Summary
Overview
Work History
Education
Skills
References
Interests
ACHIEVEMENT & AWARDS
ADDITIONAL INFORMATION
Timeline
Generic
PAWAN KUMAR

PAWAN KUMAR

Banking & Financial Services Professional | Sales | Portfolio Management | Team Leadership Results-driven BFSI Professional With 9+ Years Of Experience In Corporate Acquisition, Credit Card Business, NPS Expansion, And Portfolio Management Across Uttarakhand And Western UP. Experienced In Handling Multi-location Teams, Driving Revenue Growth, And Building Strong Corporate And Government Relationships.
DEHRADUN

Summary

Professional sales executive with several years of experience attending to customer needs and converting prospects to increase sales. Accomplished in emphasizing service features and benefits, preparing sales order forms and developing reports. Expert in overcoming objections from prospective customers to maximize sales opportunities. I am working in sales and finance from last 6 years, and working till now without any break, i want to achieve many more in future, i know it's very difficult but I will achieve any how, 4 years working in BFSI company BAJAJ FINANCE LTD, and 6 month worked at Axis Bank, from last 3.6 years i m working with IDFC First bank. HDFC BANK and Axis Bank ..!

Overview

3
3
Languages
2027
2027
years of professional experience

Work History

State Head

Axis Bank Ltd
12.2025 - Current
  • Led NPS (National Pension System) business across the state.
  • Coordinated with branches to drive NPS customer acquisition and enrollment.
  • Built partnerships with government offices, institutions, and corporates.
  • Trained branch teams on NPS product knowledge and sales strategy.
  • Monitored performance and ensured achievement of state-level targets.
  • Conducted field visits and strategic meetings with key stakeholders.
  • Ensured compliance with PFRDA and bank policies.
  • Responsible for meeting sales targets by daily connecting with the Nodal Officers / employees in Government offices and assist them with the product and performance report under NPS. Guide them with the end-to-end processes by ensuring employee opts for Axis PFM at time of NPS registration.
  • • Conduct presentation for existing Government employees and thereby get their existing Govt employees migrate their legacy Pension Funds from other PFM to Axis Pension Fund.
  • • Call and regularly visit for sales calls. Gain higher market share of Axis PFM in their respective Nodal offices mapped to them
  • • Ensure quality and persistency of business.
  • Manage a Team of 7 Relationship Manager in Western Up and Uttarakhand trained and Guide them.

Key Account Manager – Corporate Credit Cards

HDFC BANK LTD
08.2025 - 11.2025
  • Oversaw corporate credit card portfolio across Western Uttar Pradesh and Uttarakhand.
  • Managed PFM operations across 8 locations while fostering corporate client relationships.
  • Secured new corporate accounts and facilitated employee onboarding for card issuance.
  • Attained objectives in card sourcing activation and usage growth.
  • Cultivated strong relationships with HR and finance teams of corporates.

Territory Manager

IDFC FIRST BANK LTD
01.2022 - 08.2025
  • Working At Idfc First Bank Ltd As Territory Manager In Dehradun Location
  • Managing Whole Uttarakhand Location
  • Location Is Dehradun, Haldwani, Haridwar, Rishikesh, Kashipur, Kotdwar, Rudrapur, Roorki, Saharanpur
  • Managing Used Bike Finance Product And Premium Bikes Products Having Team Leaders And 18 Sales Officer In Different Locations
  • Managing Team Work
  • Managing FST collection
  • Maintain E Mandate E Sign E Stamp Process.

Sales Manager

Axis Bank Ltd.
08.2021 - 01.2022
  • Worked At Axis Bank In Jaspur Uttarakhand Location
  • Managing Current Account/Savings Account Opening
  • Managing Insurance Life Insurance And General Insurance As Per Target Based
  • Managing Fix Deposit As Per Target Based
  • Managing Demat Account
  • Managing Customer Service As Per Customer Requirements
  • Maintaining All Field Work.

Branch Sales Manager

Baja Finance Ltd.
2018 - 07.2021

Manage Digital Finance Consumer Loan For Uttarakhand Location.Mange FST Manage Dealer empanelment Team Hiring Manage Kashipur and Rudrapur Haldwani Location

  • Implemented process improvements that enhanced customer service efficiency and satisfaction levels.
  • Led team in achieving operational excellence through effective training and workflow optimization.

Computer Operator

HERO MOTOCORP PVT LTD.
06.2016 - 07.2018
  • Manage the all Receiving material of vendors.4
  • Manage the dispatch and receiving the Parts.
  • Contact Base

Education

MBA - Finance

Uttarakhand Technical University
Dehradun
05.2020

B.Com. - undefined

MJPRU
BAREILLY
06.2018

CCC - undefined

Govt Of UP
03.2018

12th - undefined

OM INTER COLLEGE
08.2015

Skills

MS Excel knowledge

MS office knowledge

Telly ERP Knowledge

Team lead knowledge

Sales and market development

Business development and planning

Market trends understanding

Sales funnel management

Professional Networking

Business Networking

Sales strategy

Sales performance analysis

References

TSM, avtarsingh67890123@gmail.vom, 8219222728, Idfc First Bank Ltd

Interests

Reading books, Travelling, Life challenges

ACHIEVEMENT & AWARDS

In 2018 qualify the contest of cross sell for the Bangkok., In 2020 winner star of the month of august award in BFL., Unit Champion in IDFC FIRST BANK in Year 2022-23., Unit Champion in IDFC FIRST BANK in Year 2023-24., Won the ACE Award in IDFC FIRST BANK 24-25 FY-

ADDITIONAL INFORMATION

CCC certified

Timeline

State Head

Axis Bank Ltd
12.2025 - Current

Key Account Manager – Corporate Credit Cards

HDFC BANK LTD
08.2025 - 11.2025

Territory Manager

IDFC FIRST BANK LTD
01.2022 - 08.2025

Sales Manager

Axis Bank Ltd.
08.2021 - 01.2022

Computer Operator

HERO MOTOCORP PVT LTD.
06.2016 - 07.2018

12th - undefined

OM INTER COLLEGE

CCC - undefined

Govt Of UP

B.Com. - undefined

MJPRU

Branch Sales Manager

Baja Finance Ltd.
2018 - 07.2021

MBA - Finance

Uttarakhand Technical University
PAWAN KUMARBanking & Financial Services Professional | Sales | Portfolio Management | Team Leadership Results-driven BFSI Professional With 9+ Years Of Experience In Corporate Acquisition, Credit Card Business, NPS Expansion, And Portfolio Management Across Uttarakhand And Western UP. Experienced In Handling Multi-location Teams, Driving Revenue Growth, And Building Strong Corporate And Government Relationships.