SOURAV JAMES
Alappuzha
Summary
Results-driven MBA graduate specializing in Finance Management, equipped with strong analytical, problem-solving, and leadership skills that facilitate efficient task management. Proven expertise in accounting, financial analysis, and business operations, complemented by a commitment to continuous learning. Passionate about leveraging data-driven insights to enhance organizational performance and foster strategic growth. Eager to contribute to dynamic teams and support innovative financial solutions.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Relationship Manager Grade II
Policy Bazaar
04.2025 - Current
- Assisted customers in selecting suitable insurance and financial products.
- Built and managed client relationships to achieve sales targets and customer satisfaction.
- Guided customers through policy features, benefits, and claim procedures.
- Coordinated with internal teams to resolve queries and ensure smooth policy issuance.
- Increase in the sales percentage month by month.
- Gets over 30 referrals in these times.
Accountant
Bijumon Antony and Associates, Alappuzha
04.2022 - 04.2023
- Managed tax payments and prepared financial documentation for clients applying for loans.
- Assisted in financial analysis and bookkeeping for multiple clients.
- Ensured compliance with tax regulations and documentation accuracy.
- Managed over 8 customers daily.
Intern
Kerala Balers Pvt Ltd, Alappuzha
04.2024 - 06.2024
- Conducted a study on the effectiveness of training and development in employee retention.
- Analyzed workforce engagement and provided recommendations for HR improvements.
- Assisted with daily operational tasks, ensuring smooth workflow and adherence to procedures.
- Supported team members by providing timely updates and addressing inquiries efficiently.
Intern
St. Mary's Rubbers Pvt Ltd, Kottayam
12.2024 - 12.2024
- Engaged with doctors and purchase managers to introduce new products.
- Strengthened B2B relationships through effective communication and client management.
Education
MBA - Finance & Operations Management
Marian College Kuttikkanam
Idukki, Kerala04.2025
Bachelor of Commerce (B.Com) - Insurance & Banking
Mar Gregorios College
Alappuzha, Kerala05.2022
High School Diploma -
LEO XIII HSS
Alappuzha, Kerala05.2019
High School - CBSE
S.D.V.E.M.HSS
Alappuzha, Kerala04.2017
Skills
- Team leadership
- Customer service expertise
- Problem-solving skills
- Effective communication
- Technical Skill
- Power BI data visualization
- Advanced Excel skills
- Experience with Tally ERP 09
Certification
- TCS iON Carrer Edge- Communication
- Financial Market, Coursera
- Behavioural Finance, Coursera
LEADERSHIP & EXTRACURRICULAR ACTIVITIES
- College Events Head – Managed IPL Auction Caligo 2024 at Marian College
- Best team leader - OBT Training 2024
References
- Shaan, R S, Assistant Professor,
shaan.rs@mariancollege.org,
+91-81297 97635, Marian College Kuttikkanam, Idukki, Kerala
- Smitha, Saleesh, Team Head,
+91-8921178472, Bijumon Antony and Associates
Timeline
Relationship Manager Grade II
Policy Bazaar
04.2025 - Current
Intern
St. Mary's Rubbers Pvt Ltd, Kottayam
12.2024 - 12.2024
Intern
Kerala Balers Pvt Ltd, Alappuzha
04.2024 - 06.2024
Accountant
Bijumon Antony and Associates, Alappuzha
04.2022 - 04.2023
MBA - Finance & Operations Management
Marian College Kuttikkanam
Bachelor of Commerce (B.Com) - Insurance & Banking
Mar Gregorios College
High School Diploma -
LEO XIII HSS
High School - CBSE
S.D.V.E.M.HSS