Santosh Kumar
Noida
Summary
Dynamic finance professional with a proven track record at HDFC Life, delivering tailored financial solutions and creating robust investment portfolios. Skilled in accounting software and customer service, I excel in critical thinking and communication, ensuring clients achieve financial stability and peace of mind. Committed to driving results and enhancing customer experience.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Sr Corporate Agency Manager
HDFC Life
09.2023 - Current
- Provided financial solutions to clients to protect their families from financial crisis
- Offered support to help clients achieve their future goals and dreams
- Aided clients in securing financial stability and peace of mind
- Created investment portfolios for clients.
- Provided investment advice to clients.
- Offered recommendations to clients on building substantial portfolios.
Customer Care Executive
Nippon Data System Ltd.
11.2022 - 05.2023
- Handled customer queries and complaints regarding electricity supply, billing, and new connection applications for domestic and industrial customers.
- Resolved customer inquiries while maintaining a positive service experience.
Finance Intern
READY WEALTH
03.2022 - 05.2022
- Analyzed financial data to support investment strategies and portfolio management.
- Conducted market research to identify trends in investment opportunities.
- Utilized Excel for data analysis and reporting on financial performance metrics.
Education
MBA - Finance, Marketing
Noida International University
Greater Noida05-2023
B. Com (Honours) -
Jaypee University
Bulandshahr, Uttar Pradesh06-2020
Class XII -
Delhi Public School
Aligarh, Uttar Pradesh05-2017
Class X -
Air Force School
Ambala Cantt, Haryana05-2015
Skills
- Financial analysis
- Accounting Software
- Client Relationship Management
- Customer Experience
- MS Office
- Numerical competence
- Critical thinking
- Time Management
- Presentation
- Communication
Certification
- Diploma in Computer Application, 02/01/2019
- Introduction to Corporate Finance, 01/01/2022
- NISM 8 Equity and Derivatives, 12/01/2024
Languages
English
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1
Accomplishments
Top Performer Awards.
Timeline
Sr Corporate Agency Manager
HDFC Life
09.2023 - Current
Customer Care Executive
Nippon Data System Ltd.
11.2022 - 05.2023
Finance Intern
READY WEALTH
03.2022 - 05.2022
MBA - Finance, Marketing
Noida International University
B. Com (Honours) -
Jaypee University
Class XII -
Delhi Public School
Class X -
Air Force School