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Sangeeta YadavSY
Open to opportunities

Sangeeta Yadav

@sangeetayadav1

I drive distribution strategy, corporate relationships, and operations across financial services and insurance.

India
Message

What I'm looking for

I'm looking for opportunities where I can drive distribution strategy, business growth, corporate relationships, operational excellence, and cross-functional initiatives in financial services or insurance.

I'm currently managing end-to-end NPS operations, MIS dashboards, board-level analysis, regulatory reporting, payout tracking, and sales KPIs at Aditya Birla Sun Life Pension Fund Management.

Previously at Max Life Insurance, I managed Government Annuity business across NPS, superannuation, and institutional channels. I achieved 130% of my assigned target in my first month, generating approximately ₹1 Cr in annuity business, including a ₹47 lakh single annuity policy.

At HDFC Securities, I managed corporate client relationships from onboarding and implementation through ongoing servicing, employee engagement programs, and escalations. I worked closely with Relationship Management, Operations, Compliance, Legal, Marketing, and external stakeholders to deliver strong service standards.

Across earlier executive support and MIS roles at Panoramic Holidays, Royal Tulip Luxury Hotels, NDTS India, and APM Terminals India, I've supported senior leadership through reporting, coordination, documentation, and cross-functional execution.

Experience

Work history, roles, and key accomplishments

AL
Current

Deputy Manager – Distribution & Strategy

Aditya Birla Sun Life Pension Fund Management Ltd.

Oct 2023 - Present (2 years 11 months)

Managed end-to-end NPS operations across multiple CRAs, developed MIS dashboards, coordinated with cross-functional teams, handled regulatory reporting and compliance, and supported strategy initiatives to improve NPS penetration.

Education

Degrees, certifications, and relevant coursework

University of Mumbai logoUM

University of Mumbai

Bachelor of Commerce, Commerce

Bachelor of Commerce degree from the University of Mumbai, SIES College, Nerul.

Tech stack

Software and tools used professionally

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