Lavneesh sharma

Associate Consultant

Delhi, India3 yrs 3 mos experience

AI ML PractitionerAI Enabled

Key Highlights

Strong foundation in product marketing and financial planning.
Proven ability to refine product strategies and enhance client relationships.
Diverse skill set bridging technical and marketing domains.

Stackforce AI infers this person is a Product Analyst with a focus on Fintech and Marketing strategies.

Contact

Skills

Core Skills

Product MarketingProduct AnalysisFinancial PlanningClient RelationsPortfolio Management

Other Skills

ANSYSAnalytical SkillsAnalyticsArtificial Intelligence (AI)AutoCADBusiness ProcessBusiness analystC (Programming Language)C++ChatGPTChessCommunicationConsultingCorporate FinanceCritical Thinking

About

As a Product Analyst Intern at SIHO Research, contributed to refining product strategies and advancing marketing initiatives by leveraging competencies in product marketing, equity research, and data-driven insights. This role builds on extensive consulting experience, which involved developing personalized financial plans, recommending insurance products, and maintaining strong client relationships to enhance service outcomes. Graduated with a BTech in Manufacturing Processes and Automation Engineering from Netaji Subhas Institute of Technology in 2025, combining a technical foundation with skills in product marketing and equity trading. Certifications in managerial economics and business ethics further reinforce a robust, versatile skill set aimed at bridging innovation with impactful market strategies.

Experience

3 yrs 3 mos

Total Experience

3 yrs 3 mos

Average Tenure

Current Experience

Siho research

Product Analyst Intern

Aug 2025 – Present · 8 mos · Noida, Uttar Pradesh, India · On-site

Product AnalysisProduct MarketingData-driven Insights

Hdfc life

Financial Planning Consultant

Aug 2024 – Present · 1 yr 8 mos · Delhi, India · Hybrid

Consulted with clients in Delhi to understand their financial needs and developed personalized insurance and financial plans.
Recommended suitable insurance products to clients, expanding the client base and driving sales.
Maintained strong client relationships, ensured compliance, and accurate documentation.

Financial PlanningClient RelationsSales

Rendezvous

Campus Ambassador, Rendezvous 23-24, IIT Delhi

Sep 2023 – Oct 2023 · 1 mo · Delhi, India · Remote

Clitch-the fashion society

Modelling Head and Core team Member

Feb 2022 – May 2025 · 3 yrs 3 mos · Dwarka, Delhi, India

Generali central life insurance

Financial Planning Advisor

Nov 2021 – Present · 4 yrs 5 mos · Delhi, India · Hybrid

Engineered customized financial strategies to enhance client coverage and asset protection.
Spearheaded portfolio management, adapting investment strategies to align with market fluctuations.
Leveraged financial data analysis to strengthen client relationships through tailored advisory services.

Portfolio ManagementFinancial Data AnalysisFinancial Planning