Life Insurance Sales

Neha Gupta

Mobile +91-965******* C-*D/**-A Janak Puri

D.O.B 22/10/1991 New Delhi- 110058

**************@*****.**.**

Career Objective

To grab every opportunity and set myself a goal where I can be innovative and attain in challenging position by exercising my technical and professional skills.

Professional summary

Have 1 year experienced in Marketing Analytics at Vista Wealth consultants Pvt Ltd.

Have worked on different statistical tools like SAS (Base, Proc SQL, Macros) and Excel for data & statistical analysis.

Have exposure to analytic techniques includes Factor Analysis, Cluster analysis, Time Series Analysis including Regression (both Linear and Logistic)

Academics

2014 - MBA, Finance(Major), Management Education & Research Institute GGSIPU with 75% marks

2012 - BBA, Institute of Innovation in Technology and Management GGSIPU with 80% marks

2009 - Class XII, C.B.S.E. Board with 75% marks

2007 - Class X, C.B.S.E. Board with 80% marks

Technical Skills

Analytical Tools Statistical Techniques Analytics Exposure SAS(Base, Proc Sql,

Macros)and SQL, Excel

& MS-Office

Segmentation(Cluster & Factor

analysis), Regression Analysis (Logistic

and linear), Time series Analysis and

Statistical test, like T-Test, Chi-Square,

ANOVA etc.

Marketing Analytics and Database

marketing - Customer targeting,

Demographic and behavioral

segmentation, Response modelling,

Performance dashboards

CAREER CONTOUR

Vista Wealth Consultants Pvt Limited July‘14 to June’15 Role: Marketing Analyst

Key Responsibilities:

Data collection, mining and analysis: Vista wealth is distributor of Mutual funds. We have customer database of 50000+ customers collected from multiple channels (through calls, internet and meetings and data base vendors). Responsibilities include manage the customer 360 degree view and generate quantitative analysis like Assets category performance, client growth & churn, Net new growth and cross selling results, sales representative performance.

Maintain MIS reports: Responsible for generating Daily collection report, Sales MIS, Inventory status report to help leadership understand key parameters and take timely actions.

Sales performance analysis: Monitoring the performance of individual sales team, territories and providing inputs on comparative performance and feedback on areas of improvement. AnalytixLabs March’14 to May’14

Trainee Analyst (Trained and worked on short analytics assignments)

Proficient in SAS Programing and Excel for the data analysis.

As part of the training, worked on different assignments on Base SAS and Proc SQL and also working on SAS project pertaining to marketing analytics and Retail Analytics

Leveraging Advanced SAS (Proc SQL, SAS Macros) for data management & exploratory analysis.

Have exposure to Business Analytics techniques like regression, segmentation and hypothesis testing. Summer training details

IDBI Federal Life Insurance Co Ltd June 2013 – July 2013 Project: - Marketing mix & promotional strategies of IDBI Federal Life Insurance

Have knowledge about sales strategy and marketing strategy to attract customers in the services and products a company offering

Have done a comparative analysis of marketing strategies adopted by company in past

Identified the present situation of IDBI Federal Life Insurance Co Ltd

Identified which promotional strategy we adopt to attract customer by performing trend analysis and advance excel functions

MBA Projects

Have done a project on "Customer perception towards e-banking"

Study what customers perceive about E- banking.

know about the different kinds of E-banking facilities provided by a bank

Ascertain how customer frequently use internet

Have done a project on "Investor preference towards mutual fund"

To find the awareness among the investor about the Mutual Fund.

To find out the market position of differ mutual funds.

To study the scope of mutual funds industry in the future. Achievements and Certifications

Cleared NISM: Mutual Fund Distributors Certificate Examination

Certified in “Advance Excel" Course of M S Office by ATIVS

Actively participated as a coordinator in “Lakermesse Fest”

Stood 1st in debate competition organised in a school

Actively Participated in Escorting team in finance & marketing Seminar held in MERI college

Consolation prize in inter school dance competition

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