Sachin Sabu
Alappuzha
Summary
Dynamic and detail-oriented professional with diverse experience in financial advisory, business development, customer service, and operations management. Skilled in data collection, analysis, and reporting using Excel and CRM tools to drive informed decision-making and improve business outcomes. Demonstrated ability to analyze customer and sales data to identify trends, optimize processes, and enhance performance. Strong foundation in data handling, KPI monitoring, and data-driven communication. Eager to leverage practical experience and analytical skills in a formal Data Analytics program to develop advanced expertise and contribute to data-driven solutions.
Overview
6
6
years of professional experience
6048
6048
years of post-secondary education
Work History
Financial Consultant
Policybazaar
Ernakulam, India
08.2024 - 12.2025
- Analyzed customer financial data, risk profiles, and investment patterns to recommend suitable insurance and investment portfolios.
- Used data insights from CRM and customer behaviour metrics to prioritize high-potential leads and optimize follow-up strategies.
- Prepared comparison reports using Excel, including premium analysis, ROI projections, and benefit summaries.
- Maintained accurate datasets of policies, premiums, claims, and customer details to support decision-making.
- Monitored performance metrics such as conversion rate, lead quality, policy value, and customer engagement trends.
- Conducted needs-based financial analysis using customer data (income, liabilities, risk appetite, future goals).
- Used historical data to forecast customer purchase probability and personalize recommendations.
- Solved complex financial issues with sound advice and solutions.
- Assisted clients in creating budgets and savings plans for their future needs.
Centre Head
Nowuz International
Ernakulam, India
01.2023 - 06.2024
- Maintained and organized centre-level data, including attendance, lead collection logs, and daily activity reports.
- Compiled weekly metrics such as number of calls, successful conversions, and volunteer productivity.
- Used Excel/Google Sheets to track centre performance, maintain records, and prepare summary reports.
- Analyzed daily outreach data to understand trends and improve volunteer effectiveness.
- Monitored KPIs such as number of calls made, engagement rate, and follow-up success.
- Identified bottlenecks in the calling process and suggested improvements based on data insights.
- Ensured data accuracy and timely reporting to higher management.
- Trained new call takers on call pitch, communication standards, and process guidelines.
- Conducted quality checks on calls and provided feedback to enhance performance.
- Developed scripts and call guidelines to ensure consistent communication.
Business Development Associate
Byju's
Ernakulam, India
08.2022 - 11.2022
- Analyzed daily lead data to identify high-conversion customer segments and improve outreach strategies.
- Monitored funnel metrics such as lead quality, conversion rate, follow-up success, and demo completion rate to optimize performance.
- Maintained and updated CRM data with high accuracy, ensuring reliable datasets for business decisions.
- Prepared weekly performance reports using Excel, including pivot tables, trend charts, and lead analytics.
- Used data insights to prioritize high-value leads, contributing to improved sales efficiency.
- Conducted forecasting of potential conversions based on historical data and lead behaviour patterns.
- Analyzed customer feedback data to identify pain points and suggest improvements in product messaging.
- Collaborated with the sales and operations teams to share data-driven insights for strategy improvement.
- Identified trends in lead engagement and recommended targeted follow-up plans.
Customer Care Executive
Reliance Jio
Alappuzha, India
02.2021 - 03.2022
- Analyzed daily customer interaction data to identify trends in complaints, service requests, and resolution times.
- Maintained and updated customer records and service logs, ensuring >98% data accuracy.
- Compiled weekly/monthly performance reports using Excel (pivot tables, charts, VLOOKUP).
- Monitored SLA and ticket metrics, highlighting areas needing improvement.
- Used customer interaction data to suggest improvements in workflow and service processes.
- Collaborated with team leads to provide data-driven insights for improving customer satisfaction.
- Tracked key metrics such as AHT (Average Handling Time), CSAT, FCR, and call trends.
- Created daily/weekly summaries of KPIs to support team leaders and supervisors.
- Presented data findings to supervisors to help improve customer experience.
- Explained insights from reports in simple, actionable terms for non-technical stakeholders.
Sales Head
Phoenix Books
Palakkad, India
08.2019 - 12.2020
- Assisted customers in selecting books based on their interests, preferences, and requirements.
- Managed daily sales operations, billing, and customer inquiries.
- Organized and maintained book displays to ensure easy access and a pleasant shopping experience.
- Handled cash, card payments, and daily closing of sales registers.
- Monitored stock levels and coordinated with suppliers for restocking popular titles.
Education
Bachelor in Business - BUSINESS
Bharathiar
Coimbatore, Tamil Nadu /2015 - 05.2018
Senior Secondary - BIOMATH
LeoXIII Senior Secondary School
Alappuzha, Kerala /2013 - 03.2015
SSLC - SCIENCE
Md Seminary Higher Secondary
Kottayam, Kerala /2012 - 03.2013
Skills
Strategic financial planning
Financial Forecasting
Tax planning
Portfolio construction
Retirement planning advice
Lead follow-up
Sales leadership development
Leadership & influence
Virtual team leadership
Salesforce lead strategy
Lead generation methods
Call handling data analysis
Leading by example
Strong leadership skills
CRM records management
Outstanding problem solving
Adaptability
Excel charts and pivot tables
Microsoft Outlook, Word and Excel
Analysing data
Target market analysis
Team target forecasting
Revenue target delivery
Focus group management
Languages
English
Upper intermediate (B2)
Malayalam
Proficient (C2)
Tamil
Proficient (C2)
Kannada
Proficient (C2)
Accomplishments
- Improved customer engagement and lead conversion by analyzing client data and prioritizing high-potential prospects.
- Increased sales efficiency by tracking and optimizing daily sales and follow-up activities using Excel dashboards.
- Maintained 99% accuracy in CRM data entry, enabling reliable reporting and forecasting.
- Reduced customer query resolution time by identifying common issues through call data analysis and process improvements.
- Trained and mentored new team members on best practices and data-driven sales techniques, resulting in faster onboarding and improved performance.
- Compiled and presented weekly performance reports to supervisors, facilitating data-driven decision making.
- Streamlined inventory management by tracking sales trends and adjusting stock levels accordingly.
Timeline
Financial Consultant
Policybazaar
08.2024 - 12.2025
Centre Head
Nowuz International
01.2023 - 06.2024
Business Development Associate
Byju's
08.2022 - 11.2022
Customer Care Executive
Reliance Jio
02.2021 - 03.2022
Sales Head
Phoenix Books
08.2019 - 12.2020
Bachelor in Business - BUSINESS
Bharathiar
/2015 - 05.2018
Senior Secondary - BIOMATH
LeoXIII Senior Secondary School
/2013 - 03.2015
SSLC - SCIENCE
Md Seminary Higher Secondary
/2012 - 03.2013