Pankaj Kumar
Dhanbad
Work Preference
Summary
Strategic Analytics & Delivery Manager with 20 years of experience driving insights in banking sales and operational efficiency. Led teams to analyze data across departments, streamlining decision-making and enhancing workflows using BI platforms. Developed dashboards to facilitate quick data analysis and improve resource allocation, ensuring effective product delivery to customers.
Overview
1
1
Certification
21
21
years of professional experience
Work History
Sr. Branch Manager
IndusInd Bank Ltd.
Dhanbad
11.2023 - Current
- Working on automate reports, build dashboard to drive across retail banking ops and guide team to manage data with the help of CRM and LMS, Power BI, and data science.
- Trained a team of 15 resources on advanced data interpretation techniques to bolster decision-making processes through power BI, CRM, LMS.
- Indusind Bank Mainly focus into insurance Products like Life insurance, Health insurance and General insurance; however, the bank is providing wide range of products and facility to its customers. Hence our main PFC to deliver our revenue through insurance products.
- Oversee the development and implementation of analytical strategies to improve business performance, optimize operations, and drive growth.
- Analyzing data, identifying trends, and making recommendations to enhance business decisions across various areas of the bank, including product strategy, portfolio analysis, and operational efficiency.
- Providing wide range of Banking services this includes consumer and corporate banking.
Sr. Branch Manager
Jana Small Finance Bank
Kolkata
06.2016 - 10.2023
- Led a retail bank in two different locations to manage and deliver core bank and third-party products specially insurance. sales and operational workflows which increase customer satisfaction by using LMS Flexcube.
- Managed a diverse team of 20 resources, fostering a collaborative environment that contributed to a rise in team productivity.
- Implemented data analysis methodologies, significantly increasing the capacity of tackling complex data-driven challenges.
- Developed a new product analysis framework that reduced time-to-market.
- Analyzing the bank's operations, identifying areas for improvement, and developing strategies to enhance business performance and risk management.
- Collaborated with sales force to boost team productivity in new banking environment, successfully attracting customers from competing banks within the same catchment area.
Branch Manager
ICICI BANK LTD
Kolkata
11.2011 - 08.2012
- Constructed a comprehensive catalogue of business intelligence reports which improved strategic decision-making support with the help of I sense /view which is the best way to generate strong data through data science.
- To bridge the gap between business needs and technology solutions, analyze current systems, identify areas for improvement, and recommend new technologies or processes that align with business goals.
- Collaborated with executive leadership to align analytics projects with business objectives, influencing a key shift in strategic focus to improve productivity and performance into ground level to make BEP.
Channel Manager
Reliance Communication Ltd.
Kolkata
06.2010 - 11.2011
- Responsible for gathering, analyzing, and maintaining financial content, often supporting data across various products and services.
- Performing data analysis to identify actionable business insights.
- Developing and presenting reports, dashboards, and models to support business decisions.
- Using quantitative analysis, statistical modeling, and predictive modeling to solve business problems. Working with business leaders to drive data-driven decisions.
Sr. Manager Channel Management
Stock Broking Ltd.
Kolkata
08.2008 - 05.2010
- Developed partnerships with business partner G in designated region, managing data through Excel to support collaboration.
- Identified and implemented new processes that enhanced quality and increased profit margins.
- Exceeded monthly and yearly sales objectives while providing competitive insights and regular sales forecasts; conducted training seminars throughout service area.
Asst. Center Manager
Reliance Money Ltd.
New Delhi
08.2008 - 05.2010
- Focus on supporting the day-to-day operations of a financial services center, including customer service, sales, and operational tasks. Responsibilities might include assisting with customer interactions, managing leads, and ensuring the smooth functioning of the center.
- Providing assistance to customers, addressing their queries, and resolving issues. Supporting the sales team in achieving targets and acquiring new clients. Managing and maintaining relationships with existing customers.
- Working collaboratively with other team members to achieve common goals. Providing support to the center manager in various tasks. Participating in training and development programs.
- Assisting with daily operational tasks, such as opening and closing the center, maintaining inventory (if applicable), and ensuring a clean and organized workspace. Ensuring adherence to company policies and procedures. Assisting with data entry, reporting, and record-keeping.
Cluster Head (Delhi/NCR)
Angel Broking LTD.
New Delhi
10.2005 - 07.2008
- Manage a cluster of branches or business partners. Develop and execute strategies to achieve sales and growth targets. Lead and motivate the sales team within the cluster.
- Achieved sales targets and growth goals while managing and motivating a diverse team to adapt to market trends and industry regulations.
- Acquired new clients and developed existing relationships while monitoring cluster performance and providing training and support to branch managers and staff.
- Generate trading ideas and investment recommendations. Provide market updates and analysis through webinars, con-calls, and other platforms. Educate and support branch teams and franchisees. Handle client queries and provide customer support.
- Conduct fundamental and technical analysis of market trends and news. Prepare daily and weekly reports for internal teams and clients. focus on market analysis, generating trading ideas, and providing research reports to internal teams and clients.
Education
PGDM - Finance
AIMA-CME
New Delhi, IndiaBachelor of Business Administration -
Guru Ghasidas University
Bilaspur, ChhattisgarhSkills
- Sales management
- Team management
- Strategic planning
- Operations management
- Process improvement
- Performance Metrics
- Data Management
- Customer relationship management
- CRM
- Salesforce
- Banking Software
- Flexcube
- Power BI
- Excel Pivot Tables
- Operational Efficiency
- Decision making
- Problem solving
- Employee training
- Staff development
- Staff training
- Effective communication
- Team leadership
- Business development
- Financial services
- Staff training
Certification
- IRDA Certified
- NISM Certified
Accomplishments
- Best achievements to indulge into provide wide range of service to customers that makes comfort to deliver products. I have received various achievement's in banking and insurance products i.e. received trophy from prominent Indian cricketer Kapil Dev Sir and many more etc.
- Employee Training Program Developer: Created and executed a data literacy program, raising the organization's data-driven culture.
- Quality Improvement Initiative Captain: Oversaw a project that addressed to drive team and delivery best way to get revenue and meet the budget, improving the integrity of reports with the help of I-sense/view, Finacle, CRM, LMS, Flex cube, Salesforce data management and Power BI.
Personal Information
- Date of Birth: 02/02/82
- Marital Status: Married
Languages
Hindi
Upper Intermediate
B2
Bengali
Intermediate
B1
Timeline
Sr. Branch Manager
IndusInd Bank Ltd.
11.2023 - Current
Sr. Branch Manager
Jana Small Finance Bank
06.2016 - 10.2023
Branch Manager
ICICI BANK LTD
11.2011 - 08.2012
Channel Manager
Reliance Communication Ltd.
06.2010 - 11.2011
Sr. Manager Channel Management
Stock Broking Ltd.
08.2008 - 05.2010
Asst. Center Manager
Reliance Money Ltd.
08.2008 - 05.2010
Cluster Head (Delhi/NCR)
Angel Broking LTD.
10.2005 - 07.2008
PGDM - Finance
AIMA-CME
Bachelor of Business Administration -
Guru Ghasidas University