Namita Malankar

Closed ₹66k gross premium in building insurance business in 2026 and a ₹45 lakh loan case through Piramal Capital, managing clients from lead to disbursement. Built a digital lead pipeline through social media campaigns and referral networking.

Cross-sold mutual funds, insurance, and investment products using a needs-based advisory approach. Closed ₹66,70,355 in insurance business and built ₹6 lakh+ AUM in mutual funds within months of joining.

Prospected and built a client pipeline from zero through real estate networking, home expos, and community outreach. Closed 3 home loan disbursements in 2025, generating ₹1,06,66,009 in business and guiding clients end-to-end.

Built a handmade products brand from scratch, managing production, pricing, sales, and fulfilment. Drove 200–500 daily website visits through Google Ads and SEO, and sold 500+ products across exhibitions and online channels.

Streamlined financial operations for a gaming startup, including payroll processing, compliance tracking, and audit coordination. Identified tax discrepancies in CA filings and presented evidence-backed corrections, resulting in significant savings.

Managed GST/TDS filing, payroll, invoice management, petty cash, and vendor payments for a tech company. Proactively eliminated recurring banking penalties by identifying and closing inactive accounts.

Served as a non-executive director, providing governance and oversight.

Supported bookkeeping in Tally, invoice management, daily transaction recording, and audit processes.

Bachelor's degree in Investment Planning from the University of Mumbai, completed in 2020.

Higher Secondary Certificate from the University of Mumbai, completed in 2017.

Certification as an Investment Planning Specialist from the Financial Planning Standards Board India.

Secondary School Certificate from the University of Mumbai, completed in 2015.