Rahul Sati

Business Analyst and Operations Specialist with nearly 4 years of experience in data analytics, reporting, and process optimization. Skilled in SQL, Power BI, Excel, and CRM platforms like Salesforce and BusinessNext. Proven track record of turning data into actionable insights that improve efficiency and support strategic decisions. Strong communicator with a collaborative mindset and a passion for solving business problems through data.

Tech Mahindra

Role: Operations Associate
Duration: March 2024 – Present

• Analyzed customer service data to identify performance gaps and trends
• Built dynamic Excel dashboards and automated SQL reports for SLA and KPI tracking
• Conducted root cause analysis to improve customer satisfaction
• Led CRM data migration and documentation for improved reporting accuracy

HDFC ERGO

Role: Senior Associate – Operations & Analytics
Duration: July 2022 – December 2023

• Extracted and analyzed operational and marketing data using SQL and Excel
• Created automated dashboards to track claims, SLA compliance, and budget utilization
• Reduced operational delays through process analysis
• Improved marketing ROI via performance modeling and budget optimization
• Supported internal audits and ensured CRM/ERP data consistency

H.N.B Garhwal University
Master of Business Administration (MBA)
2018 – 2020

H.N.B Garhwal University
Bachelor of Commerce (B.Com)
2015 – 2018