Summary
Work History
Education
Skills
Websites
Accomplishments
Co Curricular Extracurricular Activities
Awards
Hobbies and Interests
Projects
Internship
Timeline
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Sruti P.

Sruti P.

Secunderabad

Summary

Results-driven finance professional with a strong foundation in business development, currently contributing to client acquisition and portfolio growth at Novo Insurance Broking Services. Proficient in financial modeling, digital marketing, Microsoft Office, and Tally, with a demonstrated ability to deliver client-centric financial solutions. Skilled at building trusted relationships and aligning strategies with institutional goals to drive sustainable growth.

Work History

Business Development Executive (BDE)

Novo Insurance Broking Services Pvt. Ltd
Hyderabad
01.2025 - Current
  • Identify and approach potential clients to promote insurance products.
  • Assist customers in understanding various insurance plans and selecting suitable policies.
  • Build and maintain relationships with clients to enhance customer satisfaction.

Wealth management

Hedge Equities Ltd
  • Location: Work from Home
  • Months of Working: 2

Education

PGDM - Banking Insurance Financial Services (BIFS)

Siva Sivani Institute of Management
Secunderabad
01.2025

B.com - Computer

Loyola Academy
Secunderabad
01.2023

Skills

  • Microsoft Office
  • Tally (ERP9)
  • Digital Marketing
  • Advance MS Excel
  • Financial Modelling

Accomplishments

  • Finance Club Digital Coordinator at SSIM
  • Student Coordinator of BIFS
  • Bulls and Bears event at 25th Samanvay at SSIM
  • Online Promotion Committee for promoting Samanvay of SSIM
  • Start Up Event at 26th Samanvay at SSIM
  • Innovation youth club head in 2021, Loyola Academy
  • Digital coordinator for official page in Instagram of B. Com Computers

Co Curricular Extracurricular Activities

  • Taken part in Group Music and Fancy-Dress competition in degree
  • Made science model on pollution and received 2nd prize in schooling
  • Photography Competition acquire 5th position from Loyola Academy on Resonance
  • Short film on Nepotism in the workplace
  • Workshop on Ethical Hacking for a month
  • Workshop on Culinary Arts

Awards

  • National level quiz competition on Micro Economic - 72%
  • Certificate Course (CC) on Digital Marketing from Loyola college
  • Certified on Tally (ERP.9) from Peegeeh’s computer education
  • NPTEL Course on Leadership for 4 weeks
  • Corporate Finance Fundamentals certified from Corporate Finance Institute
  • Project Management certified from great Learning

Hobbies and Interests

  • Photography
  • Listening Music

Projects

Mutual Funds vs Sensex: Evaluating Performance and Returns Research Paper on A study on Gamification as Marketing Strategy Article review on A Study on the Growth and Development of the Tourism Industry in Uttarakhand Opportunities, Challenges and Strategies Company Facts Presentation on Nykaa Social Project on Women Empowerment HTML Mini Project

Internship

Hedge Equities Ltd, Wealth management, Work from Home, 2

Timeline

Business Development Executive (BDE)

Novo Insurance Broking Services Pvt. Ltd
01.2025 - Current

Wealth management

Hedge Equities Ltd

PGDM - Banking Insurance Financial Services (BIFS)

Siva Sivani Institute of Management

B.com - Computer

Loyola Academy
Sruti P.