Summary
Overview
Work history
Education
Skills
Timeline
Generic

Sowmya Sandhyapogu

Glasgow,Glasgow

Summary

Experienced data professional with career focus on transforming complex datasets into actionable insights. Capable of driving business growth through data visualization and predictive analytics, leveraging strong analytical skills and proficiency in statistical software. Skilled in identifying trends and patterns to inform strategic decision-making.

Overview

7
7
years of professional experience

Work history

Finance Customer Service

Past Due Credit Solutions
Glasgow, Lancashire
10.2024 - Current
  • Carried out day-to-day duties accurately and efficiently.
  • Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
  • Successfully delivered on tasks within tight deadlines.
  • Supported team by demonstrating respect and willingness to help.
  • Increased customer satisfaction by resolving issues.
  • Improved efficiency and productivity by acquiring new skills.
  • Completed duties to deliver on targets with accuracy and efficiency.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Used Microsoft Word and other software tools to create documents and clear communications.
  • Applied positive customer service approach to increase satisfaction levels.
  • Applied critical thinking to analyse problems, evaluate solutions and select best decisions.
  • Delivered exceptional customer service by proactively listening to concerns and answering questions.
  • Oversaw daily operations to achieve high productivity levels.

Customer Administrator

Amazon
Edinburgh, Edinburgh
05.2023 - 01.2024
  • Handled confidential documents, maintaining high levels of professionalism and discretion.
  • Processed orders whilst maintaining attention to detail, leading to fewer errors.
  • Facilitated smooth operations by organising schedules and appointments.
  • Improved customer relations by efficiently resolving queries and complaints.
  • Collaborated with the marketing team on promotional activities contributing to increased brand visibility.
  • Documented minutes during meetings, ensuring accuracy of recorded information.
  • Coordinated internal meetings to promote effective communication.
  • Supervised front desk operations, resulted in smoother check-ins and outs.
  • Maintained an orderly database for easier access to customer information.
  • Assisted in sales procedures, resulting in improved client satisfaction.
  • Managed delivery logistics; resulted in timely deliveries.
  • Maintained excellent client satisfaction by providing in-depth support.
  • Listened actively to offer accurate information and best solution to their needs.
  • Handled in-person, email and mailed correspondence.
  • Offered current, accurate advice on optional solutions for concerns.
  • Set appointments with field teams to carry out service changes or deliver new products.

Financial Analyst

Max Life Insurance ( Axis Bank )
Bangalore India, Karnataka
09.2020 - 01.2022
  • Analysed market trends, leading to better investment strategies.
  • Optimised asset allocation with detailed portfolio management.
  • Worked with financial team to coordinate high-volume workflow under stringent deadlines.
  • Analysed financial data to identify trends and provide operational guidance.
  • Liaised with senior management to present and evaluate financial modelling strategies.
  • Complied with all GAAP regulations, preparing and presenting financial reports in alignment with requirements.
  • Trained and mentored junior analysts in financial modelling, reporting and best practices.
  • Developed annual and quarterly budgets to guide operational expenditures.
  • Evaluated potential investments and mergers, applying financial modelling to assess risks.
  • Supported corporate acquisitions with thorough financial due diligence.
  • Guided management in financial decision-making with input regarding investments and pricing strategies.
  • Delivered presentations and workshops to educate on financial risk assessment and management strategies.
  • Built and updated financial models to support ongoing budgeting and forecasting processes, analyse complex information and process real-time data.
  • Delivered clear guidance and KPIs for financial planning processes to support consistent deliveries and offer sufficient information to explain drivers and trends.
  • Improved financial status by analysing results, monitoring variances and recommending financially-sound actions.
  • Issued financial information and margin data to support revenue recognition.
  • Detailed financial data in spreadsheets to identify trends and create revenue, profitability and expense forecasts.
  • Delivered financial oversight and advice to corporate stakeholders, improving strategic planning.
  • Evaluated financial data from multiple sources to produce accurate [Type] forecasts.
  • Assessed business, industry-specific and national or international economic conditions to advise on [Type] decisions.
  • Conducted comprehensive research on corporations, industrial developments and government reports to inform financial assessments.
  • Analysed projects for capital deployment and helped structure multi-million pound deals.
  • Led monthly meetings with directors to analyse spending and provide financial recommendations.
  • Compiled and assessed investment pricing, yield and expected changes.

Banking and Insurance Consultant

IDBI Life Insurance Banking
Hyderabad, Telangana
05.2018 - 08.2020
  • Streamlined administrative processes related to premium collection and policy issuance, contributing towards organisational efficiency.
  • Tailored bespoke insurance packages for individual customer needs, ensuring adequate coverage at all times.
  • Delivered informative presentations on various insurance products, enhancing client awareness and understanding.
  • Conducted thorough market research to stay ahead of industry trends.
  • Identified cross-selling opportunities whilst maintaining a keen focus on client requirements.
  • Increased client trust by providing clear, accurate insurance advice.
  • Developed new business through targeted sales techniques, leading to growth in customer base.
  • Educated clients about policy details and answer queries accurately to enhance their decision-making process.
  • Liaised effectively with other departments regarding policy amendments or cancellations, ensuring smooth operations within the organisation.
  • Submitted detailed reports on time to management highlighting performance metrics and areas for improvement.
  • Maintained up-to-date knowledge of industry changes, resulting in superior customer support.
  • Collaborated closely with team members to achieve departmental targets.
  • Facilitated training sessions for junior consultants enhancing their product knowledge and service delivery capabilities.
  • Negotiated competitive rates with underwriters for client benefit.
  • Evaluated risk factors and recommended appropriate coverage to ensure client protection.
  • Advised on risk and compliance factors to establish suitable insurance products.
  • Highlighted value-add opportunities to improve client cover and increase revenue.
  • Created reserve estimates using statistical projection tools for accurate models.
  • Drafted insurance reports and dashboards to improve service and performance evaluations.
  • Established appropriate model parameters using data analyses and insights.
  • Made insurance strategy recommendations to reduce or control risk.
  • Used financial software and packages to increase work speed and accuracy.
  • Analysed market position through complex modeling techniques to find Value at Risk (VAR) measurements.
  • Gathered and validated risk information from businesses and provided constructive analysis and interpretation.
  • Developed financial plans according to financial and client regulations.
  • Reviewed Insurance applications and processed approvals or denials.
  • Leveraged market data and analyses to negotiate terms and prices.
  • Explained risk coverage premiums and benefits to customers to foster informed decision-making.
  • Assessed business risks and evaluated liability policies to protect assets.
  • Collected and analysed financial data to assess financial viability and risks.

Education

NVQ LEVEL 7 - Pursuing Masters in Data Analyst From Euro Asian University

Euro Asian University
03.2025 -

NVQ Level 7 - Masters International Banking and Finance

Glasgow Caledonian University
Glasgow
01.2022 - 05.2023

Skills

  • Machine learning knowledge
  • Financial industry understanding
  • Advanced excel usage
  • Quantitative research methodology
  • Tableau competency
  • Web analytics tools mastery
  • Advanced analytical thinking
  • Big data handling
  • BI tools knowledge
  • Machine learning algorithms
  • Python programming
  • Research proficiency
  • Clear communication
  • Workload prioritisation
  • Negotiation techniques
  • Mathematical aptitude
  • Data cleaning
  • Data Modelling
  • Project management experience
  • Logical thinking
  • Communication proficiency
  • Initiative taking
  • Time efficiency
  • Creative modelling
  • Decision-Making confidence
  • Innovative problem structuring
  • Strategic planning
  • Financial reporting
  • Microsoft Office Suite
  • Excel proficiency
  • Data analysis
  • Database management
  • Data processing
  • Creative thinking
  • Critical-thinking
  • Project coordination

Timeline

NVQ LEVEL 7 - Pursuing Masters in Data Analyst From Euro Asian University

Euro Asian University
03.2025 -

Finance Customer Service

Past Due Credit Solutions
10.2024 - Current

Customer Administrator

Amazon
05.2023 - 01.2024

NVQ Level 7 - Masters International Banking and Finance

Glasgow Caledonian University
01.2022 - 05.2023

Financial Analyst

Max Life Insurance ( Axis Bank )
09.2020 - 01.2022

Banking and Insurance Consultant

IDBI Life Insurance Banking
05.2018 - 08.2020

Similar Profiles

Create profile
Sowmya Sandhyapogu