Wallet Analytics & Benchmarking

Crisil; Mumbai; On-site; INR 1,500,000 - 2,300,000; Full time

Job summary

Crisil in Mumbai seeks a senior contributor to lead benchmarking analytics, client intelligence, and data-driven strategy work for global financial institutions. You will manage complex analytical workstreams and deliver high‑quality client outputs.

You will apply Python, Excel, Power BI to wrangle data, build models, and present senior stakeholders with actionable insights. The role requires independent work and strong attention to data accuracy.

Qualifications

• 2–5 years of relevant experience in banking, financial services, Client Strategy, or benchmarking analytics.
• Advanced degree in Finance, Economics, Statistics, Data Analytics, or related field preferred.
• MBA, CFA, FRM, or similar qualification is a plus.
• Strong proficiency in Excel, PowerPoint, Power BI, and Python.
• Experience handling sensitive client data and producing senior stakeholder-ready deliverables.

Responsibilities

• Execute end-to-end benchmarking analytics for global investment banks.
• Manage collection, validation, processing, and quality control of sensitive client submissions.
• Maintain and enhance wallet-sizing methodologies and benchmarking models.
• Produce accurate benchmarking outputs, insights, dashboards, and client presentation materials.
• Combine public and private data to generate actionable insights for senior stakeholders.
• Perform data wrangling, cleansing, transformation, and automation using Python, Excel, Power BI, and related tools.

Skills

Python

Power BI

Excel

PowerPoint

Data analysis

Storytelling

Client intelligence

Benchmarking analytics

Independent work

Education

MBA

Advanced degree in Finance/Economics/Statistics/Data Analytics

CFA/FRM

Tools

Python

Power BI

Excel

PowerPoint

Job description

We are seeking a senior individual contributor to execute benchmarking analytics, client intelligence, and data-driven strategy work for global financial institutions. The role requires strong hands-on expertise in financial services analytics, Corporate Banking strategy, benchmarking methodologies and executive-ready insight generation.

This is an execution-focused role for someone who can independently manage complex analytical workstreams, improve workflows, and deliver high-quality client-facing outputs.

Key Responsibilities

• Execute end-to-end benchmarking analytics for global investment banks.
• Manage collection, validation, processing, and quality control of sensitive client submissions.
• Maintain and enhance wallet-sizing methodologies and benchmarking models.
• Produce accurate benchmarking outputs, insights, dashboards, and client presentation materials.
• Combine public and private data to generate actionable insights for senior stakeholders.

Perform data wrangling, cleansing, transformation, and automation using Python, Excel, Power BI, and related tools.

• Contribute to long-term client relationship management through high-quality analytical delivery.

Key Skills and Competencies

• Strong understanding of Banking, including products, competitive landscape, and bank strategies in India or Global.
• Proven ability to translate business questions into analytical plans and deliver actionable outputs.
• Strong data analysis, problem-solving, and storytelling skills.
• Excellent written and verbal communication skills.
• Ability to work independently on complex, data-intensive projects.
• Strong attention to detail and commitment to data accuracy.

Qualifications and Experience

• 2–5years of relevant experience in banking, financial services, Client Strategy, capital markets, corporate/institutional banking, or benchmarking analytics.
• Advanced degree in Finance, Economics, Statistics, Data Analytics, or related field preferred.
• MBA, CFA, FRM, or similar qualification is a plus.
• Strong proficiency in Excel, PowerPoint, Power BI, and Python.
• Experience handling sensitive client data and producing senior stakeholder-ready deliverables.