About Me
Business Growth Strategist | Banking Professional | Data-Driven Decision Maker | Sales Leader | Data Enthusiast
I am an MBA professional specializing in Marketing and Human Resource Management, currently serving as a Customer Support Associate at SIDBI, New Delhi. My career reflects a strong blend of banking operations, sales leadership, financial services exposure, and analytical problem-solving.
Having worked with reputed organizations including SIDBI, HDFC Life, ICICI Prudential Life Insurance, BharatPe, and Prayosha Food Services, I have consistently driven measurable growth, built strong client relationships, and contributed to revenue expansion through strategic execution.
Key Achievements
- Achieved 130% monthly revenue targets for three consecutive quarters at HDFC Life.
- Drove 20% increase in customer acquisition through structured sales planning and lead conversion strategies.
- Led a 15+ member sales team at ICICI Prudential, exceeding revenue targets by 25%.
- Received Emerging Star Award and LeadTheNext Recognition for performance excellence.
- Supported MSME loan documentation and workflow coordination at SIDBI, strengthening financial operations understanding.
Beyond core business roles, I have developed analytical projects such as Customer Segmentation using RFM Analysis and Inventory Demand Forecasting models, leveraging tools including Advanced Excel, Power BI, Tableau, Python, and VBA. These projects reflect my commitment to bridging business strategy with data intelligence.
My certifications, including the SEBI-NISM Investor Certification Examination, demonstrate my dedication to financial literacy, compliance awareness, and continuous professional development.
I aim to integrate strategic thinking, financial insight, and data-driven methodologies to contribute meaningfully to organizations focused on sustainable growth and operational excellence.
Core Competencies
Revenue Growth & Sales Strategy
Lead Generation, Client Retention, Target Achievement
Market Research & Competitive Analysis
Strategic Planning, Prospecting, Negotiation
Credit Documentation & Loan Processing
MSME Loan Support, Risk Coordination
Financial Compliance & Regulatory Awareness
SEBI-NISM Certified, Financial Literacy
Advanced Excel & VBA
Data Cleaning, Dashboarding
Power BI, Tableau & Python
RFM Segmentation, Demand Forecasting
Professional Experience
SIDBI – Customer Support Associate
Oct 2025 – Present
Supporting credit appraisal and loan processing workflows, assisting in financial documentation review, risk coordination, and compliance verification. Collaborating with internal teams to ensure accurate credit analysis and efficient processing of financial applications.
HDFC Life – Assistant Sales Manager
Sep 2024 – Sep 2025
Led client acquisition and portfolio management initiatives to drive revenue growth. Designed strategic sales plans, strengthened client relationships, and improved customer retention through consultative selling approaches.
Petpooja – Relationship Manager
Jun 2024 – Sep 2024
Managed B2B client relationships, ensured smooth onboarding, and enhanced merchant engagement by resolving operational concerns and maintaining long-term business partnerships.
ICICI Prudential Life Insurance – Unit Manager
Sep 2023 – Jun 2024
Led and mentored a sales team to achieve revenue targets. Executed growth strategies, monitored performance metrics, and ensured consistent achievement of monthly business objectives.
BharatPe – Business Development Intern
Jul 2022 – Aug 2022
Executed merchant acquisition activities and promoted digital payment solutions. Conducted market outreach and supported expansion of the company’s local business network.
Featured Projects
Customer Segmentation – RFM Analysis
Data Analytics Project | 2025
Developed a structured customer segmentation model using RFM (Recency, Frequency, Monetary) analysis on retail transaction data to classify customers into Best, Loyal, At-Risk, and Attention-needed segments.
- Performed data cleaning and transformation using Excel / Python.
- Calculated RFM scores and assigned weighted customer segments.
- Enabled targeted marketing strategy and customer retention insights.
Business Impact: Improved marketing targeting efficiency and helped identify high-value and churn-risk customers.
GitHub Repository →
Inventory Management & Demand Forecasting
Data Analytics Project | 2025
Built an inventory optimization and demand forecasting model using historical sales data across multiple products and stores.
- Implemented 7-day moving average demand forecasting model.
- Identified high-demand products and stockout risk patterns.
- Analyzed sales trends to support data-driven inventory planning.
Business Impact: Reduced potential stockouts and improved inventory allocation decisions.
GitHub Repository →
Certifications & Professional Development
SEBI-NISM Investor Certification Examination
January 2025
Certified in financial market fundamentals, investor awareness, and regulatory compliance under SEBI guidelines.
View Certificate →NISM – Financial Literacy Course for Bharat
July 2025
Completed structured training focused on financial inclusion, investment awareness, and financial planning fundamentals.
View Certificate →Finance & Inventory Management – Ashiyana By Naman Welfare Trust
June 2023 – November 2023
Worked on finance tracking and inventory management processes, supporting financial planning and stock monitoring activities.
View Certificate →