Abhay Mahishi
Bangalore
Summary
To be in a managerial position where I find scope to integrate training experience and management knowledge towards understanding of different functions of the organization so as to contribute to the growth and progress of the organization and to prepare for general management through team & self development.
Overview
22
22
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
RTM for Agency Bangalore
Bajaj Allianz Life Insurance Company Limited
Bangalore Region
10.2017 - Current
- Preparing Training calendar based on training need analysis
- Conducting Agent Induction training, ensuring new agent activation through SM intervention
- New Employee Induction Training and driving Sale Manager confirmation
- Performance Improvement Trainings to Low Performing Employees
- Joint Sales calls with Sales Managers, Branch Managers and Insurance consultants
- Joint Recruitment calls with Sales Managers for Recruiting Quality Insurance consultants
- Corporate Presentation on Investment Planning, Tax benefits and Life Goal Planning for Group Sales opportunities
- Content development on specific sales requirements and sales pitches, competitor plan comparisons.
Branch Training Manager
Cigna TTk Health Insurance Co Ltd
02.2014 - 09.2017
- Conducting product and process training at various partners of Agency channel
- Discussing with stake holders different functional gaps to identify training needs and preparing training calendar as different vertical
- Conducting agent induction training. Refresher training on products and process
- Conducting lead generation activities with sales managers and agents
- Conducting training at various partners from Broking vertical
- Conducting Corporate presentation with channel partner for creating awareness and lead generation
- Conducting Soft Skill training to Sales force
- Competitor Product Comparison and analyzing USP and sharing the comparison chart with Sales force
- Coordinating with Group team, and underwriting team for specific business deals ensuring the required information is handy to the sales force before/ during the meeting client
- Proactively ensuring the required compliance training are completed by the employees
- Mentoring and hand holding newly joined trainers ensuring the trainer acquire the required knowledge and skill to deliver the training as per the company’s SOP.
Deputy Manager, Learning & Development
HDFC Standard Life Insurance co
11.2007 - 02.2014
- Training support to different Business verticals like Agency, Bancassurance, Broka, Direct Sales Team
- Analyzing training requirements & preparing Training Calendar for the territory.
- Conducting IRDA licensing training, equipping the candidates to successfully pass the exam.
- Induction training to Financial Consultants through product & Process knowledge
- Front line sales induction training & regular product refresher training to keep the FLS with the detailed knowledge updations.
- Specialized Training like Disha-Skill Development Training, Utkarsh- Detailed Classroom Training & On the Job Training, First Advantage- Fresh Graduates recruited are trained on Insurance industry, Basics of insurance concept, lead generation activity, customer interaction & Hand holding them through On the job training
- Accompanying Sales team to address challenging sales situations & helping them to generate business.
- Updating market knowledge, new trends & guidelines to sales fraternity
- Hand holding the Assistant Manager- L & D on regular basis on Scheduling Training for respective verticals, knowledge development, process acquaintance, Training project.
- Skill development of the AM – L & D through Training Delivery observations & feedback.
Mutual Fund Division
Motilal Oswal Securities Ltd.
07.2006 - 10.2007
- Selling mutual funds.
- Financial advisory services
- Fund analysis and recommendation to clients
- Portfolio design and management
Revenue and Cross Sell Person
Airtel Broadband and Telephone Services
BANGALORE URBAN
09.2003 - 05.2006
- Company Overview: A division of Bharti Televentures
- Selling Telephone connections, Broadband connections and value added services
- Handling a team of Business development executives
- Customer retention & key customer account management
- A division of Bharti Televentures
Education
MBA - Marketing
Bapuji Institute of Engineering And Technology
Davangere 01.2001 - 01.2003
B.Com - undefined
J.S.S.College
Dharwad, Karnataka 01.1998 - 01.2001
Skills
Completed MsOffice
Accounting package Tally
undefinedAccomplishments
- Secretary of Commerce Association, J.S.S. College, Dharwad.
- Represented college in state level cultural event
- Awarded as the 'Best Business Development Executive' in Airtel Broadband & Telephone Services.
- Generated a business of Rs 5 Lakhs (premium) in March 2010 from self Reference.
- Instrumental in generating sales aggregate of 9 lakhs (premium) through support on sales calls in FY 2009-10.
Personal Information
- Date of Birth: 04/24/81
- Gender: Male
- Marital Status: Married
Additional Qualifications
- AMFI Certified
- Successfully cleared LICENTIATE EXAMINATION conducted by Insurance Institute of India
- DISC Certification
Timeline
RTM for Agency Bangalore
Bajaj Allianz Life Insurance Company Limited
10.2017 - Current
Branch Training Manager
Cigna TTk Health Insurance Co Ltd
02.2014 - 09.2017
Deputy Manager, Learning & Development
HDFC Standard Life Insurance co
11.2007 - 02.2014
Mutual Fund Division
Motilal Oswal Securities Ltd.
07.2006 - 10.2007
Revenue and Cross Sell Person
Airtel Broadband and Telephone Services
09.2003 - 05.2006
MBA - Marketing
Bapuji Institute of Engineering And Technology
01.2001 - 01.2003
B.Com - undefined
J.S.S.College
01.1998 - 01.2001
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