Rahul Raj
Presales | Proposals | Solutioning | Tech | Turning Data into Actionable Business Strategies
- Role
- Proposal Solutions Consultant at UKG
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Rahul Raj
BFSI Business Analyst specializing in KYC/AML onboarding and Single Customer View (SCV). Designed fuzzy-match dedupe (PAN/Aadhaar/Passport) and match-rule frameworks with weighted thresholds; embedded controls into ETL and CRM analytics to improve data quality, reduce duplicates, and strengthen CDD/EDD decisions. Comfortable translating policy and ops needs into process flows, user stories, dashboards, and UAT.• Led requirements with KYC Ops, Risk, and IT to design dedupe workflows across PAN/Aadhaar/Passport; authored weighted match rules and thresholds for enterprise SCV.• Embedded dedupe checks into ETL pipelines to strengthen fraud detection and KYC/AML compliance; documented E2E data flows & SOPs for onboarding.• Built anomaly/exception reports and improvement dashboards to drive remediation and audit preparedness; tracked accuracy and false-positive trends.• Outcome highlights to quantify (insert once validated): duplicate rate, onboarding TAT, KYC accuracy (retain exact % if verifiable).• Gathered business requirements and translated them into Salesforce reports and dashboards, developing 15+ customized reports and 10+ dashboards for IDFC First Bank, improving data-driven decision-making by 25%.• Translated stakeholders need into 15+ reports and 10+ dashboards; enabled data-driven decisioning and adoption in business units.• Validated SSIS/SSRS data flows (~1M+ rows/month) to ensure accurate analytics in Salesforce; supported UAT and end-user training.• Wrote use cases for real-time analytics inside Salesforce, improved reporting coverage and accuracy.• Conducted detailed technical analyses based on business requirements, identifying key problems and proposing effective solutions.• Developed and enhanced the commercial lending platform, improving the user experience and increasing loan processing speed by 30%.• Identified inefficiencies and proposed actionable improvements, leading to a 20% reduction in workflow bottlenecks.• Developed customized reports and dashboards, enhancing data-driven decision-making across various departments.Key Projects:• Enterprise SCV & Dedupe Controls (Banking): Designed fuzzy logic + thresholds; integrated with ETL; produced exception queues & remediation playbooks for Ops/AML.• Salesforce Analytics Pack – Banking: Built end-to-end Loan Origination (LOS) journeys on Sales Cloud, led UAT with branch/ops, and deployed curated dashboards/reports aligned to KPIs; validated upstream data quality, improving decision visibility and adoption.
Experience
Proposal Solutions Consultant
Dec 2025 — Present · Pune, IN
Education
Symbiosis Institute of Management Studies
Master of Business Administration - MBA, Finance, General
2021 — 2023
Maharashtra Academy of Engineering and Educational Research Maharashtra Institute of Technology, Kothrud, Pune 38
Bachelor of Engineering, Electronics and telecommunication
2014 — 2018
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