Pankaj Lugani has over 8 years of experience in customer service roles. He has worked at Standard Chartered Securities India Limited, Mmodal India Limited, Waheguru Enterprises Pvt Ltd, and HSBC Invest Direct Securities India Limited in customer service and operations roles. His responsibilities have included resolving customer queries, generating reports, and placing orders. He has a Master's degree in Finance Management and is NSE and NISM certified.

1. Curriculum Vitae
Name: PANKAJ LUGANI Email Id : luganipankaj@yahoo.in
Contact No: 9769269477.
Carrier objective
To work with pragmatic ambition and positive attitude with the best manner and acquire proficiency in
professional skills, thus providing the best of the services and develop meaningful contributions,
exceeding customer expectation and building a challenging work environment that inspires and
motivates.
Professional Experience
Employer : Standard chartered securities India limited
Designation : Customer service executive
Duration : 27th January 2014 to Till Date.
Role and Responsibilities.
 Resolve customers queries, request & complaints through email & calls.
 Place orders on behalf of client on trading terminals.
Employer : Mmodal India limited
Designation : Operation Executive / Client Servicing.
Duration : 29th November 2012 to 4th September 2013.
Role and Responsibilities.
 Generating MIS Report.
 Maintaining of daily reports send to USA client within the Tat.
 Adhere to rules governing to confidentiality at all times: Understand and comply with policies
and procedures.
 Coordinate and ensure Quality Evaluation of the files analyzes the results and solve
discrepancies if any.

2. Employer : Waheguru Enterprises Pvt Ltd
Designation : Operation Executive.
Duration : 1th January 2012 to 31st August 2012.
Role and Responsibilities.
 Monitoring Plant Production & Reporting to Higher management.
 Maintaining all Bills Transactions Record for IT purpose.
 Generating MIS Report.
Apart from it also looking after Shipping Incorporation work.
Co ordination with shipbuilding contract.
Co ordination with the bank with international loan financing.
Looking after email.
Employer : HSBC Invest direct securities India limited
Designation : Customer service executive
Duration : 14th December 2009 to 31st December 2011.
Role and Responsibilities.
 Resolve customers queries, request & complaints through email & calls.
 Place orders on behalf of client on trading terminals.
Awards:-
 Awarded for generating Highest Brokerage for the month of September 2010.(70 percent of
the total team contribution).
 Awarded for generating Highest Brokerage for the month of September 2011.(60 percent of
the total team contribution).
Employer : Sparsh Bpo (HDFC SLIC).
Designation : Customer service executive .
Duration : 1th May 2007 to 30st September 2009.

3. Role and Responsibilities.
 Resolve customer's queries , request & complaints through email & calls.
Inbound & Outbound Activity.
Awards:-
 Top Performer Award for being in Up selling " SMS ON The Move"Services From
Hdfc SLIC.
Educational QUALIFICATION :
Exam Passed : Master In Finance Management.
University. : Mumbai
Year of passing: 2009 - 2012.
Percentage : 60 %.
Exam Passed : B.Com
University. : Mumbai
Year of Passing : 2007.
Percentage : 46 %.
Additional Qualification :
 Diploma in computer Application (MS Office - Word , Excel ) and have a very good knowledge
of excel.
 NSE Certification on Capital and Derivatives Markets.
 Nism Services Vii : Securities Operations and Risk Management Certification.
 Nism Services vi : Depository Operations Certification.
Personal Details.
Date of birth : 21th September, 1983.
Nationality. : Indian.
Martial Status : Single.
Language known : English, Hindi and Marathi.
Address :7 A/3, Nityanand Baugh ,Chembur Colony.
Mahul Road , Mumbai 400074.
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