Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Languages
Personal Information
Custom Section
Languages
Timeline
Generic

Pankaj Sharma

Gurgaon

Summary

A self-motivated team player who is organized to keep pace with the fast-changing work culture and environment. A dependable professional with a track record of success in the field, attention to detail, and a proactive mindset. Seeks opportunities to improve processes and workflows for the team's benefit. Conscientious, hardworking, and excels at multitasking in fast-paced environments.

Overview

12
12
years of professional experience

Work History

Team Leader

Oddity Healthcare Pvt Ltd.
Gurgaon
01.2025 - 03.2025
  • Handling a team of 25+ sales representatives, achieving 100% increase in sales revenue
  • Closely monitored team performance by conducting observations and tracking key metrics, identifying, and managing underachievers appropriately
  • Leading a highly engaged team, understanding their strengths and development opportunities, and supporting personal development plans working in Collaboration internal departments to engage audiences and customers more deeply
  • Held weekly staff meetings to review project updates, discuss issues, and brainstorm solutions.

Team Leader

Paisabazaar Marketing and Consulting Private Limited
Gurgaon
04.2022 - 01.2025
  • Handling a team of 15+ sales representatives, achieving 100% increase in sales revenue
  • Create an atmosphere where supporting, motivating and inspiring the team to be at their best
  • Workforce improvement by budgeting the annual appraisals, spearheading professional development, and expertly managing talent
  • Closely monitored team performance by conducting observations and tracking key metrics, identifying, and managing underachievers appropriately
  • Leading a highly engaged team, understanding their strengths and development opportunities, and supporting personal development plans working in Collaboration internal departments to engage audiences and customers more deeply
  • Manage the pipeline of opportunities from current and prospective customers to ensure that goals can be met
  • This includes qualification of opportunities within the pipeline, proper prioritization of activities, and management of time and commitments to ensure priority opportunities move through the sales cycle
  • Delivered a higher increase in department turnover
  • Secured higher average revenue generation for many consecutive quarters

Sr. CAM

HDFC Standard Life Company LTD.
Delhi
12.2020 - 11.2021
  • Handling 3 Branches of bank for business
  • Ask to LG's for lead creation and fulfillment of commitment
  • Convert lead into business
  • Trained Lead Generators for products and pitching
  • End to end coordination with branches and customer for policy
  • Completed day-to-day duties accurately and efficiently.

Sales/Operational Executive

BLUE CIRCLE FINANCIAL SERVICES
Gurgaon
11.2012 - 10.2018
  • Handling offline and transaction of clients
  • Uploading online transactions on RTA's site
  • Coordination with Asset Management Companies (AMC's) & Registrars to ensure that all transactions are finalized in a timely manner and within the services standards defined by RTA's
  • Reconciliation of online and offline transactions and send MIS reports to AMC's and Registrars within the specified time
  • Reconciliation of online transactions and send UTR Details reports to AMC's and registrar within the specific time
  • MIS reports to seniors and Sales Team
  • Daily transactions report and CS report
  • On Weekly basis: AUM Reports- Fund wise and Category wise
  • On Monthly basis: SIP Report (active and in-active SIP) and Active- Inactive clients report
  • Sales Track Report
  • Customer Support-Solve customer queries relating to the Portfolios & assist them in doing transaction through online and offline mode
  • KYC Processing – KYC updating of the clients through CVL KRA and upload client required documents with IPV Verification
  • Documents handling and filling
  • GST invoice download and upload
  • Sale Product to client by arrange meeting with them
  • Convince client till I get business from the client
  • Processing the work of clients
  • Advise client for Investment by face to face or calling
  • Assist front office in processing and organizing meetings & appointments
  • Rectify the typing error of the data provides by Asset Management Company
  • Manage data base of customers and approach them on timely and alternatively for the renewal or any kind of customer requirements
  • Help the team mates, in different processes as per the requirement
  • Handle customer escalation and follow up till closure and revert to customer timely and with positive response according to the company's policy

Education

M.B.A - Marketing & HR

Swami Vivekanand Subharti University
Meerut
01.2024

B.com - Bachelor of Commerce

Delhi University
New Delhi, DL
01.2017

12th - Commerce

Parveen Sr. Sec.
Haryana, HR
01.2012

10th -

Ramjas Sr. Sec.
Haryana, HR
01.2010

Skills

  • Strong leadership skills
  • Quick decision-making
  • Problem-solving abilities
  • Client relationship management
  • Excellent delegator
  • Mediator skills
  • Accountability
  • Customer service
  • Ability to work under pressure
  • Result-oriented
  • Employee coaching and mentorship
  • Strategic planning

Hobbies and Interests

  • Cricket
  • Dancing
  • Physical activities

Languages

C2 Proficient, C2 Proficient

Personal Information

  • Date of Birth: 04/28/1994
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Custom Section

Have vast experience in handling Organizational Processes, Leadership responsibilities, Management concerns, Client relationship and Customer Support in Business Process Outsourcing Domain. Presently serving my experience and education as Team Leader with a reputed organization Paisabazaar Marketing and Consulting Private Limited based at Gurgaon location. Proficient in leading teams to execute successful process operations & experience of implementing procedures, service standards for business excellence. Experienced in managing a high-volume workload within a deadline-driven environment. Mapping client's requirements, identifying improvement areas and implementing measures to maximize customer satisfaction level. A self-motivated team player and organized to keep pace with the fast changing work culture and environment.

Languages

Hindi
First Language
English
Intermediate (B1)
B1

Timeline

Team Leader

Oddity Healthcare Pvt Ltd.
01.2025 - 03.2025

Team Leader

Paisabazaar Marketing and Consulting Private Limited
04.2022 - 01.2025

Sr. CAM

HDFC Standard Life Company LTD.
12.2020 - 11.2021

Sales/Operational Executive

BLUE CIRCLE FINANCIAL SERVICES
11.2012 - 10.2018

M.B.A - Marketing & HR

Swami Vivekanand Subharti University

B.com - Bachelor of Commerce

Delhi University

12th - Commerce

Parveen Sr. Sec.

10th -

Ramjas Sr. Sec.
Pankaj Sharma