Dynamic and result-oriented Senior Analyst with 12 years of comprehensive experience in banking, fintech, and financial planning. Proven expertise in customer relationship management, cross-selling, revenue growth, and process improvement. Adept at providing financial solutions, executing sales strategies, and achieving organizational goals.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Analyst
Arthayantra Corporation
02.2014 - Current
Delivering desired revenue target numbers
Cross-selling to existing customers and acquiring new customers
Providing tailored financial planning and advisory services
Designing and implementing customer-centric financial solutions
Executing sales processes systematically to meet targets
Preparing and maintaining detailed MIS and sales call reports
Senior Relationship Manager
ING Vysya Bank
Responsibilities included revenue target achievement, customer acquisition, cross-selling, and financial advisory.
Relationship Manager
ICICI Securities Ltd
Responsibilities included revenue target achievement, customer acquisition, cross-selling, and financial advisory.
Education
MBA - Marketing & Finance
IILM Institute of Higher Education
01.2012
B.Tech - Computer Science Engineering
S.R.T.I.S.T
01.2010
XII - PCM
Satyam Junior College
01.2006
X - CBSE
Durga Public School
01.2004
Skills
Financial Planning & Analysis
Customer Relationship Management (CRM)
Revenue Growth & Cross-Selling
Banking Operations & Fintech Solutions
Sales Strategy Execution
Team Collaboration & Leadership
MIS Reporting & Process Optimization
C
Database Management
Computer Networking
MS Office Suite
Certification
NCFM Capital Market (Dealers) Module
NCFM Derivatives Market (Dealers) Module
AMFI (Distributor) Module
IRDA Certified Professional
Languages
English
Telugu
Hindi
Achievements And Interests
Represented Hyderabad Cricket Association Under-16 team
Organized national-level marketing and technical events
Active participant in community service and orphanage support initiatives
Interests: Cricket, Travelling, Social Networking, Current Affairs
Disclaimer
I hereby declare that the above information is true and correct to the best of my knowledge and belief.
Head Service Delivery / Core Team Member at Finwell Technologies (Group Company of Arthayantra)Head Service Delivery / Core Team Member at Finwell Technologies (Group Company of Arthayantra)