Corporate Trainer (Insurance) (Freelancer) - Know Lens Solutions Private Limited - India
(2023-08)
- Conducted three-day virtual training sessions for beginner and mid-level Bancassurance employees across India.
- Covered topics including: Day 1: Basics and Fundamentals of Life Insurance Day 2: Life Insurance Products Day 3: Life Insurance Products and Bancassurance Sales Tips.
- Assessed participants' video assignments submitted via the web platform post-training.
Manager (Insurance) : Training & H. R - Saggio Insurance Marketing Pvt. Ltd - India
(2019-10 - 2019-11)
- Hired new talent by analyzing and understanding interviewees as an HR Manager.
- Conducted three-day classroom training with objective tests and mock calls as a Training Manager.
- Prepared training Performa, content, test papers, and sales pitches.
- Delivered product refresher sessions for existing average-performing employees.
- Handled telephonic conversations to share product/plan details, clarify queries, and address objections for premier and HNI clients on behalf of tele executives.
Training Manager - (Insurance) - Brilliant Insurance Broker Pvt. Ltd. - New Delhi
(2017-07 - 2019-07)
- Conducted training sessions for beginner-level sales force.
- Delivered product refresher courses for non-performing and average performing executives.
- Provided support to candidates preparing for the IRDA Examination.
- Trained the renewal team to enhance performance and efficiency.
Training Manager - (Insurance) - India Infoline Ltd. - India
(2015-06 - 2017-04)
- Provided training to beginner-level sales force.
- Conducted product refreshers, motivational sessions, and training for non & average performers.
- Trained candidates for the IRDA Examination and the renewal team.
- Trained operations staff on upselling and cross-selling to existing customers.
- Conducted induction sessions for on-roll IIFL employees.
- Updated training report cards, logs, and SharePoint with attendance, queries, feedback, and coverage.
Branch Manager - India Infoline Ltd. - India
(2006-12 - 2015-05)
- Accountable for branch profitability.
- Monitored ROI and bottom-line revenues.
- Key Account Management and Corporate tie-ups.
- Overall team management and managerial functions.
- Conducted Investor Meet on Branch Level on week ends.
- Conducted Recruitments through Personal references, make consultancy tieup and campus.
Sr. Relationship Manager - India Bulls Securities Ltd. - India
(2006-08 - 2006-11)
- Led a team of Relationship Managers.
- Overall responsibility for generating business in brokerage/Demat accounts.
- Convinced Corporate for tie-up with the company.
- Conducted Recruitments through Personal references, make consultancy tie-ups and campus.
Sales Development Manager - HDFC Standard Life Insurance Co. Ltd. - India
(2005-04 - 2006-07)
- Identified potential clients and generated new business opportunities.
- Built and maintained long-term relationships with existing and new clients.
- Led a team of insurance agents, managing the Bangalore region.
- Recruited and trained financial consultants, including IRDA & product training.
- Generated sales through financial consultants and monitored corporate presentations.
- Met with corporate to present tailored offers and solutions.
Team Leader - ABN Amro Bank Ltd. - India
(2002-10 - 2005-04)
- Managed MIS and database generation.
- Led a team of 10 sales professionals, driving sales through team efforts.
- Monitored corporate presentations and implemented field strategies.
- Strategized and oversaw promotional activities.
- Guided distributor salesmen and staff to achieve sales targets.
- Initiated activities to improve customer service standards.
Business Development Executive - Median Direct Finance Services Pvt. Ltd. - India
(2001-07 - 2002-09)
- Approached customer, convince them and get them applied for credit card, personal Loan.
- Generated sales through Various Sources.
- Handled corporate sales.
- Did corporate presentations.
