PANKAJ SINGH NEGI
Pune,MH
Summary
PGDM graduate with experience in client relationship management and cross-selling within the financial services industry. Skilled in process coordination, client servicing, documentation, and workflow support to ensure smooth business operations. Internship experience in sales (Bajaj Allianz Life Insurance) and digital marketing (Digitize Brand) enhanced abilities in customer engagement, reporting, and technology-driven processes. Proficient in stakeholder management and operational support with a strong interest in operations management, process improvement, and business efficiency.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Relationship Manager
Profitmart Securities
Pune, India
04.2025 - Current
- Achieved goals for sale of investment products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Presented financial plans and investment recommendations to clients.
- Recommended specific investments to help clients meet financial goals.
Sales Intern
Bajaj Allianz Life Insurance
Pune, India
04.2024 - 06.2024
- Create persuasive pitches to highlight product benefits effectively.
- Participated in sales meetings and presentations to gain knowledge and insight.
- Handle inquiries and provide support for informed decision-making.
- Track and analyze sales activities and customer feedback.
Digital Marketing Intern
Digitize Brand
Pune, India
06.2021 - 09.2021
- Assisted marketing coordinators and graphic designers with website copywriting and proofing.
- Designed and presented social media campaign ideas.
- Created engaging content for Facebook, and Instagram.
- Created content strategies for digital media.
- Prepared weekly updates and reports to track growth and success rates of marketing campaigns.
Education
PGDM - Marketing
International School of Business And Media
Pune04-2025
BBA -
Shriram Institute of Management And Technology
Kashipur05-2022
HSC -
Mount Sinai School
Ramnagar05-2019
SSC -
Army Public School
Kashipur, India05-2016
Skills
- Microsoft office
- Communication
- WordPress website Designing
- Negotiation
- Graphic Designing
Accomplishments
- Consistently achieved monthly cross-selling targets, contributing to revenue growth in a full-service stockbroking firm.
- Successfully managed and retained a portfolio of high-value clients by ensuring timely resolution of queries and maintaining strong relationships.
- Streamlined client onboarding and documentation process, reducing turnaround time and improving operational efficiency.
Certification
- Digital Marketing from Digital Trainee.
- WordPress website Designing from Digital Trainee.
- Graphic Designing from Digital Trainee.
- Prompt engineering from Great Learning.
- Certification course in stock market from EMS stock market institute.
Extra-curricular activities
- Represented college in inter-college sports events Football. demonstrating teamwork and discipline.
- Organized and conducted financial awareness campaigns in residential societies, educating participants on investment and savings options, thereby enhancing community engagement and brand visibility.
Timeline
Relationship Manager
Profitmart Securities
04.2025 - Current
Sales Intern
Bajaj Allianz Life Insurance
04.2024 - 06.2024
Digital Marketing Intern
Digitize Brand
06.2021 - 09.2021
PGDM - Marketing
International School of Business And Media
BBA -
Shriram Institute of Management And Technology
HSC -
Mount Sinai School
SSC -
Army Public School