Proactive and meticulous Learning and Development Manager with over 12 years of experience in the insurance industry. Adept at managing teams of 15 employees to accomplish challenging objectives. Specializing in Sales training and delivering training sessions using various formats, including in-person sessions, webinars, and e-learning platforms. Skilled at planning, implementing, and overseeing key improvements to drive business growth and efficiency. History of cultivating an open culture with a free exchange of information and pursuing new professional challenges with a growth-oriented company.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Manager Training
Max Life Insurance Co. Ltd
03.2023 - 07.2023
Spearheaded training and coaching for Managers in product knowledge, selling, and recruitment skills.
Enabled Advisor career progression through training, recognition programs, and peer learning initiatives.
Alternated training methods to diversify instruction, strengthen learning opportunities, and enhance program success.
Enhanced classroom management for improved learning engagement and development.
Boosted sales effectiveness via targeted coaching and feedback sessions.
Actively contributed to strategic planning in Office Leadership team meetings.
Maintained training reports and published training dashboards
Achievements:
Handled offline and virtual training for around 900 agents and 35 managers.
Successfully trained salesforce on new products, representing one of top-performing branches in sales of new product launched by company.
Consistently maintained high training attendance in more than 90% of training programs.
Championed recognition programs, celebrating individual achievements and reinforcing the value of ongoing personal development.
Manager Training
Aviva India Life Insurance Co. Ltd
07.2015 - 07.2018
Delivered product training, sales training, recruitment training, and soft skills training for Agents and Sales Managers.
Enhanced agent activisation through structured contact program and training sessions.
Directed field training to enhance participants' skills.
Analyzed training needs to develop and implement effective training calendars.
Ensured that employees receive training on regulatory requirements and compliance standards relevant to insurance industry.
Achievements:
Handled training requirements of around 400 agents and 15 managers.
Achieved Pan India’s highest passing ratios for pre-license training through customized training content, and effective practice sessions.
Recorded one of highest numbers of field observations and demonstration calls that enabled skill development.
Regional Manager
L&D | Future Generali Life Insurance Co. Ltd
08.2009 - 10.2011
Managed team of 17 branch training managers to achieve business goals.
Engaged in Train the Trainer workshops and regular coaching sessions.
Conducted comprehensive Employee Induction for Sales managers, Branch Managers, and Regional Managers.
Facilitated diverse training programs, including leadership development and team building.
Provided training on company policies, procedures, and insurance industry landscape.
Imparted technical training on insurance products, services, and underwriting processes.
Provided coaching and mentoring to support leadership development initiatives.
Evaluated training effectiveness, and created rollout plan to implement successful changes.
Traveled for Branch visits to ensure proper implementation of learning and development strategy.
Tracked business results and maintained MIS reports.
Engaged in interdepartmental communication.
Researched and obtained relevant course materials to achieve training objectives.
Prepared and distributed manuals and handouts to provide employees with training materials and resources.
Maintained adherence to cost and quality control standards in training programs.
Achievements
Handled training requirements of 2 distribution channels, 24 branches, 28 Branch Managers, around 400 Managers, and 20000 agents.
Successfully executed special project of 21 days induction and sales training program.
Streamlined 6 days of Induction training and maintained more than 95% coverage thus reducing cost and attrition.
Maintained more than 90% pre-licence exam passing leading to reduced recruitment costs.
Regional Training Manager
Bajaj Allianz Life Insurance Co. Ltd
08.2004 - 08.2009
Conducted induction programs for new hires to facilitate smooth integration.
Delivered leadership and team development programs for Sales and Branch Managers.
Provided specialized training in need-based selling and soft skills to all employees.
Recruited and led team of 15 Training Managers, focusing on regional training needs.
Conducted Train the Trainer workshops, training audits, feedback sessions, and branch-level Training Needs Analysis.
Involved in monthly performance reviews of Trainers and their performance appraisals.
Conducted process training related to underwriting and operations,
Collaborated with department heads to identify performance gaps and implemented training interventions to address them.
Measured and analyzed training outcomes to assess impact on employee performance.
Designed training, developed content, and conducted customized training for regional-specific requirements.
Utilized data-driven insights to make informed decisions at regional level.
Interacted with external training vendors for pre-license training and regulatory compliance.
Studied and assessed competitive products, sales trends, industrial regulations, and updates.
Achievements:
Handled training requirements of 17 branches, around 300 Managers, and around 14000 agents
Successfully trained future leaders by conducting outbound Leadership and Team development programs.
Achieved more than 95% training coverage in Induction programs that led that reduced attrition.
Spearheaded inactive agent training and revival project and revived 30% of inactive agents leading to increased productivity.
Recorded highest business performance pan India on execution of special projects to push traditional product training and sales.
Branch Training Manager
Bajaj Allianz Life Insurance Co. Ltd.
08.2004 - 03.2006
Trained sales managers and agents on selling skills, soft skills, and insurance products.
Engaged in joint field observation calls and performance coaching.
Conducted induction and certification programs for agents.
Conducted Career opportunity seminars for prospective agents.
Monitored 100 hrs Pre-license Training and Examination.
Prepared and distributed manuals and handouts to provide employees with training materials and resources.
Increased overall productivity by conducting regular skills gap analyses and addressing identified needs with targeted training interventions.
Implemented new learning strategies depending on employees' skill levels.
Achievements:
Achieved highest New agent training coverage and activation.
Consultant Faculty
RNIS College of Insurance
08.2003 - 07.2004
Delivered Pre-license training to potential insurance agents.
Managed training infrastructure, cost, faculty enrolment, and published training calendars.
Sales Manager
Kotak Mahindra Life Insurance
02.2002 - 04.2003
Led business generation efforts by mobilising and guiding Advisors.
Sr. Sales Officer
Deccan Chronicle Pvt. Ltd
01.2001 - 09.2001
Drove advertisement space selling through engagement with Advertisement agencies.
Education
Masters of Business Administration - Executive
Symbiosis Institute Business Management
Bachelor of Commerce -
ST. Francis College
Skills
Training Facilitation, Soft skills Training, Sales Training & Coaching, Leadership Training, New Employee Training, Virtual Training
Training Needs Analysis, Learning Strategies, Adult Learning Theories, Learning Outcomes Tracking, Documenting and Reporting
Communication, People Management, Sales Leadership, Project Management, Team Collaboration, Adaptability, Time Management, Creativity
Team Leadership, Team Development, Performance Review, Performance Evaluations
Data Analysis and Storytelling, Problem-Solving, Analytical Thinking
PowerPoint, Tableau, Python and SQL, Data Science and Machine Learning
Accomplishments
Dec 2023: Microsoft Certified: Azure Data Scientist
Jul 2022: DeepLearning.AI TensorFlow Developer
Dec 2021: Deep Learning Specialization by Deep Learning AI
Mar 2019: PCAP (Certified Associate in Python Programming) by Python Institute
June 2004: Fellow of Insurance Institute of India.
Certification
July 1979
Languages Known: Hindi, English
Passport No.: R2768787
Timeline
Senior Manager Training
Max Life Insurance Co. Ltd
03.2023 - 07.2023
Manager Training
Aviva India Life Insurance Co. Ltd
07.2015 - 07.2018
Regional Manager
L&D | Future Generali Life Insurance Co. Ltd
08.2009 - 10.2011
Regional Training Manager
Bajaj Allianz Life Insurance Co. Ltd
08.2004 - 08.2009
Branch Training Manager
Bajaj Allianz Life Insurance Co. Ltd.
08.2004 - 03.2006
Consultant Faculty
RNIS College of Insurance
08.2003 - 07.2004
Sales Manager
Kotak Mahindra Life Insurance
02.2002 - 04.2003
Sr. Sales Officer
Deccan Chronicle Pvt. Ltd
01.2001 - 09.2001
Masters of Business Administration - Executive
Symbiosis Institute Business Management
Bachelor of Commerce -
ST. Francis College
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