Bhawna Sahdev
@bhawnasahdev
Data-focused analyst with 5+ years in financial services, SQL, Power BI, and reporting.
IndiaWhat I'm looking for
I am a transitioning professional with 5+ years of experience in financial services and client advisory, leveraging SQL, Power BI (DAX), and advanced Excel to deliver actionable insights and reporting. I have built interactive dashboards (Blinkit, Shopify), authored SQL queries for joins and aggregations, and produced professional documentation and financial reports.
I combine client-facing relationship management experience with technical analytics skills, and I am currently expanding my Python proficiency. I seek to apply my dashboarding, data-cleaning, and reporting strengths to drive data-informed decisions and measurable business outcomes.
Experience
Work history, roles, and key accomplishments
Unit Sales Manager
ICICI Lombard
Jan 2024 - Jan 2025 (1 year)
Specialized in property, health, and motor insurance sales; generated leads, collaborated on strategic initiatives with ICICI Prudential, and supported cross-product distribution through bank partnerships.
Executive Relationship Manager
Tata AIA Life Insurance
Jan 2023 - Sep 2023 (8 months)
Assessed client life insurance and investment portfolios, prepared portfolio performance reports, and conducted periodic reviews to align recommendations with clients' financial goals.
Relationship Manager
PNB MetLife
Jul 2022 - Dec 2022 (5 months)
Maintained and analyzed customer portfolios to identify upsell and cross-sell opportunities, advising clients on complementary products and delivering data-driven insights to management.
Associate Relationship Manager
HDFC Life Insurance
Jan 2022 - Apr 2022 (3 months)
Analyzed client portfolios to identify protection gaps and investment opportunities, recommending tailored life insurance solutions to meet client goals.
Financial Service Consultant
ICICI Prudential Life Insurance
Jul 2019 - Dec 2021 (2 years 5 months)
Reviewed client investment and insurance portfolios, profiled client risk and suitability, and recommended appropriate term, traditional, and ULIP products to improve client outcomes.
Intern
SBI Mutual Funds
Mar 2019 - May 2019 (2 months)
Prepared reports on market performance and customer engagement to support investment team insights and decision-making during a three-month internship.
Education
Degrees, certifications, and relevant coursework
NMIMS Global
Master of Business Administration, Business Administration
Grade: 76.75%
Completed an MBA (distance) with a focus on management principles and analytics-oriented coursework, achieving 76.75% in 2023.
Guru Nanak Dev University
Master of Commerce, Commerce
2017 - 2019
Grade: 6.8 CGPA
Completed a Master of Commerce program, focusing on commerce and finance subjects, awarded a 6.8 CGPA in 2019.
Guru Nanak Dev University
Bachelor of Commerce, Commerce
Grade: 57.19%
Completed a Bachelor of Commerce program with a 57.19% final score in 2017.
BBK DAV Collegiate School
Higher Secondary Certificate, Higher Secondary
Grade: 76.88%
Completed Higher Secondary education with 76.88% in 2014.
Ashok Vatika Public School
Matriculation, Secondary Education
Grade: 78.46%
Completed matriculation (secondary school) with 78.46% in 2012.
Availability
Location
IndiaAuthorized to work in
Job categories
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