Open to opportunities

PUNEET SHARMA

@puneetsharma1

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Finance and analytics expert with an MBA specializing in Portfolio Management.

India

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What I'm looking for

I am seeking a role that fosters continuous learning and allows me to leverage my analytical skills in a collaborative environment.

I am a finance and analytics expert with an MBA specializing in Portfolio Management and Data Analytics. My experience includes a proven track record in insurance sales and client relationship management, where I have successfully driven financial product sales at Aditya Birla Sun Life Insurance. I leverage my skills in Tableau, Power BI, and Excel to optimize business performance and ensure compliance with financial regulations.

During my tenure as a Sales Manager, I developed strong client relationships and conducted financial needs assessments to recommend suitable investment solutions. My collaborative approach with cross-functional teams has enhanced sales strategies and improved customer retention. Additionally, my internship at SOOD AJAY & CO allowed me to hone my administrative and accounting skills, where I managed ledgers and ensured accurate data entry, further solidifying my foundation in finance.

Experience

Work history, roles, and key accomplishments

Sales Manager

Aditya Birla Sun Life Insurance

Aug 2024 - Present (10 months)

Developed and maintained strong client relationships, driving increased financial product sales. Conducted financial needs assessments and recommended suitable investment solutions while ensuring compliance with financial regulations and risk management policies. Collaborated with cross-functional teams to enhance sales and customer retention strategies.

Client Relationship Management Financial Products Risk Management Sales Strategy

Intern

SOOD AJAY & CO

Jun 2023 - Present (2 years)

Collaborated with CA Ajay Sood to provide administrative and accounting support, reconciling accounts, managing ledgers, and ensuring accurate data entry into accounting software. Liaised with clients to understand accounting requirements and managed administrative tasks, including scheduling meetings and noting minutes. Executed office-related tasks such as cash withdrawals and managing client ca

Accounting Administrative Support Account Reconciliation Data Entry Client Communication

Education

Degrees, certifications, and relevant coursework

Shoolini University

Master of Business Administration, Business Administration

Grade: 8.14 CGPA

Specialized in Portfolio and Wealth Management, Management of Investments, Corporate Finance, Data Analytics, and Marketing Management. Achieved a CGPA of 8.14.