Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Additional Information - Hobbies
Timeline
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Siddharth Warrier

Siddharth Warrier

Bangalore

Summary

Dynamic professional with 8+ years’ experience across strategy, client management, and analytics—blending business insight with strong technical skills in Power BI, SQL, and Python. Adept at applying best practices from financial services and consulting to solve data-driven business problems. Eager to leverage this multidisciplinary background to unlock new value in analytics roles.

Overview

14
14
years of professional experience

Work History

Data Analytics & Business Strategy

Freelance Consultant
01.2023 - Current
  • Provided data analysis & business consulting solutions to clients (SME businesses)
  • Designed and delivered interactive dashboards using Power BI to enable data driven decision making
  • Conducted data cleaning and transformation and exploratory analysis using Python and SQL, uncovering business insights
  • Oversaw family business operations in Ayurvedic products

Wealth Analyst

Citibank N A
01.2020 - 10.2022
  • Managed investment portfolio of HNI clients by engaging in financial goal based discussions and understanding their requirements and thereby recommending various avenues for investment
  • Developed cross-selling opportunities on third-party products, including Mutual Funds, PMS, Insurance, and Structured Products.
  • Analyzed client data points to identify upsell and cross-sell opportunities, resulting in a more than 20% increase in conversion rates.
  • Targeted high-value customer segments, boosting premium product adoption by 35%

Agency Development Manager (Sales Strategy) - Agency Sales

ICICI Prudential Life Insurance Company Ltd
07.2018 - 01.2020
  • Crafted and executed a strategic plan for new agency development in the Saurashtra cluster.
  • Built and expanded a new distribution network, increasing new advisor creation by 25% year-over-year.
  • Enhanced advisor activation rates from 5% to 30% through improved stakeholder engagement.
  • Coordinated and conducted product training and refresher programs to raise monthly advisor activity rates to 20%.

Territory Manager (Key Accounts - BD & BM)

Coffee Day Beverages Limited
01.2018 - 06.2018
  • Expanded Ahmedabad operations by targeting new prospects through strategic field mapping and cold calling.
  • Conducted customer consumption pattern analysis, achieving monthly billing targets and increasing niche product penetration by 40%.
  • Managed distributor relationships to generate new client leads, boosting client additions by 16% year-over-year.

Deputy Manager-Business Development & Marketing

Essar Heavy Engineering Services
11.2011 - 05.2014
  • Identified and enrolled top 10 clients in Oil & Gas and Power sectors for ongoing projects.
  • Negotiated client orders and managed inquiries during the pre-offer stage, improving tender-to-order conversions by 20%.
  • Collaborated with estimation teams to develop competitive pricing strategies for key clients.

Education

Advance Certification In Data Science & ML - Data Science

IIT
Guwahati
03-2024

PGDM - Marketing & Operations

International Management Institute
New Delhi
04-2017

Bachelor of Engineering - Mechanical Engineering

Sardar Patel University
A D Patel Institute Of Technology
06-2011

Skills

  • Power BI
  • SQL
  • Tableau
  • Python
  • Excel

Websites

Accomplishments

  • Qualified in 'The Winners Circle' in Q4, 2020 at Citi.
  • Finished amongst top performers in Q2, 2021.
  • Finished amongst Top 4 managers of Gujarat in January 2019 at ICICI Prudential.
  • Amongst the Top 5 Agency Development managers across India in June 2019 at ICICI Prudential.
  • Represented college and school at various inter-school/college quiz competitions.

Additional Information - Hobbies

  • Outdoor sports mainly cricket, football, volleyball
  • Solving Sudoku
  • Playing chess
  • Reading
  • Traveling

Timeline

Data Analytics & Business Strategy

Freelance Consultant
01.2023 - Current

Wealth Analyst

Citibank N A
01.2020 - 10.2022

Agency Development Manager (Sales Strategy) - Agency Sales

ICICI Prudential Life Insurance Company Ltd
07.2018 - 01.2020

Territory Manager (Key Accounts - BD & BM)

Coffee Day Beverages Limited
01.2018 - 06.2018

Deputy Manager-Business Development & Marketing

Essar Heavy Engineering Services
11.2011 - 05.2014

Advance Certification In Data Science & ML - Data Science

IIT

PGDM - Marketing & Operations

International Management Institute

Bachelor of Engineering - Mechanical Engineering

Sardar Patel University

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Siddharth Warrier