Summary
Overview
Work History
Education
Skills
Certification
LEADERSHIP & EXTRACURRICULAR ACTIVITIES
References
Timeline
Generic

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, Kerala
04.2025

Bachelor of Commerce (B.Com) - Insurance & Banking

Mar Gregorios College
Alappuzha, Kerala
05.2022

High School Diploma -

LEO XIII HSS
Alappuzha, Kerala
05.2019

High School - CBSE

S.D.V.E.M.HSS
Alappuzha, Kerala
04.2017

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

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