Open To Work
PAWAN TANEJA
Faridabad
Summary
Dynamic banking professional with 10+ years of experience in sales, retail assets, customer service, and branch operations across leading financial institutions. Proven track record of driving revenue growth, managing high-value portfolios, and leading teams to achieve business targets. Recognized for excellent communication, relationship management, leadership, and problem-solving abilities. Fast-track promoted within 8 months for consistent high performance.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Manager (CBG RM Working Capital)
AXIS BANK LTD
10.2025 - Current
- Managed Working Capital Facilities including Cash Credit (CC), Overdraft (OD), Bank Guarantees (BG) and Letter of Credit (LC) for MSME.
- Conducting Credit Appraisal: Financial statement analysis, ratio analysis, fund flow and cash flow assessment.
- Assessed drawing power, stock statement and periodic review of limits.
- Prepared credit proposals /renewal notes in line with bank credit policy.
- Coordinated with credit, operations and Legal Teams for timely sanction and disbursement.
- Ensured compliance with RBI norms, internal credit policy and documentation standards.
- Handling renewals, enhancement and restructuring of working capital limits.
Manager (Asset Desk Manager)
AXIS BANK LTD
09.2021 - 09.2025
- Managing branch retail asset business across 12 asset products.
- Leading a team of 12 resources to achieve targets.
- Daily NTB & ETB calling, cross-selling & digital loan activation.
- Delivered top performance resulting in fast-track promotion.
Deputy Manager
HDFC BANK LTD
09.2019 - 09.2021
- Managed HNI portfolio & current account acquisition.
- Achieved 110% annual scorecard; completed annual income target by Jan.
- Cross-sold 24+ products monthly; ensured AMB & digital onboarding.
Assistant Manager
INDUSIND BANK LTD
06.2018 - 09.2019
- Handled branch operations, cash counter, remittances.
- Planned in-house and field activities to achieve monthly sales targets.
Sales Development Officer (Bancassurance)
HDFC LIFE
04.2014 - 05.2018
- Supported branch operations for insurance conversions, SLG & Upselling.
- Maintained 90% persistency.
- 100% FTR, and won best LCR/LAR award.
- Managed walk-ins, Tele-ins, MIS, post-sales visits & conversions.
Education
Class 10th -
CBSE
Class 12th -
CBSE
B.Com -
Delhi University
Skills
- Retail Asset Sales & Portfolio Management
- Branch Banking Operations
- High-Value Current Account Management
- Customer Relationship Management
- Cross-Selling & Revenue Generation
- Digital Onboarding & Customer Engagement
- Team Training & Performance Management
- Compliance & Scorecard Management
Certification
- IRDA Certified, 11/01/19
- NISM Certified, 09/01/20
Accomplishments
- Axis Bank Ltd- Promoted from DM to M.
- HDFC Bank: NTB award, 1 Cr asset disbursement award, 14 high-value CA in a month.
- IndusInd Bank: 1 lakh debit card contest, insurance award.
- HDFC Life: Goa qualifier, 100% FTR, 90% persistency.
Personal Information
- Date of Birth: 07/17/91
- Nationality: Indian
- Marital Status: Married
Languages
English
First Language
Hindi
Beginner
A1
Work Preference
Job Search Status
Open to workSalary Range
₹45000/yr - ₹200000/yrTimeline
Manager (CBG RM Working Capital)
AXIS BANK LTD
10.2025 - Current
Manager (Asset Desk Manager)
AXIS BANK LTD
09.2021 - 09.2025
Deputy Manager
HDFC BANK LTD
09.2019 - 09.2021
Assistant Manager
INDUSIND BANK LTD
06.2018 - 09.2019
Sales Development Officer (Bancassurance)
HDFC LIFE
04.2014 - 05.2018
Class 10th -
CBSE
Class 12th -
CBSE
B.Com -
Delhi University