Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
References
Timeline
Generic
Anjanna S Saini

Anjanna S Saini

Sr.Sales Training manager
Mira Road East

Summary

SALES TRAINING & COACHING PROFESSIONAL Seeking a Relationship manager Assignment in Insurance and Banking Industry Profile: Competent, diligent & result-oriented professional with an excellent and rewarding career of over 15 years in Insurance & Finance Industry. 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

16
16
years of professional experience
1
1
Language

Work History

Sr.Branch Training Manager

Kotak Life Insurance Co. Ltd.
08.2019 - 06.2023

-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
08.2017 - 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
12.2016 - 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 (Free Lance)

01.2013 - 12.2016
  • 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

Remisier

Motilal Oswal Securities Ltd.
12.2007 - 01.2009
  • Handling HNI portfolios and managing Funds Providing Customized solutions on market investments as per client’s portfolio

Dealer / Back office Executive

Motilal Oswal Securities Lld
- 11.2006
  • Trading in Capital Market on behalf of Client Maintaining Demat Accounts of more than 3000 clients

Education

Skills

Relationship Management

undefined

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
  • 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



Personal Information

Date of Birth: 07/16/82

References

Available upon request

Timeline

Sr.Branch Training Manager

Kotak Life Insurance Co. Ltd.
08.2019 - 06.2023

Branch Training Manager

Kotak Life Insurance Co. Ltd.
08.2017 - 03.2019

Learning and Development Manager

Max Life Insurance
12.2016 - 08.2017

Consultant Trainer (Free Lance)

01.2013 - 12.2016

Sales Manager

Kotak Life Insurance
04.2010 - 11.2011

Life Advisor

Kotak Life Insurance
07.2008 - 03.2010

Remisier

Motilal Oswal Securities Ltd.
12.2007 - 01.2009

Dealer / Back office Executive

Motilal Oswal Securities Lld
- 11.2006

Anjanna S SainiSr.Sales Training manager