Summary
Work History
Education
Skills
Languages
Interests
Timeline
Generic

Hindumathi Srinivas

Santa Clara

Summary

MBA in Finance with strong analytical, problem‑solving, and communication skills. Proficient in Excel and skilled in budgeting, forecasting, and cash‑flow modeling. Fast learner with a growth mindset, ready to contribute in entry‑level roles across finance, operations, business analytics, and customer‑facing teams.

Work History

Senior Relationship Manager

Bajaj Allianz Life Insurance Company
12.2023 - 05.2024
  • Cultivated strong client relationships through effective communication and personalized service.
  • Assisted in identifying customer needs to recommend appropriate financial solutions.
  • Supported senior management in developing strategic account plans for key clients.
  • Managed documentation and compliance for client onboarding processes efficiently.
  • Collaborated with cross-functional teams to enhance service delivery and client satisfaction.
  • Researched market trends to inform strategic recommendations for business growth initiatives.
  • Implemented feedback mechanisms to gather insights from clients for service improvement.

Education

MBA - Finance

Sri Siddhartha Institute of Management Studies
Tumakuru
02-2024

Bachelor of Arts - BCOM

SRS First Grade College
Chitradurga
10-2021

Skills

  • Customer engagement
  • Customer interaction
  • Teamwork and collaboration
  • Problem-solving
  • Multitasking Abilities
  • Reliability
  • Computer skills
  • Active listening
  • Self motivation

Languages

English
Professional Working
Tamil
Native or Bilingual

Interests

  • Cooking
  • Yoga
  • Reading
  • Music
  • Baking
  • Gardening
  • Adventure Travel

Timeline

Senior Relationship Manager

Bajaj Allianz Life Insurance Company
12.2023 - 05.2024

MBA - Finance

Sri Siddhartha Institute of Management Studies

Bachelor of Arts - BCOM

SRS First Grade College
Hindumathi Srinivas