025-02)

• Managed NR/HNI customer portfolio and reporting activities.
• Prepared MIS reports using Advanced MS Excel.
• Worked on Finacle and CRM systems for customer servicing and tracking.
• Analysed customer data for cross-selling opportunities.

Premium Relationship Manager - RBL Bank Ltd - Mumbai, India

(2022-10 - 2023-02)

• Managed customer servicing and portfolio coordination.
• Prepared daily and weekly MIS reports.
• Ensured documentation accuracy and reporting compliance.
• Supported reporting and coordination activities.

Assistant Manager - Axis Bank Ltd - Mumbai, India

(2021-05 - 2022-04)

• Managed customer account operations and documentation.
• Maintained Excel reports and operational records.
• Assisted customers with banking services and issue resolution.
• Supported branch sales and operational activities.

Deputy Manager - Kotak Life Insurance - Mumbai, India

(2020-07 - 2021-04)

• Maintain customer records and policy-related data.
• Assisted clients with insurance servicing and query resolution.
• Prepared reports and supported sales and operational activities.

Sales Development Manager - HDFC Life Insurance - Mumbai, India

(2018-10 - 2020-01)

• Maintain customer records and policy-related data.
• Assisted clients with insurance servicing and query resolution.
• Prepared reports and supported sales and operational activities.

Sales Executive – CSG (Banking Sales & CRM) - Axis Securities Ltd - Mumbai, India

(2016-12 - 2018-09)

• Opened Salary and Demat Accounts for customers.
• Maintained KYC documentation and customer records.
• Assisted clients with account-related queries and reporting.

Master of Commerce - M.Com - Mumbai University (2021)

Bachelor of Commerce - B.Com - Chetna College (2016)

Data Analytics Course - Data Analytics