Anjanna S Saini
Summary
Competent, diligent & result-oriented professional with an excellent and rewarding career of over 16 years in Insurance & Finance Industry. Currently working with Bajaj Life with bigger responsibility which helped me to grow professionally,Worked as a Branch Training Manager – Thane,Bhayander,Andheri and malad Location (Learning & Sales Development ) with KOTAK life Insurance Co. Ltd and Max Life insurance ,Proficient in structuring customized Sales Training Modules and conducting training sessions. Striving to always bring in creative practices and facilitates individuals to perform better. Competent in IC-33 Training as per IRDAI Syllabus and Guidelines. Training with excellent understanding of business dynamics & updated market knowledge Strong leadership traits with excellent ability to coordinate with different people at one time under difficult situations and the ability to bring out the best in others while creating a healthy and friendly work environment, thus enhancing operational efficiency and optimizing resource utilization. Team-oriented self-starter bringing 15 years in training, staff development, management and human resources. Exceptional communication, analytical and organizational skills. Confident training leader with demonstrated planning, organizational, and leadership abilities focused on . Highly effective at educating people at all different skill levels. Seek similar role with Successful company. Successful at developing and improving training programs for employees at all levels. Good communicator, planner and conflict manager with advanced understanding of training needs for each department. Expertise in Confident training leader with demonstrated planning, organizational, and leadership abilities focused on . Highly effective at educating people at all different skill levels. Seek similar role with the company.
Overview
17
17
years of professional experience
Work History
Regional Training Manager
Bajaj Life insurance
Mumbai
07.2024 - Current
- On Felid Sales process Training for Executives to better opening and closing of sales
- Develop and implement comprehensive training programs for insurance agents and customer service representatives
- Analyze training needs and design curriculum to address knowledge gaps and skill development
- Conduct training sessions and workshops on insurance, policies, and sales techniques
- Create training materials, including presentations, manuals, and eLearning modules
- Evaluate training effectiveness through assessments and feedback to continuously improve training programs
- Collaborate with internal stakeholders to identify and address training opportunities
- Provide coaching and mentoring to insurance professionals to enhance their performance and productivity
- Stay up to date with industry trends and changes in insurance regulations to ensure training materials are accurate and current
- Managed new employee orientation training process for more than 75 employees and 250 Advisors each year
- Evaluated effectiveness of training programs using various assessment tools, providing valuable feedback for continuous improvement initiatives
- Facilitated leadership development workshops, fostering environment of growth and self-improvement among management team members
- Stayed abreast of industry trends and emerging best practices in talent development, ensuring organization maintained a competitive edge in workforce capabilities
Branch Training Manager
Kotak Life Insurance Co. Ltd.
Mumbai
07.2017 - 03.2019
- Taking Care of Both Locations – All RDMS / ABMDs / BMs Training IC -38 Batches for all locations New IC Launch / Power Club Drive was key role
- New License Productivity – 0-6 NLS Performance Identifying and Driving Power CLUB Life Advisors
- Adoption & Execution of Digital Tools – like LNG, CRM On Filed Sales Support and hand holding of RDMs
- Conducting Agency Associate's Training Program
- Responsible for 100% Pass Percentage and LA Productivity with Minimum 1 L or 55 K Launch.
Learning and Development Manager
Max Life Insurance
Mumbai
01.2017 - 08.2017
- Enhanced employee and Advisors performance by designing and implementing comprehensive learning programs.
- Collaborated with department heads to identify skill gaps and develop targeted training solutions.
- Evaluated the effectiveness of training programs using key performance indicators and adjusted content as needed.
- Directed product development efforts using industry-specific tools to increase sales and overall company productivity.
Consultant Trainer
06.2013 - 10.2016
- Efficiently conducting IC-33 & LAIP Batches to ensure maximum agency contracts for the branch
- Proficiently training the Agent Advisors & New Employee on IC-33 and ensure highest passing percentage
- Has developed good skills in new Agents on early success in via TB, STB
- Entrusted with the responsibility of providing assistance to the New Agent Advisors for a smooth closing of Sales call.
Sales Manager
Kotak Life Insurance
04.2010 - 11.2011
- Recruitment and Development Manager for Bhaynder Branch
- Responsible for recruiting Preferred segment agents and generating new business
Life Advisor
Kotak Life Insurance
07.2008 - 03.2010
- Promoting Life Insurance products to qualified prospects
- Financial Planning and Need Based selling
Education
Associatship - Life
05.2025
AMFI -
05.2016
Licentiate - Life
04.2016
Bachelor of Commerce -
Mumbai University
05.2007
HSC. - Science
Maharashtra State Board
02.2000
SSC. -
Mumbai Board
03.1998
Skills
- Relationship Management
- Client servicing
- Client communication
- Sales
- Revenue
- Business Acumen
- People Management
- Excel
- PowerPoint Presentations
- Windows MS Dos
- Professional Email Writing
- Excellent written and verbal communication skills
- Organized
- Versatile
- Ability to learn new skills quickly
- Excellent attendance
- Punctuality
- Microsoft Word
Accomplishments
- Qualified for Trainer's Recognition - 'KONFLUENCE' IN 2020
- Recognized as TOP 4- L&D manager pan India for national Trainer's contest in GOA
- Qualified for Best IN/Out ratio In Region
- Leading in Charts for Supervisors Certification across Region
- Certified Under - 'SAMARTHYA' Behavioral Training By KLI
- Certified under 'GAMES STORMING' & 'MINDFULLNESS' training program
- Certified as TOP L&D manager for New Business launch
- Recognised on National Platform Visiting maximum customer for New Business Launch
References
Available upon request
Languages
- Marathi
- Hindi
- Punjabi
- English
Personal Information
Date of Birth: 07/16/82
Timeline
Regional Training Manager
Bajaj Life insurance
07.2024 - Current
Branch Training Manager
Kotak Life Insurance Co. Ltd.
07.2017 - 03.2019
Learning and Development Manager
Max Life Insurance
01.2017 - 08.2017
Consultant Trainer
06.2013 - 10.2016
Sales Manager
Kotak Life Insurance
04.2010 - 11.2011
Life Advisor
Kotak Life Insurance
07.2008 - 03.2010
Associatship - Life
AMFI -
Licentiate - Life
Bachelor of Commerce -
Mumbai University
HSC. - Science
Maharashtra State Board
SSC. -
Mumbai Board