Open to opportunities

Arti Anand

@artianand

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MBA professional in HR & Marketing with CRM, financial advisory, and research expertise.

India

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What I'm looking for

I seek roles in HR, marketing, CRM, or financial advisory that leverage analytics and client engagement, with growth and learning in AI-driven environments.

I am an MBA graduate specialized in HR and Marketing with hands-on experience in customer relationship management, financial advisory, and brand-related projects. I combine strong analytical and research skills with practical sales and cross-selling experience from the banking and insurance sectors.

At HDFC Life Insurance and HDFC Bank I managed CRM, exceeded sales targets through cross-selling, and supported investment planning and advisory for customers. I have completed academic projects on distribution penetration, CRM, socio-economic event analysis, and industrial surveys, and I am proficient with MS Office, SPSS, and related tools.

I am motivated to apply my problem-solving mindset and research background in roles that value customer-centric strategy, data-informed decision making, and opportunities to work with emerging technologies like AI-driven environments.

Experience

Work history, roles, and key accomplishments

Bank Relationship Executive

HDFC Bank

Worked in bancassurance and retail banking functions, managing customer relationships, cross-selling bank and insurance products, and supporting investment planning for clients.

Customer Relationship Management Cross Selling Retail Banking Financial Advisory Sales Targets CRM Tools

Bancassurance Executive

HDFC Life Insurance

Managed CRM and cross-sold financial products at HDFC Life, exceeding sales targets and advising customers on investment planning to increase insurance penetration.

Customer Relationship Management Sales Financial Advisory Cross Selling Sales Strategy Lead Management

Education

Degrees, certifications, and relevant coursework

School of Management Studies, NIT Allahabad

Master of Business Administration, Human Resources & Marketing

Grade: 74%

Activities and societies: Academic projects on CRM, distribution channels, socio-economic study of Kumbh Mela, and industrial survey of Scooters India Ltd.; attended seminars on Union Budget, investor awareness, women's rights; SPSS training.

MBA in Management with specialization in HR & Marketing, focused on CRM, financial advisory projects, and brand management.