Shivansh Suneja
Business Analytics & Strategy Professional | Business Insights & Problem Solving
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About
Banking professional with experience in retail branch banking at HDFC Bank, managing government and private-sector salary accounts, cross-selling financial products, and resolving client queries.
Background in financial analysis and marketing gained through internships in accounting and consumer strategy. Strong communicator with a track record of driving lead generation, client acquisition, and process improvements through effective use of digital tools and analytics.
Experience
Sales Officer, Retail Branch Banking at HDFC Bank (2025-09 – 2026-03)
- Managed banking relationships for Haryana Police personnel and other government employee salary accounts
- Facilitated salary account opening and onboarding for employees of private companies
- Cross-sold banking products, including loans, cards, and investment products, to existing and prospective customers
- Resolved customer queries and service issues, ensuring high client satisfaction
- Generated new leads to support business growth and account acquisition targets
Finance Intern at Parmeet Singh and Associates (2024-06 – 2024-07)
- Reviewed financial transactions to identify areas requiring improvement or additional scrutiny
- Performed detailed analysis of financial records to identify errors or irregularities in accounting practices
- Prepared and filed TDS returns
Marketing Intern at Chaudhary Enterprises (2024-01 – 2024-02)
- Assisted in marketing strategy implementation to drive customer acquisition, engagement, and retention
- Worked closely with the team, gaining knowledge of day-to-day processes and duties
- Collaborated with upper management on special projects related to product promotion initiatives
- Engaged with vendors to analyse consumer behaviour and manage supply chain
Education
MBA in Finance – NMIMS cdoe – Narsee Monjee Institute Management Studies
Bachelor of Business Administration in Business Administration – Tilak Raj Chadha Institute of Management and Technology (2022-08 – 2025-05)
Senior Secondary Education in Commerce – Mukand Lal Public School (2021-04 – 2022-07)
Secondary Education – Mukand Lal Public School (2019-04 – 2020-07)
