Summary
Overview
Work History
Education
Timeline
Generic

Pankaj Kumar Pandey

Noida

Summary

A dynamic professional with over 13 years of rich and valuable experience in Sales and Marketing entailing MULTIPRODUCT like Equity,Mutual fund ,PMS,Insurance and Structure Product . Follow Market Research to do Business Development and Client Relationship Management. Experienced in increasing sales revenues, exceeding targeted sales goals, developing profitable and productive business relationships and market development; Fair understanding of monitoring clients' portfolio performance, conducting profitability analysis, etc. Expertise in formulating business continuity plans, identifying & adopting emerging trends to achieve organizational objectives and profitability norms. An effective communicator with excellent skills in building relationships; possess strong analytical, problem solving and organisational abilities.

Overview

15
15
years of professional experience

Work History

Associate Director

Incred Wealth
06.2022
  • Counsel the HNI clients for managing their finances and allocating resources productively
  • Conducting comprehensive review of client portfolios, including meeting with clients, and advisors to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions
  • Helping customers achieve financial goals by offering them financial products like Mutual Fund , PMS , Alternate Asset Products
  • Ensuring the clients receive high returns and an increased profitability rate
  • Cross selling of insurance and asset products for revenue generation

Associate Vise President

Motilal Oswal Financial Services
11.2020 - 06.2022
  • Best performer in AUM within 6 months of joining
  • Top PERFORMER IN AIF (Mid to Mega)
  • Best performance in Currency revenue
  • Highest AUM in NDPMS(IAP)

Sr Manager

Reliance Securities Ltd, PCG & WEALTH
05.2016 - 10.2020
  • Aquire and Monitoring client's portfolio performance and rendering sustained advisory services
  • Analysing the financial capabilities of HNI clients for providing them apt investment solutions, ensuring that the solutions provided carry the minimum investment risk
  • Providing advisory services regarding the processes, procedures and strategies for securities investment as well as positional trading ideas in stocks, ensuring high returns
  • Running the sales and marketing operations & accountable for increasing sales growth and driving sales initiatives in order to achieve business goals
  • Identifying & developing new streams; maintaining relationships with customers to achieve repeat/ referral business
  • Generating profitability through investment business as well as planning activities so as to achieve the sales targets.

Branch Manager

ICICI SECURITIES LTD
05.2014 - 10.2015
  • Devloping the sales and marketing strategy for various financial product
  • Achieving the branch target through team and maintain the profitabilities of center
  • To provide training to relationship manager on the various finanacial product like MF,LI,PMS and NFO
  • Managing the portfolio of HNI and Ultra HNI
  • To coordinate with the cluster manageron the MIS and daily report
  • Maintenance of statutory timings, discipline, cleanliness of the center (as per the guidelines) and compliance for better realization
  • Building up brand and Corporate Relations by contributing to the profitability of the Center through active participation in business development efforts
  • AWARD-Highest client acquisition in single month
  • AWARD-won 2 domestic tour with early achievement Life Insurance on north India
  • AWARD-won 2 times gold to make highest level client activation

SR.Manager HNI

Destimoney Securities Ltd
12.2011 - 03.2014
  • Counsel the HNI clients for managing their finances and allocating resources productively
  • Conducting comprehensive review of client portfolios, including meeting with clients, and advisors to assess strategies based on objectives and risk profile, identify opportunities, and prepare customized asset allocation suggestions
  • Helping customers achieve financial goals by offering them financial products like Mutual Fund , PMS , Alternate Asset Products
  • Ensuring the clients receive high returns and an increased profitability rate
  • Cross selling of insurance and asset products for revenue generation

Branch Manager

Religare Securities Ltd
03.2009 - 11.2011
  • Supervised several departments like Client Acquisition, Marketing, Revenue Generation, Operations, Human Resource Management- Hiring & Employee Retention, Compliance and Risk Management
  • Covered several segments of the market comprising of Cash Market, Derivatives Market, Commodities Market, Spot Market and Currencies or For-ex Market
  • Client acquisition for commodity and currency individual and through team
  • Achieved more than 100% growth in monthly acquisition
  • Responsible for formulating various marketing and sales strategies
  • Implemented new team structure which led to all round development of KRAs for all teams, specifically more for Sales and Servicing Team
  • Specialized to maintain the volume growth at mandi trading in commodity
  • AWARD-highest single day volume in Currency
  • AWARD-highest client activation in currency

Relationship Manager

Indiabulls Securities Ltd
01.2007 - 02.2009
  • Client aqusition ,revenue generation ,client retention,excellent client servicing
  • Actively focused the investments of clients, both individual and corporate not in just one market but several markets depending on their requirements.

Education

MBA - Finance and Marketing

SIET Greater Noida
2007

B.Com -

BRDBDPG COLLEGE, D.U University
2004

SKILL SKILLED MANAGER LEARDERSHIP SKILL -

SUMMER
July'06

12th -

OKMIC Lar
2001

10th -

OKMIC Lar
1999

Timeline

Associate Director

Incred Wealth
06.2022

Associate Vise President

Motilal Oswal Financial Services
11.2020 - 06.2022

Sr Manager

Reliance Securities Ltd, PCG & WEALTH
05.2016 - 10.2020

Branch Manager

ICICI SECURITIES LTD
05.2014 - 10.2015

SR.Manager HNI

Destimoney Securities Ltd
12.2011 - 03.2014

Branch Manager

Religare Securities Ltd
03.2009 - 11.2011

Relationship Manager

Indiabulls Securities Ltd
01.2007 - 02.2009

MBA - Finance and Marketing

SIET Greater Noida

B.Com -

BRDBDPG COLLEGE, D.U University

SKILL SKILLED MANAGER LEARDERSHIP SKILL -

SUMMER

12th -

OKMIC Lar

10th -

OKMIC Lar

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