Shobhit Srivastava

I am a dedicated financial analyst with a strong background in finance and marketing, currently working at HDFC Bank as a Virtual Care Officer. My role focuses on acquiring and managing customer relationships, where I have consistently exceeded sales targets for various banking products, including loans and insurance. My analytical skills enable me to identify potential customers through diverse channels, converting leads into successful sales.

During my internship at Reliance Nippon Life Insurance, I analyzed the effectiveness of digital marketing channels, contributing to lead generation and enhancing customer engagement. I compiled data from surveys and case studies to understand how digital marketing influences customer perceptions and purchasing decisions. My commitment to maintaining relationships with clients and assisting them in achieving their financial goals has been a significant aspect of my career.

With a Master’s degree in Business Administration from Amity University, I have honed my skills in financial planning and digital marketing strategies. I am passionate about leveraging my expertise to drive business growth and enhance customer experiences in the financial sector.