Sandhya Srivastav
Financial Services Advisor at Tata AIA Life Insurance | Kolkata, West Bengal, India
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Sandhya Srivastav is a dedicated Financial Services Advisor at Tata AIA Life Insurance, where she leverages her extensive expertise to help clients achieve their financial goals through tailored insurance solutions and strategic financial planning. With a strong foundation in financial accounting, auditing, and account management, Sandhya excels at analyzing complex financial data to recommend the most suitable insurance products that align with her clients’ long-term objectives. Her proficiency in tools such as Microsoft Excel, Word, PowerPoint, and Tally ERP enables her to prepare detailed financial reports, conduct comprehensive risk assessments, and deliver compelling presentations that demystify insurance concepts for her clients.
At Tata AIA, Sandhya is actively involved in key projects aimed at enhancing customer engagement and financial literacy. She specializes in designing personalized financial plans that integrate life insurance, investment strategies, and retirement planning, ensuring her clients build a secure financial future. Her expertise in financial services, combined with her skills in account management and auditing, allows her to identify opportunities for cross-selling and upselling insurance products, thereby maximizing value for her clients while fostering trust and long-term relationships.
Sandhya’s approach is rooted in the philosophy that true financial security is the foundation of a good life—she emphasizes the importance of disciplined savings and prudent investment strategies over impulsive spending. Her industry-specific knowledge and commitment to client-centric service make her a valuable asset to Tata AIA Life Insurance, as she continually strives to educate and empower her clients to make informed financial decisions that support their aspirations and peace of mind.
Financial Services Advisor at Tata AIA Life Insurance in July 2023 to Present
Team Lead Manager at HDFC Life in December 2024 to Present
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University of Calcutta, B.com, October 2026
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Account Management
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Tally ERP
Accounting
Financial Accounting
Auditing
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Discover more about Tata AIA Life InsuranceWhat is Sandhya Srivastav email address?
Email Sandhya Srivastav at [email protected] and [email protected]. This email is the most updated Sandhya Srivastav's email found in 2026.
How to contact Sandhya Srivastav?
To contact Sandhya Srivastav send an email to [email protected] or [email protected]. (updated on March 29, 2025)
What company does Sandhya Srivastav work for?
Sandhya Srivastav works for Tata AIA Life Insurance
What is Sandhya Srivastav's role at Tata AIA Life Insurance?
Sandhya Srivastav is Financial Services Advisor
What is Sandhya Srivastav's Phone Number?
Sandhya Srivastav's phone (**) *** *** 261
What industry does Sandhya Srivastav work in?
Sandhya Srivastav works in the Financial Services industry.
Sandhya Srivastav Email Addresses
Sandhya Srivastav Phone Numbers
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