Sketching, Playing Chess, Photography, Traveling, Volunteering, Crafting, Sketching
ANKITA PATRA
FINANCIAL ADVISOR
BHUBANESWAR,OD
Summary
Motivated and client-focused Financial Advisor with hands-on experience at Tata AIA, Bhubaneswar Branch (2025), and exposure to products from Tata AIA and Tata AIG. Strong understanding of life and general insurance products, including policy features, underwriting processes, and regulatory requirements.
Skilled in identifying customer needs, recommending suitable insurance solutions, and building long-term client relationships. Demonstrates strong communication, persuasion, and interpersonal skills, with the ability to explain complex financial concepts in a clear and effective manner.
Possesses a solid foundation in sales, lead generation, and client servicing, along with proven strengths in problem-solving, teamwork, and time management. Committed to achieving sales targets, enhancing customer satisfaction, and contributing to business growth. Eager to develop professionally and excel in a dynamic insurance sales environment.
Overview
3
3
Certifications
3
3
Language
Work History
Financial Advisor
TATA AIA
11.2025 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Advised clients on tax-efficient investment strategies, optimizing their financial outcomes.
Education
M.Sc. - Biotechnology
Berhampur University
01-2025
B.Sc. - Biotechnology
Rama Devi Women’s University
Bhubaneswar01-2023
12th - Science
Mother’s Unit-I College
Bhubaneswar01-2019
10th - undefined
DAV Public School
Nimapada01-2017
Skills
Molecular Biology Techniques: PCR, ELISA, Electrophoresis, DNA/RNA Extraction, Cell Culture, Aseptic Techniques
Equipment Handling: Centrifuge, Spectrophotometer, Laminar Air Flow, Micropipettes, Incubators
Data & Bioinformatics Tools: Statistical Analysis Software, Bioinformatics Databases, Molecular Modeling & Simulation
Compliance & Quality: GMP/GLP Standards, SOP Adherence, Quality Assurance & Control
Computer Literacy: Microsoft Office (Excel, Word, PowerPoint), Google Workspace, Research & Analysis Tools
Certification
Workshop on Clinical Microbiology and Genetics — Heredity Biosciences, Bhubaneswar (2022)
Interests
Timeline
Financial Advisor
TATA AIA
11.2025 - Current
B.Sc. - Biotechnology
Rama Devi Women’s University
12th - Science
Mother’s Unit-I College
10th - undefined
DAV Public School
M.Sc. - Biotechnology
Berhampur University
RESEARCH INTERESTS
Genomics, Immunology, Molecular Diagnostics, Bioinformatics, Vaccine Technology
TRAVEL, CHESS, ART, PHOTOGRAPHY, VOLUNTEERING, MAKING CONNECTIONS
Beyond my professional qualifications, I am a well-rounded individual who brings creativity and strategic thinking to the workplace. As an avid photographer and artist, I possess a keen eye for detail and a passion for visual storytelling. My love for chess sharpened my analytical skills and ability to anticipate challenges, while travel has fostered adaptability, cultural awareness, and a global perspective. I bring this same passion, dedication, and creative flair to all my professional endeavors.