Customer/Portfolio Analytics
Profile Code: AL-BFS-04
- ₹7 LPA (Median Salary)
- Lecture Duration 2hrs
- Course Duration 10 Weeks
Skills You Learn: Customer Analytics | Portfolio Analytics | Customer Segmentation | Portfolio Performance Analysis | Customer Lifetime Value (CLV) | Churn Analysis | Predictive Analytics | Risk Analytics | Business Intelligence | Advanced Excel | SQL | Power BI | Tableau | Data Visualization | MIS Reporting | KPI Analysis | Financial Data Analysis | Dashboard Development | Analytical Thinking | Business Communication
Overview Video
About This Course
Customer/Portfolio Analytics focuses on understanding how customer segments behave and how that behavior impacts growth, retention, and profitability. Analysts build segmentations (demographic, behavioral, value-based), track cohort performance, and monitor KPIs such as activation, repeat usage, churn, product penetration, profitability, and lifetime value. They identify drivers behind changes—channel quality, product experience, pricing, service issues—and recommend actions like targeted offers, cross-sell strategies, onboarding improvements, or risk controls. The role involves building dashboards for stakeholders and running deep-dive analyses for questions like “why a cohort churned” or “which segment responds best to an offer.” Strong analysts combine SQL/BI skills with business storytelling so recommendations are actionable. Collaboration is high with product, marketing/CRM, customer success, and operations. Over time, the role can evolve into growth analytics, product analytics, or analytics leadership positions, especially in BFSI, telecom, subscription, and consumer platforms.
Course Content
4 modules · 10 weeks · 2hrs/daySQL Course
The **SQL Course** covers basic to advanced concepts for Customer and Portfolio Analytics professionals in the BFSI industry, including database fundamentals, SELECT queries, filtering, sorting, joins, aggregate functions, GROUP BY, HAVING, subqueries, Common Table Expressions (CTEs), window functions, CASE statements, views, stored procedures, indexing, query optimization, transaction management, customer data extraction, portfolio analysis, customer segmentation, profitability analysis, churn analysis, risk reporting, data validation, and large dataset management to retrieve, transform, and analyze customer and portfolio data for strategic business insights and informed decision-making.
Excel Course
The **Excel Course** covers basic to advanced concepts for Customer and Portfolio Analytics professionals in the BFSI industry, including workbook management, formulas, functions, data validation, sorting, filtering, conditional formatting, Pivot Tables, Pivot Charts, XLOOKUP, INDEX-MATCH, Power Query, Power Pivot, customer portfolio analysis, profitability analysis, trend analysis, financial calculations, statistical functions, dashboards, What-If Analysis, Solver, VBA automation, KPI reporting, customer performance tracking, portfolio monitoring, and interactive dashboards to analyze business performance, improve customer insights, and support data-driven decision-making.
BI Tools Course
The **BI Tools Course** covers basic to advanced business intelligence concepts for Customer and Portfolio Analytics professionals in the BFSI industry, including data integration, data transformation, data modeling, KPI development, dashboard creation, interactive visualizations, customer segmentation dashboards, portfolio performance analysis, profitability reporting, customer lifecycle analysis, predictive analytics, DAX fundamentals, drill-through reports, automated reporting, executive dashboards, compliance reporting, performance monitoring, forecasting visualization, and business intelligence techniques to transform customer and portfolio data into actionable insights that support growth, retention, and strategic decision-making.
CRM Data Course
The **CRM Data Course** covers basic to advanced concepts for Customer and Portfolio Analytics professionals in the BFSI industry, including CRM fundamentals, customer data management, lead and account management, contact management, customer profiling, interaction history, opportunity tracking, customer lifecycle management, relationship analytics, campaign tracking, customer segmentation, service request management, retention analysis, cross-sell and upsell analytics, workflow automation, customer journey mapping, data quality management, CRM reporting, integration with BI and SQL, and performance monitoring to improve customer engagement, portfolio growth, and business decision-making.
Key Responsibilities
- Analyze customer and portfolio data
- Segment customers based on behavior and value
- Monitor portfolio performance and trends
- Evaluate customer profitability
- Track portfolio risk and delinquency metrics
- Develop customer retention strategies
- Identify cross-sell and upsell opportunities
- Build MIS reports and dashboards
- Analyze customer lifecycle and churn
- Perform predictive analytics and forecasting
- Support business growth through data insights
- Collaborate with risk, marketing, and business teams
- Ensure data quality and accuracy
- Recommend portfolio optimization strategies
- Support data-driven decision making.
Growth Path
Tools Used
Perfect For
Fresh Graduates | B.Com Graduates | BBA Students | MBA Finance Students | M.Com Graduates | Banking & Finance Aspirants | Data Analysts | Business Analysts | Risk & Portfolio Professionals | Marketing Analytics Professionals | Operations Executives | Career Switchers | Anyone Interested in BFSI Analytics
Fee Structure
Mentor
Analytics Learners
Professional Analyst & Mentor
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