Pallavi Bhaskar

Manages a portfolio of insurance and investment clients across the full lifecycle, from needs assessment through servicing and renewal. Generates new business through relationship-led prospecting and referral networks, and retains clients through proactive follow-up and policy servicing.

Researches, writes, designs, and publishes professional ebooks on business, AI, personal finance, wellness, and self-help. Manages the full publishing cycle including content strategy, long-form writing, formatting, and publication-ready production.

Managed the full sales cycle for SaaS EdTech solutions, from lead qualification to closure, against monthly and quarterly targets. Delivered product demos and executive presentations, and worked with pre-sales and post-sales teams to move opportunities to close.

Built qualified enterprise pipelines across global markets by engaging C-level executives and IT decision-makers. Ran outbound campaigns aligned with industry events and used consultative selling to position relevant solutions.

Managed Fortune 2000 enterprise relationships over an eight-year tenure, generating ₹1 Crore+ in revenue in a single year. Led quarterly business reviews and ROI analysis with key clients to drive renewals, cross-sell, and account expansion, and mentored team members on sales performance.

Handled UK customer queries within strict SLA and quality standards.

Received Centurion Award for Customer Service Excellence and Top Performer Award for Quality.

Completed certifications in Digital Marketing and Foundations of Marketing.

Pursued a PG Diploma in Public Relations & Advertising.

Completed a Bachelor of Arts degree.

Completed certification in Excel with Business Analytics.

Completed certification in Data Science.

Completed certification in Artificial Intelligence.