PANKAJ AGGARWAL

Mobile 09779713862 Email: pankaj.aggarwal76@yahoo.com

Managerial Assignments : Real Estate, Insurance & Financial Services
Around 9 years chronicle of success seeking assignments in Business development/Channel
Management/Relationship Management with an organization of repute.
Around 10years of experience in the area of business development,
Marketing and client servicing in Insurance sector.Exposure in
marketing a wide range of financial products like Insurance Assets and
CASA etc. and achieving business targets. Proficient in managing the
sales operations, organizing promotional campaigns, building
relationship with clients & achieving desired goals. Posses excellent
communication, relationship management and team building skills with
dexterity in mentoring the sales teams.
CORE COMPETENCIES
Business Development

Identifying prospective business, establishing strategic partnership and

alliances, generating business from the existing clients and achieving
profitability and increased sales growth.
Sales & Marketing
Exploring potential business revenues to penetrate new business and
expand existing clientage.
Brand Promotions
Managing various activities, monitoring business growth through the
Sales Team.
Team management
Analyzing latest marketing trends and tracking competitors activities
and providing valuable inputs for fine tuning sales and marketing
strategies.
Ensuring that highest services standards are maintained for serving of
clients and maintaining minimum turn around time.
Building and maintaining healthy business relations with major clients, ensuring customer satisfaction by
achieving service quality norms.
Recruiting, mentoring, training and development of the field functionaries to ensure sales and operational
efficiency.
Creating and sustaining a dynamic environment that fosters development opportunities and motivates high
performance amongst team members.
CAREER CONTOUR
Royal Max Group
Designation
Based At
Accountabilities

Since Dec. 13 Till date

: Sales Head
: Amritsar
:
Responsible for achieving the Number Target for the Company.
Responsible for the recruitment of Sales Team in Entire Company.
Ensuring that the KYC norms are adhered to.
Ensuring the sales of Quality customers.
Team Management.

 Designing of Various sales & Promotional Activities.

Emerging India Real Assets Pvt. Ltd.

Designation
Based At
Accountabilities

Since Nov 11- Nov. 13

: Deputy Cluster Head

: Amritsar
:
Responsible for achieving the Number Target for the Cluster.
Responsible for the recruitment of Sales Team in Entire Cluster.
Ensuring that the KYC norms are adhered to.
Ensuring the sales of Quality customers.
Team Management.
Designing of Various sales & Promotional Activities.

ACCOLADES :
Being the No. 1 Cluster for all over the year.
Set the new business standards for a new brand
Made three WMs move to next levels as Branch Managers.

HDFC Bank Ltd..as Acquisition Manager

Designation
Based At
Accountabilities

: Acquisition Manager (Sales)

: Amritsar
:
Responsible for achieving the Value & Number Target for the Branch.
Pushing Cross-sell at the time of opening an a/c.
Responsible for the recruitment of CSE.
Ensuring that the KYC norms are adhered to.
Ensuring acquisition of Quality customers.
Team Management.
Designing of Activities

Future Generali India Life Lnsurance Co. Ltd.

Designation
Based At
Promoted As

Since Nov. 10- Oct 11

:
:
:

Since Sep. 08- Oct 2010

Agency Development Manager

Amritsar
Branch Manager

Accountabilities :
Managed the team of 13 Sales Managers.
Was among the best three ADM units of the Region on YTD basis.
Got various certificates & trophies as recognition.
Totally Focussed on the per SM productivity.
Got Ist position Pan India upto Nov 2009 (Business wise).

 4 Sales Manager & 4Advisors were qualified for Bangkok Trip by June 2009.
Was the only ADM to be promoted as Branch manager in Punjab region.
ACCOLADES :
Being the consistant performer all over the year.
Set the new business standards for a new brand
Made three SMs move to next levels.
Kotak Life Insurance Co. Ltd.

Since Nov.2006

Sales Manager

Nov06-June 08

ACCOUNTABILITIES:

Recruiting the Advisors and Generating Business from them.

ACCOLADES:

Joined as Agency Manager and got promoted as a Sales Manager in April07.

Handled the team of 42 advisors.
Again got promoted in the month of August.
Consistently achieved the targets set by the company.
Again got promoted on L3 grade in the month of Jun.08.

Max NewYork Life Insurance Co. Ltd.

Since Mar.05-Oct.06

ACCOUNTABILITIES:

Selling Insurance Products of the Company and being the first Centurion of the batch with in the
period of six months.

Promoted as ATM on the rolls of the company.

ACCOLADES:
Succesfully organized various sales promotions campaigns.
Repeatedly and consistently achieved pre-set targets.
From June95 to Mar.05 with SHREE RAM ENTERISES as a SALES MANAGER.
Successfully met the sales targets on Annually Basis of Some Branded Auto Products.
Handled Sales Team of 8 Persons.

EDUCATION
Graduation from Guru Nanak Dev University, Amritsar.
10+2 from Punjab School Education Board, Amritsar.
PERSONAL DOSSIER

Date of Birth
Permanent Address

:
:

08 Nov-1974
H.No.182,Guru Nanak Avenue, Majitha Road,
Amritsar.