Work Experience
Intern
Bajaj Allianz
Managed customer data and policy records using Excel for reporting and tracking, strengthened communication and interpersonal skills to drive customer acquisition, assisted in documentation and processing for insurance policy onboarding, maintained accurate operational data and reporting dashboards, utilized Excel to manage customer records, generate lead performance reports, and track conversion metrics, assisted in basic data analysis to identify customer segments and prioritize high-conversion leads, helped streamline the policy onboarding process by tracking client follow-ups and documentation status
Skills
Projects
Healthcare Financial Reporting and Dashboard Analysis
Developed a Management Information System (MIS), Transaction Processing System (TPS), and financial dashboard for a hospital, collected and analyzed previous year’s financial data to assess profitability and operational efficiency, created visual reports and summary dashboards to showcase revenue, cost patterns, and net profit/loss metrics
Equity Portfolio Performance Analysis
Created a mock portfolio of stocks across different sectors, tracked their historical performance and calculated returns, beta, standard deviation, and Sharpe ratio, analyzed portfolio diversification and risk-reward ratio
Fixed Deposit vs Mutual Fund vs SIP – Return Comparison
Researched and simulated investment returns over 5 years, compared risk, return, and liquidity, created charts to explain suitability for different investors
Sales Data Analysis and Dashboard Development
Cleaned and structured raw sales data using Excel, developed an interactive dashboard to track revenue, profit margin, and region-wise performance, identified sales trends and top-performing product categories to support data-driven decisions, automated KPI reporting, improving reporting efficiency
Education
Bachelor’s in Business Administration, Finance
Alliance University