Sai Nishanth Muddana
Romeoville,IL
Summary
Results-driven leader with positive attitude and passion for providing high-quality advice and guidance to clients. Proven ability to identify customer needs, resolve conflicts and build strong relationships. Possesses excellent problem-solving, communication and interpersonal skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate Manager
HDFC Life Insurance
01.2022 - 08.2023
- Set and enforced performance and service standards to keep consistent, high-quality environment devoted to customer satisfaction.
- Remedied issues and conflicts among workers using negotiation and active listening.
- Oversaw training and onboarding process for all newly hired employees within sales & distribution.
- Mentored and supported sales & distribution department employees to create strong workplace culture.
Wealth Manager
Purnartha Investment Advisors
11.2020 - 12.2021
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on financial topics and best practices.
Relationship Manager
IDFC First bank
05.2019 - 04.2020
- Key Result Areas:
- Supported business intelligence and reporting across 5+ business units for integra partners
- Played a key role in creating business development proposals to potential business deals by contacting potential partners and explored opportunities, A study on financial statement analysis.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Relationship Manager
ICICI Bank
05.2018 - 04.2019
- Key Learnings: - Understanding the financial statements of the organization and finding out some possible ways for cost reduction.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Education
Master of Science - Business Analytics
Lewis University
Romeoville, IL12.2024
PGDM - Marketing & Finance
Institute of Public Enterprise
2018
B.Com - Computer science
Acharya Nagarjuna University
2015
Skills
- Data Mapping
- Competitive Analysis
- Gap Analysis
- Internal Auditing
- Customer Needs Assessment
- Data Analysis
- Tableau
- Python
- SQL
- Power BI
- Google analytics
- SAS
Additional Information
- Evaluated Consistency and improvement of different business intelligence date against needs to determine optimal course of actions. Compiled current business intelligence data into reports and presentations supporting recommended changes. Created solutions in areas of inventory, sales reporting, distribution and product upgrades that led to system improvements and streamlined processes.
- Result Areas: Providing recommendations to leadership teams on process and policy improvements.. Helped conduct root cause analysis to formulate countermeasures to business missteps and improve operations. Implemented financial monitoring techniques as requested by senior management.
- Result Areas: Tracked data problems and analyzed information find root causes. Analyzed product, market and share trends to evaluate competitive market strategies. Generated, analyzed and reported data to forecast market trends and explain economic phenomena.
Certification
- Google Data Analytics Professional Certificate
- IBM Data Analysis with Python
Timeline
Associate Manager
HDFC Life Insurance
01.2022 - 08.2023
Wealth Manager
Purnartha Investment Advisors
11.2020 - 12.2021
Relationship Manager
IDFC First bank
05.2019 - 04.2020
Relationship Manager
ICICI Bank
05.2018 - 04.2019
Master of Science - Business Analytics
Lewis University
PGDM - Marketing & Finance
Institute of Public Enterprise
B.Com - Computer science
Acharya Nagarjuna University
Similar Profiles
K Ganapathy SubramaniamK Ganapathy Subramaniam
Consultant at Exide Life Insurance / HDFC Life InsuranceConsultant at Exide Life Insurance / HDFC Life Insurance
Ramesh GollaRamesh Golla
Sr. Corporate Agency Manager at HDFC Life Insurance Company Limited (HDFC BANK)Sr. Corporate Agency Manager at HDFC Life Insurance Company Limited (HDFC BANK)
RAJ BHASKARRAJ BHASKAR
Branch Training Manager at Exide life Insurance, Now HDFC LifeBranch Training Manager at Exide life Insurance, Now HDFC Life
A.H. JEBINA.H. JEBIN
Bancassurance Manager at Hdfc Life Insurance Company LimitedBancassurance Manager at Hdfc Life Insurance Company Limited
Grzegorz KrochGrzegorz Kroch
Respiratory Therapist at Advent Health Glenoaks HospitalRespiratory Therapist at Advent Health Glenoaks Hospital