Sangeeta Yadav
@sangeetayadav1
I drive distribution strategy, corporate relationships, and operations across financial services and insurance.
What I'm looking for
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
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
Bachelor of Commerce, Commerce
Bachelor of Commerce degree from the University of Mumbai, SIES College, Nerul.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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