Sagarika Sinha
Financial Analyst
Lucknow
Summary
Proactive and meticulous Manager with over 4 years of experience in Banking, chemicals, FMCG and EdTech industry. Proficiencies in inventory control, sales, staff training and development. Expertise in management reportings, budget analysis and financial analysis
Overview
3
3
years of professional experience
3
3
Certifications
2
2
Languages
Work History
Senior Program Manager
The Queen's English
02.2023 - 08.2023
- Collaborated with development teams, internal customers, and product line management to verify delivery of desired quality requirements to distributors.
- Performed program research and analyzed data collection to develop cost estimates and budgets.
- Mentored and led new employees to enhance App based teaching program production.
- Trained marketing, sales and implementation teams to accomplish set goals and benchmarks after close analysis of competition in the U.P Market in EdTech field.
Managing Director
Self Employed
11.2021 - 04.2023
- Explored entrepreneurship with establishing a Pvt Ltd Company with 2 partners
- Built company from scratch and raised funds for running a business in service sector
- Successfully managed a franchise by CavinKare Pvt Ltd for 1.5 years before handing over a profitable business to other partners
Senior Wealth Manager
ICICI Bank Ltd
09.2020 - 11.2021
- 140% YOY sales growth in alloted zone
- Increased book size from 25cr to 58cr
- Portfolio Management on a book of 103cr and contributed 38cr growth in 1 year
- Handling a team of 4 members to generate maximum results
- Collaborated, onboarded and managed end to end relationship of HNI clients to develop customized investment portfolios as well as all bank related services
- Presented financial plans and investment recommendations to clients
- Monitored and updated financial plans to comply with client goals.
- Researched and evaluated potential investment products for clients.
- Customer Relationship Management to retain and create new client base
Education
MBA - Finance
Institute of Management, Christ University
Bengaluru 04.2001 -
Post Graduate Diploma - Financial Management
Maharaja Sayajirao University
Vadodara 04.2001 -
Bachelors in Commerce - Accounting And Finance
Maharaja Sayajirao University
Vadodara 04.2001 -
Skills
Project Leadership
Implementation Planning
Business Forecasting
Mentoring and Training
Business Administration
Client Relationship Building
Financial Planning
Cash Flow Analysis
Portfolio Management
Quantitative Analysis
Business Development
Bookkeeping
Financial Reporting
Budget Analysis
Funds Management
Accomplishments
Live/ Academic Projects
- Prepared budgets for various departments of Bank of Baroda and assisted in establishing inventory cost system for major branches across Bangalore
- Worked with college grown startup for vegetable distribution system and helped in developing their financial requirements for capital management, cost management and book-keeping
- Sales and Distributon management: built a system and trained staff to increase sales and established budgets for Adex Custom, a local sports jersey and equipments startup at bangalore.
Certification
Business Analytics with excel:Advance
Timeline
Managerial Economics and Business Analysis
02-2024
Business Analytics with excel:Advance
11-2023
Senior Program Manager
The Queen's English
02.2023 - 08.2023
Managing Director
Self Employed
11.2021 - 04.2023
Senior Wealth Manager
ICICI Bank Ltd
09.2020 - 11.2021
Fundamentals of Quantitative Modeling
06-2020
MBA - Finance
Institute of Management, Christ University
04.2001 -
Post Graduate Diploma - Financial Management
Maharaja Sayajirao University
04.2001 -
Bachelors in Commerce - Accounting And Finance
Maharaja Sayajirao University
04.2001 -