Anjana Devi
Financial Analyst
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
2
2
years of professional experience
3
3
years of post-secondary education
Work History
Financial Analyst
Solverminds Solutions And Technologies
06.2023 - 10.2023
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Determined pricing, margins and risk factors for active and proposed projects.
Deputy Manager- Financial Lines
Tata AIG General Insurance
03.2022 - 07.2022
- Analyzed data to identify trends and predict future insurance needs.
- Negotiated terms and conditions of coverage with clients to acquire maximum profitability.
- To appropriately underwrite insurance policies, relevant risks were investigated and examined. educated brokers and agents on the coverage provided under liability policies.
Education
PG Diploma in Investment Banking And Its Operation
08.2021 - 01.2022
Studied securities and Derivatives End to End Trade life Cycle of listed OTC products, Asset Management, Risk Management, AML/KY
B.Com (Actuarial Management) - Actuarial Science
06.2017 - 04.2020
Studied Industry oriented curriculum covering areas like finance mathematics, actuarial statistics, and commerce
Skills
Risk Analysis
Internship
LIC -Life Insurance Corporation of India
● Learned about life insurance policy underwriting and how the LIC claims procedure operates.
● Trained to address customer service issues, and reacted to questions about charging.
Accomplishments
● Given-ACET Actuarial Common Entrance Test
● Elected as “QUIZ CLUB SECRETARY” in college elections
● Certified in NPTEL (National Programme on Technology-Enhanced Learning) on soft skills.
● presented a presentation on "fintech and actuarial science in today's world" at the symposium.
Projects
Awareness of student insurance among college students.
● Survey and study on insurance knowledge among Coimbatore's college-bound youngsters were conducted
Timeline
Financial Analyst - Solverminds Solutions And Technologies
06.2023 - 10.2023
Deputy Manager- Financial Lines - Tata AIG General Insurance
03.2022 - 07.2022
Imarticus Institute - , PG Diploma in Investment Banking And Its Operation
08.2021 - 01.2022
PSGR Krishnammal College For Women - B.Com (Actuarial Management), Actuarial Science
06.2017 - 04.2020