Dr. Mugdha Relan
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About Me
My expertise lies at the intersection of personal financial management and financial
planning, with a strong focus on enabling individuals to achieve long-term financial
stability. I am a passionate advocate for the integration of financial literacy into higher
education curricula, recognizing it as a critical competency for equipping young adults
with essential skills in financial decision-making, planning, and wealth management.
Beyond academia, I am actively engaged as a community-focused volunteer educator,
conducting structured awareness and training sessions for Self-Help Groups (SHGs) and
college students. My work involves simplifying and delivering complex financial concepts
such as investment awareness, financial planning strategies, and the digital economy,
thereby fostering grassroots financial empowerment and independence.
planning, with a strong focus on enabling individuals to achieve long-term financial
stability. I am a passionate advocate for the integration of financial literacy into higher
education curricula, recognizing it as a critical competency for equipping young adults
with essential skills in financial decision-making, planning, and wealth management.
Beyond academia, I am actively engaged as a community-focused volunteer educator,
conducting structured awareness and training sessions for Self-Help Groups (SHGs) and
college students. My work involves simplifying and delivering complex financial concepts
such as investment awareness, financial planning strategies, and the digital economy,
thereby fostering grassroots financial empowerment and independence.
Education Qualifications
Doctorate
PhD In Management
, 2024
Shri Ramswaroop Memorial University, Lucknow
Master
Master of Business Administration
, 2005
Indian Institute of Planning and Management
Bachelor
Bachelor of Computer Science
, 2003
Integral & Innovative Sustainable Education College
Employment & Teaching Experience
Senior Key Account Manager , July 2016
Present Tata Aia Life Insurance Co Ltd-Lucknow
Customer Service Manager , April 2025-May 2016
DCB Bank -Ahmedabad
Bancassurance Relation Officer , Nov 2013-Feb 2014
Noor Bank-Dubai
Sales Manager , Jan 2007-July 2013
Aditya Birla Sunlife Insurance Co Ltd-Lucknow
Financial Planning Manager , Oct 2005 -Dec 2006
Aviva Life Insurance Co Ltd-New Delhi
Research Profiles
Impact of Trust and Risk Factors on the satisfaction level of policy holder towards digital bancassurance Model
International Research Journal of Management Sociology and Humanities
ISSN : 2277-9809 Online
2348-9359 Print
Role of Social Media on Buying Behaviour in life insurance industry
Turkish Online Journal of Qualitative Inquiry
ISSN : 631-639
Insurance and the pandemic; Is the digital growth for real?
Bengal Past and Present, Journal of Calcutta Historical Society
ISSN : -
Conference Papers
Ditalization in Bancassurance Model of distribution
National Conference on Innovation and futuristic practices in business and management
2020
Digital Disruption in life insurance services; Is bubble for real?
Financial Carnival
2022
The Impact of social Media on the Indian financial industry
Transforming enterprise through management 5.0; innovation, technology and ESG
2026
From access to impact-financial inclusion and women empowerment in India
Sustainable Development Goals and Economic development in India; achievement and future challenges
2026
Impact of financial Literacy on Women Empowerment-A pathway to viksit bharat 2047
Reimagining sustainable development and governance through Indian knowledge system; Vision viksit bharat 2047
2026
Book / Chapters
Digitalization in Bancassurance
E-Business; Issues and Challenges of 21st Century
ISBN : 9789389934212
Digitization in the Bancassurance Model of Distribution; Opportunities and Challenges
Bima quest
ISBN : -
Changing Era of Banking and Stock Markets, An Indian Context
Impact of Claim settlement factor on the satisfaction level of the policy holder towards digital bancassurance model
ISBN : -
Workshops Organized
Financial and Cyber Fraud in Digital Age; Awareness is the new wealth
Conducted Seminar
Babu Sunder Singh Institute of Technology and management
Financial Awareness for self-help group (Women Empowerment)
Conducted financial literacy session
Etasha Society
Awards & Recognitions
Best Paper Writing Award in the Technical Session in National Conference at University of Allahabad in 2020
Consultancy Activities
Kotak Education Foundation
Skills & Interests
IT & Computer Science
Bachelor's Programs
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