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
undefinedAccomplishments
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 -
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