Palkin Batra

Data-Driven Professional | Business & Customer Insights | Power BI | Strategy | CRM | Open to Analytics, Ops & Growth Roles

Delhi, India

About

I'm a data-driven professional with an MBA in Marketing and experience across analytics, CRM strategy, and reporting automation. From building Power BI dashboards to leading CRM integrations and segmentation models, I enjoy translating data into business outcomes. Whether it's in business analysis, growth, or customer strategy, I bring a problem-solving mindset and cross-functional experience to every project. I'm open to roles in analytics, business strategy, operations, or product—anywhere insights can drive impact.

Experience

  • Global Operations Analyst at Rockwell Automation
    Dec 2025 - Present · 7 mos

  • Business Analyst at UGRO Capital
    Jul 2024 - Dec 2025 · 1 yr 6 mos

    Automated 70% of reporting tasks using Power BI, enhancing real-time visibility into portfolio performance and service KPIs. Led customer segmentation and targeting strategies that contributed to a 10–15% improvement in retention rates. Conducted deep-dive behavioral analysis to optimize CRM workflows, improving turnaround time (TAT) and customer response quality. Collaborated with Operations, Sales, and Tech teams to deliver insights that drove strategic decisions across service transitions. Drafted Business Requirement Documents (BRDs) for CRM integrations and managed API testing and vendor coordination. Developed new benchmarking templates and reporting formats, streamlining portfolio reviews and competitive analysis. Recognized with a Breakthrough Initiative Award (Q3 2024) for driving reporting and CRM transformation initiatives.

  • Marketing Intern at Inditex
    Jun 2023 - Jul 2023 · 2 mos

  • Data Analyst at Liveupx private limited
    Jan 2021 - Jun 2022 · 1 yr 6 mos

    Developed interactive and insightful Power BI dashboards using a variety of visuals such as Cards, Tree Maps, Bar, Waterfall, Scatter, Line, Donut, Pie, Funnel, Gauge, and Decomposition Tree charts. Created multi-page reports with bookmarks, table/matrix visuals, and layered filters for enhanced user navigation and data storytelling. Published reports to Power BI Service, implementing Row-Level Security (RLS) and configuring the On-Premises Data Gateway for scheduled and incremental refreshes. Conducted ETL tasks using Power Query, including data cleaning, merging, appending, referencing, and applying parameterized transformations. Utilized DAX functions for advanced data modeling and calculations including aggregate, date, logical, string, and table functions. Designed star and snowflake schema data models with clearly defined fact and dimension tables. Integrated and imported data from multiple sources including Excel, CSV, and SQL Server. Identified trends and business insights through strong data analysis skills. Collaborated with cross-functional teams and communicated analytical findings effectively to stakeholders.

  • Social Media Marketing Intern at Swiss Beauty
    Nov 2021 - Feb 2022 · 4 mos