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PARDEEP SINGH
Ludhiana
Work Preference
Summary
Responsive and resourceful professional knowledgeable about maintaining schedules, coordinating inventory and promoting financial sustainability. Good sales planning, service management and motivational skills. Skillfully recognize areas of weakness and implement corrective actions to maintain operations alignment with strategic goals.
Overview
3
3
Languages
1
1
Certification
9
9
years of post-secondary education
14
14
years of professional experience
Work History
Senior Manager (Wealth Management)
Motilal Oswal Financial Services Ltd
03.2026 - Current
- Managed portfolio of active franchise partners, emphasizing revenue growth and providing operational support.
- Drove franchisee acquisition and servicing strategy, expanding B2B footprint.
- Led onboarding and training initiatives for new franchisees, enhancing activation time.
- Acting as a key liaison between franchise network and central teams for product, compliance, and marketing.
Assistant Manager- Retention, Branch Operations & Administration
Canara HSBC Life Insurance
05.2018 - 03.2026
- Developed customer retention strategies that enhanced client loyalty and minimized churn.
- Managed daily branch operations, ensuring compliance and effective resource utilization.
- Managed daily branch operations ensuring compliance and optimization of resources.
- Led customer service teams to resolve escalated issues, improving customer satisfaction.
Business Development Executive
SBI Life Insurance
08.2017 - 05.2018
- Cultivated relationships with customers and partners to strengthen business networks.
- Developed proposals and contracts to attract more clients.
- Drafted proposals and contracts that successfully attracted new clients.
Assistant Relationship Manager
PNB Metlife India Insurance
06.2016 - 08.2017
- Achieved sales goals for bank products and services, contributing to branch revenue targets.
- Responded to customer inquiries and resolved complaints, enhancing overall satisfaction.
- Developed and implemented customer surveys to gauge satisfaction and identify improvement areas.
Assistant Centre Manager
SGS Technical Memorial Institute
04.2014 - 05.2016
- Analyzed performance data to identify trends and optimize operational strategies.
- Streamlined processes to enhance operational efficiency and reduce downtime.
- Ensured adherence to company and industry standards through regular reviews and updates.
Accounts Assistant
Muthoot Finance Limited
04.2012 - 03.2014
- Managed accounts payable records and prepared invoices to support timely payments.
- Managed daily account reconciliations and ensured accuracy of financial records.
- Assisted in preparing financial reports for management review and decision-making.
- Executed data entry and document processing to ensure accurate record-keeping.
- Processed customer transactions and maintained client account information securely.
Education
MBA/PGDM - Finance
Indira Gandhi National Open University (IGNOU)
Delhi 01.2012 - 12.2017
B.B.A. / B.M.S. - Management
Panjab University
Ludhiana 06.2008 - 06.2011
Skills
- Financial Management
- Financial Data Analysis
- Financial Software
- Insurance Operations
- Customer Service Management
- Customer Satisfaction
- Customer support
- Customer Handling
- Business Development
- Process Management
- Service Operations
- AI Tools
- AI Integration
- Data Management
- Document processing
- Administration Management
- Financial Data Analysis
Languages
English
Upper Intermediate (B2)
B2
Punjabi
First Language
Hindi
Upper Intermediate (B2)
B2
Certification
- DIPLOMA IN COMPUTERS
- Diploma In Management
- Post Graduate Diploma In Management
- Post Graduate Diploma In Financial Management
- Digital Marketing Fundamentals
- Generative AI And Prompt Engineering Fundamentals
- Project Management Fundamentals
- Data Analysis Using Excel
Accomplishments
- Zero-Defect Quality Excellence Award" – Given by senior leadership for maintaining 100% compliance across 3 consecutive quarters.
- "Lean Six Sigma Project of the Year" – Awarded for optimizing manufacturing workflows and reducing cycle time by 24%.
- "Continuous Improvement Champion" – Selected out of 40 regional supervisors for driving a culture of OpEx.
Languages
- English
- Punjabi
- Hindi
Timeline
Senior Manager (Wealth Management)
Motilal Oswal Financial Services Ltd
03.2026 - Current
Assistant Manager- Retention, Branch Operations & Administration
Canara HSBC Life Insurance
05.2018 - 03.2026
Business Development Executive
SBI Life Insurance
08.2017 - 05.2018
Assistant Relationship Manager
PNB Metlife India Insurance
06.2016 - 08.2017
Assistant Centre Manager
SGS Technical Memorial Institute
04.2014 - 05.2016
Accounts Assistant
Muthoot Finance Limited
04.2012 - 03.2014
MBA/PGDM - Finance
Indira Gandhi National Open University (IGNOU)
01.2012 - 12.2017
B.B.A. / B.M.S. - Management
Panjab University
06.2008 - 06.2011