Pankaj Yadav
ID: CCE660211
Pankaj Yadav
ID: CCE660211
- Age: 27 years
- Uttar Pradesh, India
Pankaj Yadav
ID: CCE660211
Employment History
HDFC Securities LimitedInvite company
7th Apr 2024 to Present
Area sales manager
7th Apr 2024 to Present
Salary Package
Salary Hidden
Roles & Responsibility
I am working as Growth Manager (Area Sales Manager) with HDFC Securities Limited. I am working here as a Support staff with HDFC Bank Limited & managing the relationship for Demat & Equity Market related Quarries of Cluster. Responsibilities:- Ensure the desired Productivity of team member. MIS & performance Management. Special focus on Share Market & Mutual Funds Lead generation Activities frombank database. Implementing strategies to achieve business goal. Provide training for branch staff to upgradetheir skills and keep knowledge regarding Demat & Share market update. Resolve Branch and customer issues related Sales & Services Generating income by cross sell of different products like Demat account, Mutual Funds, IPOs, Life Insurance and General Insurance.
Skills
- Channel Sales
- Health Insurance
- Life Insurance
- Mutual Funds
- Bank Relationship
- Share Market
Verification Pending
Niva bupa Helath Insurance Company LimitedInvite company
16th Aug 2022 to 3rd Apr 2024
Relationship manager
16th Aug 2022 to 3rd Apr 2024
Salary Package
Salary Hidden
Roles & Responsibility
I am working as Relationship Manager with Nivabupa Health InsuranceCompany Limited. I am working here as a Support staff with Banca channel partner & managing the relationship of North Region (Delhi NCR, Haryana, Punjab, Himachal Pradesh & Jammu Kashmir). Responsibilities: - Provide training for branch RMs to upgrade their skills and keep knowledge about Nivabupa new products. To achieve pre-determined sales & Revenue targets by cross- selling. MIS & performance Management. Resolve Branch and customer issues related Sales & Services. Interact with customers face to face& on call also & than process case for login. Handling all the operations formalities for all the policies.
Skills
- Banking Relationships
- Channel Sales
- Relationship Management
- service
- sales operation
Verification Pending
ICCSInvite company
28th Nov 2020 to 25th Oct 2022
Service agent
28th Nov 2020 to 25th Oct 2022
Salary Package
Salary Hidden
Roles & Responsibility
Service Relationship Manager (S.R.M) is a designation in MaxLife Insurance process who will manage the relationship between customer & company, S R M work is providing the information & services to the customer regarding his insurance, solve the customers quarries & influence the customer to purchase new policies of Max Life Insurance.
Skills
- sales and Service
Verification Pending
Education
Bachelor in Art
(Highest)Mahatma Gandhi University
1st Jul 2015 to 30th Jun 2018
Supporting Documents
Certifications
Mutual funds distribution
From : National Institute of Securities Markets (NISM)
1st Aug 2025 to 10th Sep 2025
