Pooja Dhakad
Gwalior
Summary
Dynamic financial consultant with expertise from HDFC Life, specializing in financial modeling and client communication. Proven track record in delivering tailored investment strategies and enhancing client financial literacy. Adept at portfolio management and data analysis, driving impactful results and fostering strong client relationships.
Overview
8
8
years of professional experience
Work History
Financial Consultant
HDFC Life
GWALIOR
09.2017 - 04.2025
- Analyzed client financial data to provide tailored investment recommendations.
- Reviewed and updated client portfolios to align investments with evolving financial goals.
- Collaborated with team members to create customized financial strategies addressing client needs.
- Educated clients on insurance products and investment options to enhance financial literacy.
Insurance Agent
LIC
GWALIOR
02.2024 - 03.2025
- Guided clients in selecting tailored insurance policies to meet specific needs.
- Clarified policy features and benefits to potential customers, enhancing their understanding and decision-making.
- Assisted clients in understanding insurance policies and coverage options.
- Conducted policy reviews to ensure compliance with company standards.
- Processed claims efficiently while maintaining client confidentiality.
Intern
Numeric infosystem private limited
- Designed and developed software applications using C, C++, and .Net to meet client specifications.
- Supported team members with research and analysis tasks.
- Coordinated meetings and prepared agendas for project discussions.
- Assisted in data entry and management for client projects.
Education
Ph.D. - Computer Science
Vikrant University of Technology And Management
GWALIOR01-2025
M.Tech - Computer Science
Vikrant University Gwalior
Gwalior08-2023
B.Tech - Computer Science
GEC Group of College (RGPV)
Gwalior12-2017
XII - PCM
ASHISH CONVENT HIGHER SECONDARY SCHOOL
GWALIOR05-2012
X -
RADHA VALLABH ACADEMY
GWALIOR06-2010
Skills
- Financial Modeling
- Financial Reporting
- Portfolio Management
- Data Analysis
- MS-Excel
- Database management
- MS-PowerPoint
- Client Communication
Extracurricular Activities
Actively involved in annual functions at School Played a key role in handling class activities conducted within the school premises. Appointed as School Head Girl. Participated in various Quiz competitions and activities conducted in school
Hobbies and Interests
- Teaching
- Dancing
- Driving
- Designing
- Listening Music
- Gaming
Personal Information
- Date of Birth: 06/05/95
- Gender: Female
- Nationality: Indian
Languages
- Hindi
- English
- Hindi
Timeline
Insurance Agent
LIC
02.2024 - 03.2025
Financial Consultant
HDFC Life
09.2017 - 04.2025
Intern
Numeric infosystem private limited
Ph.D. - Computer Science
Vikrant University of Technology And Management
M.Tech - Computer Science
Vikrant University Gwalior
B.Tech - Computer Science
GEC Group of College (RGPV)
XII - PCM
ASHISH CONVENT HIGHER SECONDARY SCHOOL
X -
RADHA VALLABH ACADEMY