Siddharth Pandey

Siddharth Pandey

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location of Siddharth PandeyGurugram, Haryana, India

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  • Timeline

  • About me

    Financial Advisory

  • Education

    • Lovely Professional University

      2013 - 2017
      Bachelor of Technology - BTech Mechanical Engineering
  • Experience

    • Policybazaar.com

      Feb 2021 - Aug 2022

      • Led sales team and managed client accounts to achieve revenue targets and sales objectives.• Developed sales strategies and tactics to penetrate new markets and expand existing client base.• Provided sales training and mentorship to junior team members to enhance sales skills and performance.• Conducted market research and competitor analysis to identify business opportunities and trends.• Utilized Microsoft Excel to analyse sales data and forecast sales projections.• Created dynamic PowerPoint presentations to pitch products and strategies to senior management and stakeholders. Show less

      • Senior Sales Consultant

        Apr 2022 - Aug 2022
      • Financial Advisor

        Feb 2021 - Aug 2022
      • Associate Sales Consultant

        Feb 2021 - Mar 2022
    • INDmoney

      Sept 2022 - Jul 2023
      Relationship Manager

      • Managed client relationships and provided financial product recommendations based on client needs and goals.• Conducted financial analyses and risk assessments to develop tailored investment strategies.• Collaborated with internal teams to ensure seamless execution of client transactions and account maintenance.• Utilized Microsoft Excel to analyse financial data and create customized reports for clients.• Created visually appealing PowerPoint presentations to showcase investment performance and recommendations to clients. Show less

    • Accenture in India

      Sept 2023 - Feb 2024
      Associate

      • Provided exceptional customer service by addressing inquiries, resolving issues, and ensuring customer satisfaction.• Demonstrated strong problem-solving abilities to resolve customer complaints and concerns efficiently.• Managed multiple tasks simultaneously in a fast-paced environment, prioritizing workload to meet service level agreements.• Collaborated with cross-functional teams to implement process improvements and enhance the overall customer experience.• Proficiently utilized Microsoft Excel to maintain customer records and track service metrics.• Created compelling visualizations using Excel charts and graphs to present service performance metrics to management.• Developed PowerPoint presentations to communicate customer feedback and service improvements to management. Show less

  • Licenses & Certifications

    • Accelerator Program in Business Analytics and Data Science

      Hero Vired
      May 2024
      View certificate certificate
    • The Ultimate MySQL Bootcamp: Go from SQL Beginner to Expert

      Udemy
      Apr 2024
      View certificate certificate
    • Tableau Advanced: Master Tableau in Data Science

      Udemy
      Apr 2024
      View certificate certificate
    • Accelerator Program in Business Analytics and Data Science: (Capstone)

      Hero Vired
      May 2024
      View certificate certificate
    • Microsoft PowerPoint From Beginner to Advanced

      Udemy
      Mar 2024
      View certificate certificate
    • JPMorgan Chase & Co. - Excel Skills Job Simulation

      Forage
      Feb 2024
      View certificate certificate
    • Tableau A-Z: Hands-On Tableau Training for Data Science

      Udemy
      Apr 2024
      View certificate certificate
    • Microsoft Excel - Excel from Beginner to Advanced

      Udemy
      Feb 2024
      View certificate certificate