Ankit P. Email and Phone Number
I am a graduate with a B.Com Honours in Accounting and Finance from Amity University, equipped with a solid foundation in taxation, financial planning, and investment analysis. My journey began as a Management Trainee, where I gained valuable hands-on experience providing comprehensive financial advice and navigating complex taxation issues.Building on that experience, I served as a Data Analyst at Edulyt India, where I harnessed advanced data analysis tools to drive strategic decision-making and deliver actionable insights. Currently, as a Digital Partner at Turtlemint, I integrate my financial expertise to create impactful solutions that enhance client satisfaction and drive business growth.With a passion for leveraging data to inform financial strategies, I am committed to continuous learning and applying my diverse skill set to make a meaningful impact in the financial sector.
Turtlemint
View- Website:
- turtlemint.com
- Employees:
- 481
-
Digital PartnerTurtlemint Jun 2024 - PresentRanchi, Jharkhand, India• Assisted senior advisors in client consultations, gaining practical experience in assessing insurance needs.• Actively engaged in team meetings and learning sessions to stay updated on industry trends and best practices. -
Financial AdvisorTurtlemint Jan 2024 - May 2024Ranchi, Jharkhand, India• Conducted 50+ client consultations, offering comprehensive insurance guidance and solutions.• Developed personalized insurance plans tailored to individual client needs and budget constraints and actively engaged in ongoing training and development to enhance product knowledge and sales skills. -
Data AnalystEdulyt India Apr 2024 - Sep 2024New Delhi• Analyzed and cleaned 10+ large datasets using advanced Excel, improving data accuracy by 20%.• Created 5+ Power BI dashboards, providing actionable insights and supporting strategic decisions.• Assisted in 2 data analytics projects, gaining hands-on experience in data analysis and interpretation.• Collaborated with team members to identify trends and patterns, enhancing business strategies by 15% and showcase the commitment to learning and applying data analytics techniques, increasing analytical and problem-solving skills. -
Management TraineeUas International Jul 2023 - Aug 2023Gurugram, Haryana, India• Conducted 40+ sales pitches for India First Life Insurance’s Mahajeevan Plus plan, demonstrating effective communication and product knowledge.• Assisted in creating 10 personalized financial plans, enhancing clients' financial literacy and confidence.• Developed 12+ tailored travel itineraries, showcasing organizational and customer service skills.
Ankit P. Education Details
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Cgpa- 8.29
Frequently Asked Questions about Ankit P.
What company does Ankit P. work for?
Ankit P. works for Turtlemint
What is Ankit P.'s role at the current company?
Ankit P.'s current role is Digital Partner at Turtlemint | Data Analytics Expert.
What schools did Ankit P. attend?
Ankit P. attended Amity University.
Who are Ankit P.'s colleagues?
Ankit P.'s colleagues are Nivethitha Yuvaragavan, Aditya Patni, Dibyasingh Dash, Jaspal Singh, Rahul Tiwari, Naresh Dankh, Dipanjan Chakraborty.
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