Puneet Srivastava
About Puneet Srivastava
Puneet Srivastava is a Zonal Head with extensive experience in the financial services sector, specializing in executing business plans and managing budgets. His career includes roles at various companies, such as Mswipe Technologies and INVICTUS INSURANCE BROKING SERVICES, where he developed a diverse background in sales and operations.
Current Role at Turtlemint
Puneet Srivastava serves as the Zonal Head at Turtlemint. In this role, he is responsible for executing business plans and managing budgets across various financial service segments. His leadership contributes to the strategic direction and operational efficiency of the organization.
Previous Experience in Financial Services
Puneet has a diverse background in the financial services industry, having held various positions that include Regional Manager at INVICTUS INSURANCE BROKING SERVICES PRIVATE LIMITED from 2017 to 2022, and Area Sales Manager at Cholamandalam MS General Insurance Co. Ltd. from 2015 to 2017. His experience spans general insurance, credit cards, and healthcare sectors.
Sales and Management Background
Puneet's career began as a Sales Executive at Chandan Healthcare Ltd. in 2006. He later worked at Cholamandalam MS General Insurance Co. Ltd. as a Relationship Manager from 2007 to 2011, and as an Assistant Manager at SBI Card from 2012 to 2014. His roles have equipped him with extensive experience in sales and management within the financial services sector.
Education and Qualifications
Puneet studied at the University of Lucknow, where he earned a Bachelor of Commerce (BCom) degree from 2003 to 2006. His academic background in Business/Commerce has provided him with foundational knowledge applicable to his career in financial services.
Expertise in Business Operations
Puneet possesses deep insights into executing business plans and managing budgets. He has extensive experience in setting up business operations from the ground up in the financial services industry, which enhances his capability to drive organizational success.