Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Key Result Areas
Personal Information
Timeline
Generic
PANKAJ KUMAR JENA

PANKAJ KUMAR JENA

Banking & Finance Services
Bhubaneswar,Odisha

Summary

An ambitious & hardworking individual with excellent relationship management skills and Team Management capability to manage time effectively; targeting assignments in Team Management, Assistant Manager with an organization of repute preferably in Banking sector or finance sector.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Assistant Manager

Idfc Bank
04.2023 - 03.2024

Assistant Manager

Axis Bank
09.2022 - 03.2023

Customer Service Manager

Max Life Ins.
03.2022 - 09.2022

Assistant Manager Sales

Axis bank
03.2016 - 02.2022

Associate

Sony India Ltd.
12.2014 - 01.2016

Education

MBA - Marketing & HR

IBCS
Bhubaneswar, Odisha
12.2014

Skills

  • Self confidence
  • Good interaction with people
  • Hard working
  • Leadership
  • Sales Operations
  • Revenue Generation
  • Team Management
  • Leadership
  • Asset management
  • Market Competitor Analysis
  • Business Development
  • Client Relationship Management
  • Query Management

Certification

  • PGDCA
  • SP certified from IRDA
  • NISM(VA)

Accomplishments

  • Recipient of 'Highest Revenue Generation Award' (BDE category) in the Orissa patch for generating revenue.
  • Leveraged skills in adhering scrutiny of all AOFs for compliance to KYC norms while opening accounts by ensuring minimal the rejection of AOF sent to CPU.
  • Successfully accomplished various sales and cross sales target set by the bank from different product offerings such as Saving Accounts, Current Accounts, Term Deposit, Mutual Funds, Insurance, Retail asset, all type retail and wholesale loans.
  • Achieved Best Life Insurance Award in Axis Bank from Nation Sales Head.
  • I have awarded every months as good sales Employee at Idfc Bank.

Key Result Areas

  • Account statement and provide contract note and research reports monthly basis. Providing retail asset to the customer like share trading, demart account and sip etc.
  • Conducts outbound marketing calls for new leads and dreferr also to generate business Responsible for sales of third-party products (Life Insurance-LI, General Insurance-GI, Mutual Funds-MF, Debit/Credit Cards, etc. to the existing customer base

Personal Information

  • Community: GENERAL
  • Date of Birth: 04/04/1990
  • Gender: MALE
  • Nationality: INDIAN
  • Marital Status: MARRIED
  • Religion: HINDU

Timeline

Assistant Manager

Idfc Bank
04.2023 - 03.2024

Assistant Manager

Axis Bank
09.2022 - 03.2023

Customer Service Manager

Max Life Ins.
03.2022 - 09.2022

Assistant Manager Sales

Axis bank
03.2016 - 02.2022

Associate

Sony India Ltd.
12.2014 - 01.2016

MBA - Marketing & HR

IBCS
  • PGDCA
  • SP certified from IRDA
  • NISM(VA)
PANKAJ KUMAR JENABanking & Finance Services