Sonia Ranjit Malkhani

• 2017 - Joined as Private Banking Manager (HDFC)
• 2018 - promoted to Sr Private Banking manager (HDFC)
• 2019 - promoted to Deputy Manager in NRI team (HDFC)
• 2022 - Promoted Senior Manager (HDFC)
• 2024 - Promoted as Cluster Head (IDFC)
• 2025 Currently managing team of 5 RO. making sure Target VS Achievement, Incentive earning, Persistency, Mindshare, qualification for domestic and international contest.
• Currently holding KPI 1st Position Pan India.
• YTD 150% + as on December 2024.
• Have 40% mindshare MOM.

Competition (HDFC life, TATA AIA, Bajaj, IPru

• Higher Achievers Club
• Qualified for GOA Contest (May-2018)
• Qualified for ISTANBUL Contest (Nov-2018)
• Qualified for Dubai Contest (May-2019)
• Qualified for Thailand contest (OCT-2022)
• Qualified for Cordelia contest (July 2024)
• Qualified for GOA contest (Dec-2024)
• Qualified for outstanding contribution Dec 2024
• Qualified for Champions league contest Aug 24 and RRR contest Dec 24

• Drive business from branch staff
• Make branch staff qualifying for local & International contest
• Over achieve branch's target
• Maintain MIS
• Arrange Business promotional activities in branch & nearby arena
• Branch hit 146% of allotted Annual Target FY 2015-16
• Qualified for Bangalore “UNSTOPPABLE” Contest in May - 2016
• Qualified for “International Achiever Summit” for BANGKOK & THAILAND in 2016
• Branch hit 162% of allotted Annual Target FY 2016-17
• Branch always stood amongst Top-5 Branch of Cluster

• Arranging Travel Bookings (Air, Train, Car, Bus) for site Engineers
• Scrutinizing travel vouchers, Reimbursements
• Managing Data Cards and their billings (Airtel, Reliance, Vodafone)
• Managing company Assets including Laptops Inventory, Printers etc
• Settling Site Imprest (Budgeting) for various project sites - Rawra, Bikaner, Chennai, Jodhpur, Arupakottai, Vadodra, Bhuj etc...)
• Reduced cost by 23%
• Zero defect billings