Shreyas Wagh
@shreyaswagh
Financial advisor and data-focused computer engineer who turns analysis into better client decisions.
What I'm looking for
I’m a B.E. Computer Engineering student who applies analytics and disciplined reasoning to real-world outcomes. As a part-time Financial Advisor, I manage 8–10 client cases monthly through structured financial needs assessments and compliant insurance recommendations.
I built a Sales Analysis Dashboard for Global Mart where I analyzed 4800+ transactions and translated KPI work (Revenue, Profit, Profit Margin, ARPU, CLV) into actionable regional and product performance insights. I also created automated data pipelines and interactive dashboards to monitor monthly and annual trends.
Alongside finance and analytics, I develop—through a Web Developer Intern role using REST APIs, async JavaScript, and DOM optimization—and I research AI-driven learning systems. My capstone-style work explores NLP-based summarization, personalization, and reinforcement-learning-inspired feedback loops, validated with 30+ users.
Experience
Work history, roles, and key accomplishments
Financial Advisor
Axis Max Life Insurance
Mar 2025 - Present (1 year 3 months)
Managed 8–10 concurrent client cases per month by assessing financial needs and recommending compliant insurance solutions aligned to risk profiles and long-term goals. Increased lead-to-policy conversion rates by ~15–20% through clear explanations of complex terms, proactive documentation checks, and disciplined follow-up.
Web Developer Intern
Prodigy Infotech
Jan 2025 - Jan 2025 (0 months)
Built responsive web applications using REST APIs, async JavaScript (fetch/async-await), and DOM optimization with Flexbox/Grid to improve cross-device usability. Implemented dynamic real-time features that reduced page load latency and improved update responsiveness, validated via browser performance diagnostics and user feedback.
Education
Degrees, certifications, and relevant coursework
Sinhgad Academy of Engineering
Bachelor of Engineering, Computer Engineering
2022 - 2026
Grade: 7.22/10
Activities and societies: Projects: Sales Analysis Dashboard (Python/Data Analytics, Jan–Feb 2025). Research: Survey Report on AI-Based Dynamic Study Management System (IJSREM 2025) with 30+ user validation; capstone prototype development.
Pursuing a B.E. in Computer Engineering (Nov 2022–Jun 2026) with a GPA of 7.22/10. Completed data analytics and AI-based research projects, including a published survey report (IJSREM 2025) and a capstone prototype focused on adaptive study scheduling.
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