Harsh Kaushik

• Preparing comprehensive financial reports by collecting, formatting and analyzing key data points.
• Managing financial business planning and developing accurate forecasting models based on historical data analysis, enabling better business planning and decision making like secession planning or resources allocation.
• Creating variance analysis reports and financial models along with Real-time financial performance monitoring.
• Recommending strategies for increasing financial performance Retirement Planning, Tax Saving Planning.
• Generating insightful presentations summarizing data and facilitating decision-making and future planning for clients.
• Utilizing advanced analytical tools as an Annuity SME to evaluate the performance of different types of annuities, enabling the creation of tailored recommendations for each client''s unique situation.
• Increased sales revenue by building strong rapport with advisors and recommending appropriate products and services offered based on their client's needs.

• Advised clients on financial matters and recommended investments.
• Conducted in-depth market research to generate leads of potential clients
• Created and implemented innovative financial strategies to increase sales.
• Financial sales, stocks and mutual funds basics, technical analysis and intra-day trading.
• Pre & Post Sales activities specific to Insurance industry.
• Gained extensive knowledge of company products and services, allowing for confident communication with prospects and clients.

• Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
• Assisted in preparing accurate and timely financial reports for management review, contributing to informed decision-making.
• Gained a comprehensive understanding of accounting software systems through hands-on experience, increasing proficiency in data entry and report generation tasks.
• Assisted with inventory management tasks, including performing physical counts and reconciling differences between actual quantities and system records for accurate financial reporting.
• Inspected account books and recorded transactions.

GPA: CGPA: 6.1

• A Study on factors that influence investing decisions and marketing techniques of SLIC (Shriram Life Insurance Company) - Research Project
• Finance and financial sales intern, Shriram life insurance, Completed 2021

GPA: CGPA: 6.4

• Representative/ performer of Nukkad Nattak Team
• Representative of Umeed - An initiative program by BIT Noida students to reach and help underprivileged, needy and helpless
• Runner up in Advertisement creation competition
• Participated in Web designing competition
• A Study to Understand stress management at S.S. Engineering - Research Project