Customer/Portfolio Analytics

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.

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