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Shweta Vyas

@shwetavyas2

Financial Analyst with insurance and investment experience, using Excel and SQL to analyze financial data and support client advisory.

India
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At TATA AIG General Insurance, I managed channel sales operations, supported agents in working toward monthly sales targets, and conducted training sessions on health insurance products.

I also recruited and onboarded insurance agents through market mapping, networking, and referrals. I handled customer queries and complaints, and coordinated policy processing and servicing with internal teams.

At Motilal Oswal Financial Services, I assisted with equity research and financial analysis to support investment decisions and advisory. I also handled client servicing and queries.

For my Financial Literacy and Investment Decision project, I analyzed survey data and used correlation and regression analysis to examine relationships between financial literacy, saving behavior, and investment decisions. I developed insights and recommendations on financial education, savings habits, and investment awareness.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

NPTEL logoNP

NPTEL

Certificate of Enhancing Soft Skills and Personality, Soft Skills and Personality

2025 - 2025

Certificate of Enhancing Soft Skills and Personality from NPTEL in 2025.

Prestige Institute of Management and Research logoPR

Prestige Institute of Management and Research

Master of Business Administration, Business Administration

Grade: 6.8/10

Master of Business Administration degree from Prestige Institute of Management and Research, DAVV, Indore, graduated in 2025 with a CGPA of 6.8/10.

NPTEL logoNP

NPTEL

Certification in Innovation, Business Model and Entrepreneurship, Innovation, Business Model and Entrepreneurship

2024 - 2024

Certification in Innovation, Business Model and Entrepreneurship from NPTEL in 2024.

Vikram University logoVU

Vikram University

Bachelor of Business Administration, Business Administration

Grade: 77/100

Bachelor of Business Administration degree from Vikram University, Ujjain, graduated in 2023 with a percentage of 77/100.

Tech stack

Software and tools used professionally

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