Animesh Jana
Summary
Recent MBA Graduate(Finance & Marketing) with a brief professional stint in Finance, Marketing, and tourism sectors.
Overview
5
5
years of professional experience
Work History
Senior branch relationship officer
Aditya Birla Sunlife Insurance
Delhi
04.2024 - 09.2024
- Advised clients on investment-linked insurance products based on financial goals and risk profiles.
- Analyzed financial data and market trends to support product recommendations.
- Achieved consistent sales targets and strengthened client relationships through strategic financial planning.
Relationship Manager ( Internship)
Prudent Corporate Advisory Services Ltd.
Gurugram
07.2023 - 09.2023
- Working to enhance customer relationships by bridging the gap between the firm and clients.
- Opening accounts and managing them as part of daily tasks.
- Engaging with 30-40 agents daily to boost sales.
Operation Executive(Internship)
India Tourism Kolkata
Kolkata
06.2019 - 08.2019
- Personalized services, and community engagement to create enriching and unforgettable journeys.
- Enhance travel experiences through strategic planning.
Education
Master of Business Administration - Finance & Marketing
Galgotias University
Greater Noida, India07-2024
Bachelor of Travel and Tourism Management -
NSHM Knowledge Campus
kolkata, India07-2021
Higher Secondary Education - Science
Byabattarhat Adarsha High School
Tamluk, India03-2018
Skills
- Financial analysis
- Investment analysis
- Risk assessment
- Need analysis
- Taxation
- Communication
- Strategic planning
- Team collaboration
- Relationship building
- Market research
- Problem solving
- Portfolio management
Languages
- English
- Hindi
- Bengali
Timeline
Senior branch relationship officer
Aditya Birla Sunlife Insurance
04.2024 - 09.2024
Relationship Manager ( Internship)
Prudent Corporate Advisory Services Ltd.
07.2023 - 09.2023
Operation Executive(Internship)
India Tourism Kolkata
06.2019 - 08.2019
Master of Business Administration - Finance & Marketing
Galgotias University
Bachelor of Travel and Tourism Management -
NSHM Knowledge Campus
Higher Secondary Education - Science
Byabattarhat Adarsha High School
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