Open to opportunities

Sumit Pandey

@sumitpandey1

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Strategic marketing professional with expertise in client acquisition and content creation.

India

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What I'm looking for

I seek a dynamic role in a forward-thinking company that fosters growth and innovation, where I can utilize my marketing skills and contribute to impactful projects.

I am a strategic and results-driven professional with a solid foundation in marketing, client acquisition, and content creation. My experience spans managing partnerships, driving engagement through digital initiatives, and delivering measurable growth. I excel in outreach, campaign execution, and relationship management, which has enabled me to guide prospective students through academic programs and admissions processes effectively.

Throughout my career, I have demonstrated a proven ability to communicate course offerings clearly and drive enrollments. My role as a Survey & Data Coordinator at Boston University allowed me to conduct market research and create engaging marketing content that boosted visibility and engagement. Additionally, my experience at IDFC First Bank and CAMS honed my skills in client relations and financial operations, where I optimized workflows and enhanced client satisfaction.

My academic projects, including consulting for CIBC Wealth Management, have further developed my analytical skills and ability to propose strategic solutions. I am passionate about leveraging my skills to contribute to an organization that values innovation and growth.

Experience

Work history, roles, and key accomplishments

Associate – Client Relations and Financial Operations

IDFC First Bank

Feb 2024 - Mar 2024 (1 month)

Managed client accounts, ensuring compliance with banking regulations and enhancing client satisfaction. Processed financial documentation, improving workflow efficiency by 20%. Coordinated between internal teams to resolve customer concerns.

Client Relationship Management Process Optimization Compliance Service Delivery

Consulting Analyst

CIBC Wealth Management Project

Oct 2023 - Nov 2023 (1 month)

Researched market expansion strategies for CIBC Wealth Management in the US small business sector. Analyzed financial data and client segmentation to recommend acquisition strategies, enhancing customer engagement.

Market Research Financial Analysis Market Segmentation Strategy Development Customer Engagement

Survey & Data Coordinator

Boston University Marketing Team

Sep 2023 - Nov 2023 (2 months)

Provided personalized guidance to prospective students on academic programs and course offerings. Conducted market research to identify trends impacting student engagement and admissions. Created engaging marketing content and coordinated digital outreach efforts to boost visibility.

Market Research Content Creation Digital Marketing Client Relationship Management

Team Leader

BizCafe Business Simulation

Aug 2023 - Oct 2023 (2 months)

Led a team in a business simulation focused on managing a virtual coffee shop. Developed pricing and marketing strategies, achieving a 25% increase in revenue and awarded Best Team for operational efficiency.

Team Leadership Marketing Strategy Revenue

Senior Executive – Mutual Fund Operations

Computer Age Management Services Limited (CAMS)

Jun 2023 - Jul 2023 (1 month)

Managed investor queries and facilitated mutual fund transactions with 100% accuracy. Processed financial reports, ensuring compliance with SEBI regulations. Developed streamlined processes for account reconciliation, reducing errors by 15%.

Compliance Financial Reporting Process Improvement