May 2022 – Sep 2023 · 1 yr 4 mos · Gurugram, Haryana, India · On-site

• RESPONSIBILITIES
• Projecting and tracking monthly targets of zones, reporting zonal and individual performances weekly.
• Tracking daily billings, collections, and TAT for open enquiries to speed up closure.
• Analysing fluctuation in sales volumes of individual customers.
• Projecting annual targets and revising budgets based on past performances and standard costing variance analysis, in consultation with the management.
• Recording minutes of the senior sales meetings and senior management meetings.
• ACCOMPLISHMENTS
• Shifted the existing offline reporting systems to an online dashboard, facilitating real-time visualization.
• Created and maintained salesperson scorecards.
• Generated a report on the TAT at every stage of the business processes to identify bottlenecks and help reduce the overall time taken, using fishbone analysis.
• Analysed the existing customer base and pipeline customers and successfully identified potential deep-sell opportunities to boost profitability of the company.
• Structured business strategies based on trade lane volumes X customer volumes by creating Pareto charts, to maximize output to effort.
• Designed and supported the modelling and implementation of a revised incentive structure, based on management directives.
• Supported the team by making weekly spot price charts for major trade lanes and quoting spot prices for ad-hoc enquiries on major shipping lines.

Aug 2020 – Apr 2022 · 1 yr 8 mos · Varanasi, Uttar Pradesh, India · Hybrid

• Applied financial planning and managerial accounting principles to design cost-control mechanisms, optimize employee compensation structures, and sustain cash flow during periods of reduced offline sales.
• Utilized strategic management frameworks such as SWOT analysis and market positioning theories to reposition the brand as a new entrant and design long-term competitive strategies.
• Implemented digital marketing concepts including STP (Segmentation, Targeting, Positioning), content marketing, and ROI evaluation, demonstrating how marketing theory supports the transition from offline to online channels during crisis periods.
• Leveraged corporate finance concepts such as capital budgeting and break-even analysis to evaluate investment decisions, including a banquet hall project disrupted by restrictions on gatherings.
• Engaged in business development and relationship marketing, onboarding corporate clients for catering, food delivery, and in-house conferences, thereby illustrating diversification strategies and reducing dependency on a single revenue stream.
• Integrated the resource-based view (RBV) and cost-leadership strategies to balance efficiency with differentiation, showcasing the application of strategic management theory in sustaining competitiveness in challenging environments.

May 2020 – Jul 2020 · 2 mos · Kolkata, West Bengal, India · Hybrid

• Title: Financial Profitability Projections in the post-COVID-19 scenario
• Designed a multi-scenario financial model in Excel to project EBIT up to FY23, applying concepts of revenue forecasting, cost analysis, and sensitivity analysis.
• Incorporated three distinct scenarios of economic recovery (optimistic, base, and pessimistic) to demonstrate the role of scenario planning and stress testing in financial decision-making.
• Calculated the projected growth of the asset book under each scenario and linked these outcomes to CASA targets, applying balance sheet management and profitability planning frameworks to derive actionable insights for the branch manager.

Apr 2018 – Jul 2019 · 1 yr 3 mos · Madhyamgram, West Bengal, India · On-site

• Developed financial models using historical data to forecast performance and set sales targets, applying principles of financial analysis, forecasting, and managerial accounting in a business context.
• Prepared presentations and minutes of meetings (MoM) for monthly management reviews, demonstrating the role of structured communication and documentation in organizational decision-making.
• Negotiated credit proposals with banks to raise debt capital, gaining practical exposure to corporate finance concepts, including credit appraisal and debt structuring

Jul 2017 – Mar 2018 · 8 mos · West Bengal, India · On-site

• Conducted financial inclusion drives and Current Account–Savings Account (CASA) campaigns, directly applying banking and financial inclusion theories, and observed their impact on branch profitability, which improved by 50%.
• Managed high-net-worth (HNW) clients with portfolios valued at ₹13 crore, while successfully disbursing 15 agricultural loans end-to-end—from proposal and appraisal to sanction and disbursement—providing hands-on experience in credit management, appraisal techniques, and rural banking practices.

Aug 2015 – Jul 2017 · 1 yr 11 mos · India

• Mentored aspirants of CAT, IBPS, SBI PO, RBI tailoring study plans to individual learning needs.
• Designed and delivered sessions on quantitative aptitude, logical reasoning, verbal ability, and basic finance concepts, reinforcing theoretical frameworks through applied problem-solving.
• Developed customized progress tracking systems using Excel to monitor student performance, identify learning gaps, and provide structured feedback.
• Conducted mock tests, practice interviews, and group discussion sessions, emphasizing outcome-based preparation strategies aligned with real exam formats.
• Guided students in building confidence, overcoming exam-related stress, and improving time management, thereby blending academic mentoring with holistic career counselling.
• Demonstrated self-directed initiative by managing the full cycle of teaching—from curriculum planning and content creation to evaluation and mentoring.