Sakshi J.
Junior Financial Associate
Open to offersNew to PlatformAbout
Sakshi J. is an Executive Trainee experienced in the insurance and retail sectors in Indore, India. At HDFC Life, Sakshi generated and converted leads, conducted client meetings to assess financial needs, recommended appropriate insurance products, coordinated with internal teams for policy issuance, and maintained sales records. During an internship at Aditya Birla Fashion & Retail Limited, she supported revenue growth by boosting customer engagement, managed daily cash operations, handled financial reconciliation, and produced weekly Excel-based financial reports for management. Sakshi demonstrates proficiency in Microsoft Excel—including VLOOKUP and Pivot Table functions—alongside core data entry and documentation abilities derived from hands-on roles within the insurance and retail industries.
Experience
Executive Trainee
HDFC LifeGenerated leads and successfully converted them into customers through effective communication and relationship-building. Conducted meetings with clients to identify their financial requirements and recommended appropriate insurance products. Collaborated with internal teams to facilitate the smooth issuance and approval of policies. Maintained precise records of client interactions and sales information.Intern
Aditya Birla Fashion & Retail LimitedEnhanced customer engagement initiatives to assist in revenue growth. Oversaw daily cash operations along with financial reconciliation. Compiled weekly financial reports using Excel for management review.
Skills & Expertise
Education
- MBA – Financial ManagementInstitute of professional Education & Research · 2022 — 2024
- B.COM – AccountingGovernment Narmada College · 2019 — 2022
- H.SCKendriya Vidyalaya · 2018 — 2019
- S.SCKendriya Vidyalaya · 2016 — 2017
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