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SIKHA profile photo

SIKHA

India

About

Detail-Oriented Banking & Finance Professional with MBA from Amity Business School | Expertise in Wealth Management, Risk Management, Financial Analysis, and Client Relationship Management

Experience

Finance & Sales Intern

UAS International

Jun 2026 – Jul 2026Internship

Detail-oriented finance and sales professional with demonstrated expertise in marketing insurance products and wealth management services, consistently exceeding weekly performance targets through client-centric engagement, comprehensive market analysis, and streamlined operational practices.

  • Successfully marketed insurance products and wealth management services, consistently meeting and exceeding weekly sales targets through proactive lead generation and consultative client engagement.
  • Built and nurtured a diversified client portfolio, providing tailored financial solutions aligned with individual risk profiles and investment objectives, driving high client satisfaction and retention.
  • Conducted comprehensive research on financial products and portfolio management strategies to support executive-level decision-making and deliver actionable market intelligence.
  • Streamlined client data handling and documentation workflows, ensuring 100% compliance with reporting standards and significantly improving operational efficiency.
  • Recognised as Top Performer and Consistent Performer for exceptional contribution to team revenue and client acquisition objectives throughout the internship tenure.

Education

M.B.A in Banking & Finance

Amity Business School, Amity University Haryana

Jun 2026Grade: CGPA: 8.34

B.B.A in Business Administration

CPJ College, GGS Indraprastha University

Jun 2024Grade: CGPA: 9.32

Intermediate

CBSE Board

Jun 2021Grade: 70%

High School

CBSE Board

Jun 2019Grade: 73.6%

Skills

Finance

Wealth Management & Portfolio Management· ExpertBanking Operations & Compliance· ExpertFinancial Analysis & Reporting· ExpertRisk Management & Mitigation Strategies· Expert

Sales

Insurance Sales & Lead Generation· Expert

Business

Client Relationship Management (CRM)· Expert

Software & Tools

MS Excel (Advanced) & Financial Modelling· Expert

Soft Skills

Strategic Negotiation & Problem Solving· Advanced

Projects

Risk Management in Banks

Conducted an in-depth comparative analysis of risk mitigation strategies in leading public and private sector banks, examining credit risk, operational risk, and regulatory compliance frameworks aligned with RBI guidelines and Basel III norms. Produced evidence-based recommendations for enhanced risk governance structures, delivering insights applicable to modern banking risk management practice.

Wealth Management Analysis

Evaluated customer behavioural patterns toward investment vehicles – including mutual funds, equity, insurance, and fixed-income products – generating strategic insights for wealth advisory service design. Analysed financial planning preferences across demographics, identifying key drivers of investment decision-making and presenting research findings to faculty and industry reviewers.

SBI Digital Banking Transformation Study

Investigated State Bank of India's strategic transition from traditional banking to digital-first frameworks, assessing the impact on customer experience, operational efficiency, and financial inclusion outcomes.

Tax Planning in Banking Research

Research on Tax Planning in Banking.

Consumer Behaviour in Tourism Research

Research on Consumer Behaviour in Tourism.

Impact of Online Education on Learning Outcomes Research

Research on Impact of Online Education on Learning Outcomes.

Certifications

BFSI Certificate (Banking, Financial Services & Insurance)

Innovation & Entrepreneurship

SWAYAM

Issued Jan 2025

Financial Markets & Services

SWAYAM

Issued Jan 2024

Principles of Management

SWAYAM

Issued Jan 2023

Basics of Finance - Certified Course

Languages

English

Expert · Native/Proficient

Volunteer Work

Volunteer - International Conference on AI Revolution

Amity University

Served as an event volunteer, contributing to the successful organisation and execution of a premier AI conference, gaining exposure to cutting-edge AI developments and their applications across industries.

Dedicated Volunteer & Educational Mentor

Underserved communities

Dedicated volunteer committed to teaching underprivileged children and providing educational mentorship to underserved communities.

Organiser & Leader of Community Food Drives

Community

Organised and led community food drives, demonstrating strong leadership, coordination, and social responsibility.

Volunteer

Delhi State Elections

Jan 2020

Volunteered for Delhi State Elections (2020), contributing to civic participation and democratic processes.

Awards

Top Performer Award

UAS International

Jan 2026

Recognised for consistently exceeding sales and client management targets across the internship tenure.

Consistent Performer Award

UAS International

Jan 2026

Awarded for sustained excellence in client acquisition, relationship management, and operational delivery.

Best Presentation Award – Financial Sector Academic Session

Amity University

Secured top honours for outstanding research presentation before faculty and industry evaluators.

Best Presentation Award – HR Academic Session

Amity University

Recognised for clarity, depth, and impact of research communication in the Human Resources domain.

Runner-Up Business Escape Room Competition

Amity University

Jan 2026

Demonstrated strategic thinking, team collaboration, and business problem-solving under time pressure.

Participant - Finance Memes Contest

Amity University

Jan 2026

Showcased creativity and financial acumen by translating complex finance concepts into engaging, relatable content.

1st Prize - Splash Competition

Amity University

Jan 2023

Secured top position in a competitive inter-college event, reflecting leadership and performance excellence.

3rd Prize – Quiz Competition

Amity University

Jan 2022

Recognised for academic aptitude and knowledge depth across business and general domains.

Industry Exposure & Professional Development

Guest Lecture - Efficient Data Handling Techniques in Excel

Attended an industry session by Raunak Jain, Manager at HSBC Bank, gaining practical insights on data management, financial analysis, and real-world Excel applications in banking operations.

Leadership & Extracurricular Activities

Military Training Camp

Successfully completed a structured Military Training Camp, developing discipline, resilience, and team leadership capabilities.

All Profiles
SIKHA profile photo

SIKHA

India

About

Detail-Oriented Banking & Finance Professional with MBA from Amity Business School | Expertise in Wealth Management, Risk Management, Financial Analysis, and Client Relationship Management

Experience

Finance & Sales Intern

UAS International

Jun 2026 – Jul 2026Internship

Detail-oriented finance and sales professional with demonstrated expertise in marketing insurance products and wealth management services, consistently exceeding weekly performance targets through client-centric engagement, comprehensive market analysis, and streamlined operational practices.

  • Successfully marketed insurance products and wealth management services, consistently meeting and exceeding weekly sales targets through proactive lead generation and consultative client engagement.
  • Built and nurtured a diversified client portfolio, providing tailored financial solutions aligned with individual risk profiles and investment objectives, driving high client satisfaction and retention.
  • Conducted comprehensive research on financial products and portfolio management strategies to support executive-level decision-making and deliver actionable market intelligence.
  • Streamlined client data handling and documentation workflows, ensuring 100% compliance with reporting standards and significantly improving operational efficiency.
  • Recognised as Top Performer and Consistent Performer for exceptional contribution to team revenue and client acquisition objectives throughout the internship tenure.

Education

M.B.A in Banking & Finance

Amity Business School, Amity University Haryana

Jun 2026Grade: CGPA: 8.34

B.B.A in Business Administration

CPJ College, GGS Indraprastha University

Jun 2024Grade: CGPA: 9.32

Intermediate

CBSE Board

Jun 2021Grade: 70%

High School

CBSE Board

Jun 2019Grade: 73.6%

Skills

Finance

Wealth Management & Portfolio Management· ExpertBanking Operations & Compliance· ExpertFinancial Analysis & Reporting· ExpertRisk Management & Mitigation Strategies· Expert

Sales

Insurance Sales & Lead Generation· Expert

Business

Client Relationship Management (CRM)· Expert

Software & Tools

MS Excel (Advanced) & Financial Modelling· Expert

Soft Skills

Strategic Negotiation & Problem Solving· Advanced

Projects

Risk Management in Banks

Conducted an in-depth comparative analysis of risk mitigation strategies in leading public and private sector banks, examining credit risk, operational risk, and regulatory compliance frameworks aligned with RBI guidelines and Basel III norms. Produced evidence-based recommendations for enhanced risk governance structures, delivering insights applicable to modern banking risk management practice.

Wealth Management Analysis

Evaluated customer behavioural patterns toward investment vehicles – including mutual funds, equity, insurance, and fixed-income products – generating strategic insights for wealth advisory service design. Analysed financial planning preferences across demographics, identifying key drivers of investment decision-making and presenting research findings to faculty and industry reviewers.

SBI Digital Banking Transformation Study

Investigated State Bank of India's strategic transition from traditional banking to digital-first frameworks, assessing the impact on customer experience, operational efficiency, and financial inclusion outcomes.

Tax Planning in Banking Research

Research on Tax Planning in Banking.

Consumer Behaviour in Tourism Research

Research on Consumer Behaviour in Tourism.

Impact of Online Education on Learning Outcomes Research

Research on Impact of Online Education on Learning Outcomes.

Certifications

BFSI Certificate (Banking, Financial Services & Insurance)

Innovation & Entrepreneurship

SWAYAM

Issued Jan 2025

Financial Markets & Services

SWAYAM

Issued Jan 2024

Principles of Management

SWAYAM

Issued Jan 2023

Basics of Finance - Certified Course

Languages

English

Expert · Native/Proficient

Volunteer Work

Volunteer - International Conference on AI Revolution

Amity University

Served as an event volunteer, contributing to the successful organisation and execution of a premier AI conference, gaining exposure to cutting-edge AI developments and their applications across industries.

Dedicated Volunteer & Educational Mentor

Underserved communities

Dedicated volunteer committed to teaching underprivileged children and providing educational mentorship to underserved communities.

Organiser & Leader of Community Food Drives

Community

Organised and led community food drives, demonstrating strong leadership, coordination, and social responsibility.

Volunteer

Delhi State Elections

Jan 2020

Volunteered for Delhi State Elections (2020), contributing to civic participation and democratic processes.

Awards

Top Performer Award

UAS International

Jan 2026

Recognised for consistently exceeding sales and client management targets across the internship tenure.

Consistent Performer Award

UAS International

Jan 2026

Awarded for sustained excellence in client acquisition, relationship management, and operational delivery.

Best Presentation Award – Financial Sector Academic Session

Amity University

Secured top honours for outstanding research presentation before faculty and industry evaluators.

Best Presentation Award – HR Academic Session

Amity University

Recognised for clarity, depth, and impact of research communication in the Human Resources domain.

Runner-Up Business Escape Room Competition

Amity University

Jan 2026

Demonstrated strategic thinking, team collaboration, and business problem-solving under time pressure.

Participant - Finance Memes Contest

Amity University

Jan 2026

Showcased creativity and financial acumen by translating complex finance concepts into engaging, relatable content.

1st Prize - Splash Competition

Amity University

Jan 2023

Secured top position in a competitive inter-college event, reflecting leadership and performance excellence.

3rd Prize – Quiz Competition

Amity University

Jan 2022

Recognised for academic aptitude and knowledge depth across business and general domains.

Industry Exposure & Professional Development

Guest Lecture - Efficient Data Handling Techniques in Excel

Attended an industry session by Raunak Jain, Manager at HSBC Bank, gaining practical insights on data management, financial analysis, and real-world Excel applications in banking operations.

Leadership & Extracurricular Activities

Military Training Camp

Successfully completed a structured Military Training Camp, developing discipline, resilience, and team leadership capabilities.