PANKAJ MEENA
SR. MANAGER
Navi Mumbai
Summary
Experienced in driving sales to achieve significant revenue growth and acquire customers. Proven track record of building lasting client relationships and adapting to evolving market landscapes for sustained success. Skilled in strategic planning and clear communication to guide teams in meeting objectives.
Overview
10
10
years of professional experience
8043
8043
years of post-secondary education
3
3
Certifications
2
2
Languages
Work History
Unit Sales Manager
ICICI Lombard GIC Ltd.
09.2019 - Current
- Drive sales of general insurance products (health, motor, travel, etc.).
- Achieve monthly/quarterly/annual sales targets.
- Generate leads through fieldwork and network relationships.
- Recruit, train, and manage a team of advisors/agents.
- Motivate team members to meet targets and maintain high performance.
- Conduct regular team meetings and reviews.
- Manage and develop distribution channels like agents, brokers, or bancassurance partners.
- Build strong relationships with partners to enhance business growth.
- Ensure timely policy issuance and renewal.
- Resolve customer queries and complaints effectively.
- Maintain high customer satisfaction levels.
- Adhere to regulatory and company policies.
- Maintain proper MIS and sales reports.
- Coordinate with underwriters, operations, and other departments as needed.
Assistant Manager
MOSL Financial Services ltd.
03.2019 - 09.2019
- Responsible for achieving revenue targets through cross selling of subscription based financial products to the clients like Trading Software, Educational Products, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity Market.
- Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade execution.
- Will be responsible for delivering Webinar and Seminar on various financial products.
- Will be responsible for keeping self-updated on stock market outlook and product knowledge.
- Should be passionate & aggressive for outbound cold calling of Seminar & Webinar inviting process.
- Should be able to speak continuously for full day.
- Will be responsible for extensive travelling to branches & franchisees for delivering client's seminars & employees training.
- Ability to bring innovative ideas which helps in achieving sales target.
- Able to handle one to one client meetings independently at client's location.
Assistant Manager/ City Manager
Kotak Securities Ltd.
10.2015 - 02.2019
- Acquire new clients for trading and investment accounts.
- Cross-sell Kotak’s financial products such as mutual funds, IPOs, bonds, and insurance.
- Generate revenue through brokerage and product sales.
- Conduct client meetings, financial planning discussions, and presentations.
- Maintain and grow relationships with existing clients.
- Understand client financial goals and provide suitable investment advice.
- Ensure prompt and accurate servicing of client requests and portfolio updates.
- Educate clients about trading platforms and market trends.
- Good understanding of financial markets (especially equity & derivatives)
- Excellent communication and client-handling skills
- Sales and target orientation
- Analytical thinking and problem-solving ability
- Working knowledge of trading platforms and CRM tools
Education
MBA - In Marketing
DR. D.Y. Patil University Dept. Of Business Management
Nerul, IndiaBBA - In Marketing
Tilak Maharashtra Vidyapeeth
Pune, IndiaHSC -
South Indian Education Society (SIES College)
Nerul, IndiaCBSE -
Dayanand Anglo Vedic Schools (DAV School)
Nerul, IndiaSkills
Experienced with Microsoft Office Suite
Sales tracking
Business growth and retention
Performance tracking and evaluations
Business development
Competitor analysis
Pipeline management
Negotiation expertise
Sales presentations
Service upselling
Profitability optimization
Certification
NISM Series 8- Equity & Derivatives Certification, 2018
Accomplishments
- Qualifying for Level-1 JFM Contest, 2016, Kotak Securities Ltd.
- Qualifying in Top5 performers, June, 2019, MOSL Financial Services ltd.
- Certificate of Appreciation Awarded for contributing in SIP drive, July, 2019, Reliance MF
- Winning RBH Elite Award, November, 2019, ICICI Lombard GIC Ltd.
- Qualifying in Udaan 2023 550cr, 2023, ICICI Lombard GIC Ltd.
Interests
Listening Music
Reading Books
Traveling
Photography
Personal Information
- Date of Birth: 12/31/90
- Gender: Male
- Nationality: India
- Marital Status: Married
Disclaimer
I hereby declare that the information given is correct to the best of my knowledge & belief. I understand that any wrong information makes me liable for dismissal forthwith.
Hobbies & Interests: Football, Marathon running and Outdoor activities including trekking
- Playing competitive Football & Badminton
- Marathon Running
- Outdoor activities including trekking and cycling
- Member of local sports club; organize weekly matches
- Passionate about physical fitness and endurance training
Timeline
Unit Sales Manager
ICICI Lombard GIC Ltd.
09.2019 - Current
Assistant Manager
MOSL Financial Services ltd.
03.2019 - 09.2019
Assistant Manager/ City Manager
Kotak Securities Ltd.
10.2015 - 02.2019
MBA - In Marketing
DR. D.Y. Patil University Dept. Of Business Management
BBA - In Marketing
Tilak Maharashtra Vidyapeeth
HSC -
South Indian Education Society (SIES College)
CBSE -
Dayanand Anglo Vedic Schools (DAV School)