Pankaj Tiwari

• Achievement

• Promoted From Preferred RM to Imperia RM From April 2024

• Grade Promotion from Manager to Sr.Manager in Dec 2024

• Qualified For MDRT Korea in 2022 -2023 (Jan Month)

• Qualification for BBH Inner circle Contest 2022-2023 (Dec Month)

• Qualified For MDRT Thailand 2023-2024 (Feb Month)

• Qualified for MDRT Greece 2024-2025 (May Month)

• Qualified for MDRT Bali 2024-2025 (July Month)

• Responsibilities

• Developed and implemented improved organisational tools to increase productivity.

• Achieved client loyalty through quality, productivity, service and proactive management.

• Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.

• Handling Premier client Portfolio

• Full filling customers financial requirements

• Tax saving planning

• Achieving CASA No's

• Client need base analysis

• Proper investments of clients

• Putting out maximum profit for clients and for company • High sales growth

• Excellent Repo Building with Clients

• Asset Product Cross Selling

• Insurance Products Cross Selling.

• Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
• Developed and implemented improved organizational tools to increase productivity.
• Conducted due diligence and fulfilled compliance requirements, communicating with other departments to complete requests.
• Provided information on technology resources to improve client financial well-being.

• Handling Premier HSBC Clients
• Full filling clients financial requirements
• Tax saving planning
• Helping team for generating leads
• Client need base analysis
• Proper investments of customer
• Putting out maximum profit for clients and for company
• High sales growth
• Excellent Repo Building with Clients
• Helping RM'S for achieving other products Target.

• Handling Branch Walk-in Customers
• Full filling customers financial requirements
• Tax saving planning
• Helping team for generating leads
• Customer need base analysis
• Proper investments of customer
• Putting out maximum profit for customers and for company
• High sales growth
• Excellent repo building with customers
• Achievement In Kotak Life- Qualified for Moscow ISTP and Daman & Diu.

• Handling Branch Walk-in Customers
• Full filling customers financial requirements
• Tax saving planning
• Helping team for generating leads
• Customer need base analysis
• Proper investments of customer
• Putting out maximum profit for customers and for company
• High sales growth
• Excellent repo building with customers.

• Create an inspiring team environment with an open communication culture
• Set clear team goals
• Delegate tasks and set deadlines
• Oversee day-to-day operation
• Monitor team performance and report on metrics
• Motivate team members
• Discover training needs and provide coaching
• Listen to team members' feedback and resolve any issues or conflicts
• Recognize high performance and reward accomplishments
• Encourage creativity and risk-taking
• Suggest and organize team building activities
• Requirements
• Proven work experience as a team leader or supervisor
• In-depth knowledge of performance metrics
• Good PC skills, especially MS Excel
• Excellent communication and leadership skills
• Organizational and time-management skills
• Decision-making skills.