Namita Malankar

Direct Sales Agent

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.

SalesLoan OriginationClient AcquisitionLead GenerationSocial Media MarketingReferral Networking

Direct Sales Agent

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.

SalesCross SellingMutual FundsInsuranceInvestment AdvisoryMarketing Campaigns

Direct Sales Agent — Home Loans

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.

Home LoansSalesClient AcquisitionLead GenerationDocumentationCustomer Service

Founder

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.

EcommerceGoogle AdsSEOSocial Media MarketingProduct ManagementSales

Executive Director — Finance & Operations

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.

Finance OperationsPayrollComplianceAuditTax

Executive Director — Finance & Compliance

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.

GSTTDSPayrollInvoicingVendor ManagementBanking

Non-Executive Director

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

Audit & Accounts Intern

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

TallyBookkeepingInvoicingAudit