PANKAJ BHARDWAJ
Karnal
Summary
Results-oriented Project Management Professional with 10+ years of experience leading cross-functional teams, managing multi-location operations (245+ branches), and driving revenue-focused initiatives. Proven expertise in project lifecycle management, stakeholder coordination, KPI tracking, risk mitigation, and process optimization. Successfully led teams of 20+ members and improved lead generation by 15%. Certified in Generative AI (2025) with strong capabilities in AI-enabled workflow automation and remote collaboration. Seeking a Remote Project Manager role to deliver structured execution and measurable business outcomes.
Overview
12
12
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Business Associate Manager
HDFC Life Insurance
05.2023 - 08.2025
- Managed end-to-end client onboarding and advisory projects
- Conducted 100+ annual needs assessments aligning solutions with customer objectives
- Monitored KPIs and revenue targets to ensure performance delivery
- Coordinated cross-functional stakeholders for seamless execution
- Resolved escalations and reduced operational risks, improving retention
Business Development Associate
Star Union Dai-ichi Insurance
01.2020 - 11.2022
- Led a distributed team of 20 Sales Officers across 245 bank branches
- Implemented structured performance tracking systems
- Conducted regular review meetings and branch performance audits
- Streamlined workflow and documentation processes
- Strengthened stakeholder communication between regional and branch teams
Relationship Manager
PNB MetLife India Insurance
11.2017 - 01.2020
- Increased lead generation by 15% through strategic referral initiatives
- Managed stakeholder relationships and policy lifecycle processes
- Ensured service delivery compliance and issue resolution
Agency Development Manager
Max Life Insurance
11.2015 - 11.2017
- Recruited and mentored 10+ advisors
- Established KPI-driven performance frameworks
- Implemented structured sales planning and monitoring systems
Software Trainer & Sales Manager
NIIT Limited
11.2013 - 11.2015
- Delivered 50+ technical training sessions in Java and SQL
- Conducted training needs analysis and curriculum planning
- Managed reporting systems and digital performance monitoring
Education
Bachelor of Computer Applications (BCA) -
CMJ University
Two-Year Diploma - ANIIT
NIIT Karnal
Skills
Project Lifecycle Management
Stakeholder Management
Remote Team Leadership
Cross-functional Coordination
KPI Tracking & Reporting
Risk Assessment & Mitigation
Strategic Planning
Process Improvement
Business Operations
Requirement Gathering
CRM Systems
Performance Management
Generative AI Productivity Tools
Data Analysis & Reporting
Java
SQL
CRM Systems
Microsoft Office Suite
Virtual Collaboration Tools
AI Productivity Tools
Certification
Generative AI Mastermind – Outskil (2025)
Timeline
Business Associate Manager
HDFC Life Insurance
05.2023 - 08.2025
Business Development Associate
Star Union Dai-ichi Insurance
01.2020 - 11.2022
Relationship Manager
PNB MetLife India Insurance
11.2017 - 01.2020
Agency Development Manager
Max Life Insurance
11.2015 - 11.2017
Software Trainer & Sales Manager
NIIT Limited
11.2013 - 11.2015
Two-Year Diploma - ANIIT
NIIT Karnal
Bachelor of Computer Applications (BCA) -
CMJ University