Rajeev Sharma

I am an Enterprise Analytics and Business Intelligence professional with 14+ years of experience, including 8+ years in Analytics, Automation, CRM Intelligence, and Business Strategy within Financial Services and NBFC sectors. I specialize in building data-driven dashboards, automation systems, MIS frameworks, and risk analytics solutions that help leadership teams make strategic decisions.

Currently, I am working as Senior Manager – Senior Data Analyst at Credit Wise Capital, where I handle enterprise analytics across Sales, Collections, Credit Risk, HR, and Operations. Previously, I worked with Motilal Oswal Financial Services, leading sales intelligence, CRM automation, and KPI analytics projects.

I have strong expertise in Power BI, SQL, Advanced Excel, Google Apps Script, Tableau, Python, and automation development. I have successfully built 60+ executive dashboards and reduced manual reporting efforts by around 70% through automation and process optimization. Along with corporate experience, I also provide freelance support for dashboard development, automation systems, CRM solutions, and analytics training.