Gurpreet Kaur

Business Development Executive

Bengaluru, Karnataka, India10 yrs 9 mos experience
AI EnabledAI ML Practitioner

Key Highlights

  • Nearly a decade of experience in BFSI sector.
  • Expert in Credit Risk Management and Data Visualization.
  • Proven track record in stakeholder management and process improvement.
Stackforce AI infers this person is a Fintech professional with strong expertise in data analytics and risk management.

Contact

Skills

Core Skills

Credit Risk ManagementData VisualizationData AnalysisStakeholder ManagementDatahubProject ManagementOperational AnalysisClient ManagementQuality ImprovementProcess ImprovementReportingCustomer Support

Other Skills

AI AgentsArtificial Intelligence for BusinessAuto InsuranceBRDBankingBanking RelationshipsBusiness AnalysisBusiness AnalyticsBusiness Process ImprovementBusiness Systems AnalysisClient RequirementsCommoditiesCommunicationComputer ScienceConsumer Lending

About

Confident, communicative, go-getter and a detail-oriented Senior Analyst with almost a decade’s experience in BFSI sector with strong experience in Customer Relationship Management. Experienced in furnishing scorecards & analytics projects with key stakeholders and clients by deriving insights and performing analysis and business intelligence to enable better business decisions.

Experience

Kpmg india

Data Business Analyst

Apr 2025Present · 11 mos · Hybrid

  • High-Risk Sectors – Credit Risk
  • Delivering a high-visibility credit risk initiative for a leading global bank, with key contributions including:
  • Accelerated delivery of interactive dashboards for high-risk sector monitoring, enabling faster decision-making for risk teams
  • Authored comprehensive data logic documentation ensuring 100% traceability between data sources and dashboard metrics
  • Partnered with business and technology teams to translate complex risk requirements into clear, testable designs
  • Led end-to-end functional testing, reducing post-deployment defects and improving data accuracy for risk reporting.
  • Created detailed Business Requirement Documents (BRDs) and maintained structured Confluence documentation for smooth knowledge management.
  • Designed and proposed centralized dashboard solutions aimed at reducing manual efforts and minimizing reporting errors, followed by stakeholder sign-offs.
  • Partnered with developers to transform dashboard designs into live solutions, ensuring accuracy and usability.
  • Defined and validated data logic through structured UAT cycles, covering test planning, execution, and defect resolution.
  • Authored JIRA stories, data logic documents, and UAT templates to support delivery tracking and quality assurance.
  • Leveraged PySpark for preparing, extracting, and validating raw data during testing and reconciliation.
  • Acted as a bridge between business, data, and technology teams, ensuring requirements were clearly translated into technical deliverables.
  • Engaged in stakeholder management, facilitating discussions, driving alignment, and ensuring deliverables met business objectives.
  • Developed end-user documentation traslating technical insights into clear, business-friendly instructions for stakeholders.
  • Delivered a comprehensive User Guide to facilitate smooth user adoption and onboarding for the newly developed dashboard.
Credit Risk ManagementData VisualizationStakeholder ManagementPySparkJira

State street

2 roles

Assistant Manager

Mar 2024Apr 2025 · 1 yr 1 mo

  • Collaborate with stakeholders to prioritize initiatives, ensuring alignment with business goals.
  • Analyse incoming Business Team requirements to ensure thorough understanding, facilitating efficient project planning and seamless execution strategies.
  • Utilized SQL for data analysis across diverse sources, extracting and illustrating trends, while also performing SQL development for rule implementation and data processing enhancements.
  • Act as a bridge between technical teams (development, QA) and business stakeholders, ensuring mutual understanding.
  • Ensure clear communication of findings, progress, and challenges to both technical and non-technical audiences.
  • Collaborate with project managers to oversee project deliverables, prioritize tasks, and engage pertinent stakeholders, ensuring alignment and successful execution.
  • Present data insights to global clients using Power BI, effectively using dashboards and stories to inform decisions and address potential business issues.
SQLPower BIStakeholder ManagementData Analysis

Team Lead - Data Analytics

Jan 2023Mar 2024 · 1 yr 2 mos

  • State Street has established a Global Billing Function under Controllership, which is responsible for client billing set up and invoicing across all business lines and geographies globally at State Street.
  • Analysis of new requirements as they come in from the Business Team.
  • Document procedures and checklists to control activities and report status
  • Provide subject matter expertise on Datahub related questions/clarifications and handle escalations
  • Support process improvement to enable increase velocity in all related processes
  • Perform day to day activities of identified BTP Datahub BUAT team to write BUAT test cases, execute them and document the findings.
  • Work with project managers to manage project deliverables and priorities with relevant key stakeholders
  • Providing senior subject matter expertise and guidance to the data Hub Testing team and collaborate with upstream and downstream business/IT teams during Requirement and Testing phases of the projects.
DatahubProcess ImprovementProject Management

Barclays

2 roles

Senior Analyst

Apr 2022Jan 2023 · 9 mos

  • Onboarding and assisting Stakeholders/Corporate Clients/Relationship Directors with their Corporate Banking needs and highly complex problems within predefined SLA.
  • Built and maintained stakeholder relationships across business function
  • Perform ad-hoc as well as periodic diagnostic analysis to identify operational challenges and promoted best practices throughout the organization.
Stakeholder ManagementOperational Analysis

Business Analyst

Feb 2020Apr 2022 · 2 yrs 2 mos

  • Onboarding and assisting stakeholders/clients/brokers to complete the secure lending process to solve the highly complex problems within predefined SLA
  • Onboard and mentor team of intermediary mortgage experts assist the manager in day-to-day operations
  • Handling both internal/external escalations and participating in quality improvement initiatives
  • Constantly be on the lookout for ways to enhance value for your respective stakeholders/clients.
Client ManagementQuality Improvement

Genpact india private limited delhi

Process Developer

Jun 2018Jan 2020 · 1 yr 7 mos · Delhi Area, India

  • Lead Unsecure Lending & Automobile Insurance process for the National Australian Bank and All State Insurance, US.
  • Handle escalations related to unsecure lending, automobile insurance claims and KYC verification related to customer onboarding.
  • Assist the Project Manager in day-to-day operations like reporting, mentoring the team and new joiners, process improvement.
  • Create and publish SOP and knowledge articles for the team.
Process ImprovementReporting

Employee pooling resources private limited

Team Lead-Case Manager

Apr 2015May 2018 · 3 yrs 1 mo · Delhi, India

  • Lead a highly efficient team of 15 supporting over 200+ US based customers (IMO’s, BGA’s, MGA’s).
  • Created and successfully implemented process improvements by enabling customer oriented workflows
  • Handled customer escalations, attended weekly customer calls, tracked team's performance, process improvements
Customer SupportProcess Improvement

Education

Shobhit University

Bachelor of Science - BS — B.sc

Jan 2010Jan 2013

Coding Invaders

Professional Course — Data Analytics

Feb 2022Dec 2022

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