Suhani Dhawan
Noida
Summary
ACCA candidate (12 exams completed) with experience in CRM database management, client communications, and transaction processing. Adept at maintaining accurate client records and collaborating with internal teams to streamline workflows and ensure compliance. Interested in applying analytical and operational skills within investor relations and client servicing.
Overview
2
2
years of professional experience
Work History
Insurance Advisor
Tacterial Consulting Pvt. Limited
Bangalore
07.2025 - Current
- Updated client records in CRM systems, ensuring accuracy and compliance with industry standards.
- Managed written client communications and queries, serving as primary point of contact for timely responses.
- Processed client transactions and service requests, organizing documentation for efficient retrieval within CRM platforms.
- Collaborated with internal teams to gather data and streamline workflows, improving record management practices.
Marketing and PR Associate
KMAC Tech Pvt. Limited
New Delhi
12.2023 - 11.2024
- Directed marketing and PR campaigns for luxury hospitality brands, enhancing brand visibility among owners and HNI clients.
- Conducted market research and competitor analysis, informing campaign strategy and strengthening brand positioning.
- Analyzed campaign and customer engagement data using Excel, preparing reports and performance summaries for internal teams and clients.
- Fostered relationships with key stakeholders, facilitating collaboration with hospitality partners and HNI clients.
Education
Bachelors of Commerce -
Symbiosis College of Arts And Commerce
Pune, Maharashtra04-2025
12 ACCA Qualifications - Accounting And Finance
Association of Chartered Accountants
United KingdomSkills
Client Relations
- Relationship management
- Stakeholder Communication
Operational & Analytical
- Process improvement
- Collaboration and compliance
Technical Skills
- CRM Management
- Microsoft Excel (data analysis, reporting)
- Data management
- Market research
Timeline
Insurance Advisor
Tacterial Consulting Pvt. Limited
07.2025 - Current
Marketing and PR Associate
KMAC Tech Pvt. Limited
12.2023 - 11.2024
Bachelors of Commerce -
Symbiosis College of Arts And Commerce
12 ACCA Qualifications - Accounting And Finance
Association of Chartered Accountants