Capital Markets,Financial Planning,Sustainable Investing
Sanchit Verma
Finance Graduate | CFA Level 1
Gurgaon
Summary
Finance professional with strong analytical skills, CFA Level 1 passed, and hands-on experience in financial analysis and dashboard reporting.
Skilled in MYSQL and Advanced Excel. Worked at PolicyBazaar from 2022-2023 in client interactions and data-driven decision making after that did internship at Parrot Money in 2025.
Overview
3
3
years of professional experience
2
2
Certifications
2
2
Languages
Work History
Associate Sales Executive
PolicyBazaar
02.2022 - 05.2023
• Guided customers in selecting suitable investment plans.
• Assisted 150+ customers with KYC checks and documentation, ensuring adherence to regulatory requirements.
• Conducted product training sessions for new hires, enhancing team knowledge and service delivery.
• Managed updates to the CRM system, streamlining operations and improving data accuracy.
• Proven ability to learn quickly and adapt to new situations.
Fintech Analyst Intern
Parrot Money
04.2025 - 06.2025
• Developed financial dashboards and reports to track key metrics including user aquisition cost, customer lifetime value, and transaction volumes.
• Participated in the analysis of customer data to identify revenue optimization opportunities.
• Participated in audit preparation by organizing financial documentation and responding to auditor inquiries.
Education
Bachelor of Commerce - Financial Accounting,Corporate Finance,Economics
Maharishi Dayanand University
Rohtak, India 04.2001 -
Skills
MYSQL
Certification
• Business Analyst Assessment
Interests
Timeline
• Chartered Financial Analyst Level 1
08-2025
Fintech Analyst Intern
Parrot Money
04.2025 - 06.2025
• Business Analyst Assessment
04-2025
Associate Sales Executive
PolicyBazaar
02.2022 - 05.2023
Bachelor of Commerce - Financial Accounting,Corporate Finance,Economics
Maharishi Dayanand University
04.2001 -