Summary
Overview
Work History
Education
Skills
Timeline
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Saroj Maheria

Saroj Maheria

Hyderabad

Summary

Results-driven Senior Analyst with expertise in data analysis, market research, and strategic insights. Proven track record in delivering actionable recommendations and enhancing CRM management to drive business growth.

Overview

8
8
years of professional experience

Work History

Senior Analyst

Deloitte USI
Hyderabad
06.2022 - Current
  • Deliver strategic insights and analyze industry trends to support the Deloitte Private Insurance sector’s growth.
  • Study sales and pipeline data to highlight key trends and provide actionable recommendations to Sales Excellence leadership.
  • Conduct thorough market and value chain analyses, covering market sizing, growth forecasts, challenges, and competitor landscapes.
  • Build and maintain dashboards and reports to monitor KPIs and help leaders make informed decisions.
  • Lead and streamline regular reporting processes, including preparing and coordinating Business Performance Reviews (BPR).
  • Automate analytics processes and reporting tasks to boost efficiency and minimize manual work.
  • Provide day-to-day operational support and share best practices with engagement partners, ensuring alignment with new tools and strategies.
  • Evaluate and report on business models, income streams, internal structures, market position, and notable industry changes.
  • Create and refine templates and standardized deliverables to enhance the quality and consistency of insights shared with clients.
  • Organize data collection, promote best practices, and manage updates on key strategic initiatives.
  • Work closely with account leaders to plan, execute, and monitor account strategies, delivering regular progress updates.
  • Act as a trusted advisor to account leaders, simplifying complex information for clear decision-making.
  • Support special projects and executive presentations through ad-hoc research and information gathering.
  • Build and update tools for managing account relationships, such as organizational charts and relationship maps.
  • Manage stakeholder expectations, juggle competing priorities, and resolve issues to keep operations running smoothly.
  • Share learnings and resources across accounts to foster consistency and efficiency.
  • Analyze and interpret reports on opportunity management, financials, client satisfaction, and contracts.
  • Oversee sales and pipeline tracking, data validation, and executive reporting in CRM systems like Salesforce (Jupiter), Eagle, and CIR.
  • Collaborate with field experts to successfully deliver projects.
  • Manage Confidentiality Information Program processes, including onboarding and offboarding team members.
  • Stay updated on industry trends and build deep expertise in Client Account Management.
  • Coach and mentor team members in project management and client-facing skills.
  • Spot team skill gaps and help design training solutions.
  • Support a positive, collaborative, and productive team environment by resolving issues proactively.
  • Guide team development through regular feedback and recognition of individual strengths.
  • Share insights during quarterly talent reviews to strengthen high-performance culture.
  • Align with CAM, LCSP, and CRE leadership, driving strategies and initiatives to achieve organizational goals.
  • Manage stakeholder relationships, lead the team, communicate with clients, and contribute to resource development.

Research Analyst

Mordor Intelligence
Hyderabad
05.2019 - 05.2022
  • Authored more than 200 market research reports covering sector trends and future opportunities, utilizing both secondary and primary research methodologies.
  • Led project teams through the entire project lifecycle—planning, resource allocation, progress monitoring, and successful delivery of client-informed insights.
  • Presented actionable recommendations to clients based on competitive analysis, PESTLE, SWOT, and financial modeling, directly influencing client go-to-market strategies.
  • Established and updated procedures for managing industry data, contributing to continuous process improvements and streamlined knowledge transfer.
  • Developed surveys and questionnaires to collect primary data from target audiences.

Business Development Executive

Salsify Inc.
Pune
07.2018 - 04.2019
  • Generated an average of 12+ qualified leads per week, surpassing targets by 9%, through target market research and stakeholder engagement.
  • Coordinated event logistics and hosted over 6 business events, facilitating cross-functional networking and sector learning activities.
  • Conducted market research to identify emerging trends and customer needs.
  • Managed CRM tools to track leads and optimize follow-up processes efficiently.

Education

Master of Science - Media & General Studies

Birla Institute of Technology & Science, Pilani
Pilani
08-2018

Skills

  • Data analysis
  • Market research
  • CRM management
  • Strategic insights
  • BI Dashboard development
  • Industry trend analysis
  • Proficiency with Microsoft Office & AI Tools (Copilot, ChatGPT)

Timeline

Senior Analyst

Deloitte USI
06.2022 - Current

Research Analyst

Mordor Intelligence
05.2019 - 05.2022

Business Development Executive

Salsify Inc.
07.2018 - 04.2019

Master of Science - Media & General Studies

Birla Institute of Technology & Science, Pilani
Saroj Maheria