Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Languages
Hobbies and Interests
Projects Certifications
Personal Information
Timeline
Generic

Javeed Basha

Bengaluru

Summary

Dynamic training and development professional with a proven track record at Policybazaar.Com, adept at enhancing sales techniques and team management. Skilled in designing impactful training materials and delivering engaging sessions, resulting in improved advisor performance and knowledge retention. Strong leadership abilities drive successful outcomes in fast-paced environments.

Overview

11
11
years of professional experience

Work History

Assistant Manager - Investments South

Policybazaar.Com
04.2025 - Current
  • Managing the Training and Development of Investments department for South locations (Bengaluru, Chennai, Hyderabad & Kochi).
  • Handling team of trainers across south locations.
  • Conducting weekly and monthly reviews with Trainers to understand and find out the way forward and improvements.
  • Conduction regular TOF's for Trainers and providing feedback for their skills enhancement.
  • Conducting trainings for Financial Advisors and Supervisors of new Products and Updates.
  • Conduction regular refreshers to financial advisors to ensure their skills are enhanced.
  • Promoting Feet on Street (FOS) sales along with online sales.
  • Knowledge teach back sessions with Trainers to fill the gaps and improve the knowledge.
  • Travelling across south locations as on when required to ensure the process is been smoothly adhered across all locations in South.
  • Coordinating with Business developments and Product team to share the inputs for process development.
  • Coaching Nesting (0-3 Months) advisors in upskilling their sales skills.

Training Team Lead - Investments South

Policybazaar.Com
04.2023 - 03.2025
  • Managing the Training and Development of Investments department for South locations (Bengaluru, Chennai, Hyderabad & Kochi).
  • Handling team of trainers across south locations.
  • Conduction regular TOF's to ensure the skills and products knowledge of trainers are up to the mark.
  • Conducting trainings for Financial Advisors and Supervisors of new Products and Updates.
  • Conduction regular refreshers to financial advisors to ensure their skills are enhanced.
  • Promoting Feet on Street (FOS) sales along with online selling.
  • Auditing calls & providing feedback on call quality and pitches on monthly basis.
  • Travelling across south locations on quarterly basis to conduct refreshers in other locations of south.
  • Taking care of New Hire Trainees as and when required.
  • Conducting weekly and monthly meetings with Trainers to ensure their KRA's and KPI's are been adhered.
  • Coordinating with product team as and when required for any updates or changes in product / website or process which helps in process development.

Senior Sales Trainer - Investments

Policybazaar.Com
Bengaluru
01.2022 - 03.2023
  • Handling New Hire Trainees.
  • Managing Training and Development of investments team for Bengaluru location.
  • Conducting regular refreshers related to product and selling skills for financial advisors.
  • Conducting regular product and process knowledge assessments to understand the knowledge gap and conducting refreshers accordingly.
  • Mapping efficacy after every refresher to check and understand the improvement of associates.
  • Visiting on FOS with financial advisors to understand the customer needs and requirements create a training module and conducting training to increase the sales.
  • Call listening and feedback sessions with 0 - 6 months associates to improve on things where they are lacking.
  • Handling escalations as and when required.

Team Leader

eCentric Solution - Magicbricks
11.2021 - 01.2022
  • Team management.
  • Taking care of attrition and shrinkage.
  • Motivating team to provide service before TAT to meet customer satisfaction.
  • Handling escalation and negotiations where ever required.
  • Working on daily targets in arranging site visits of buyers.
  • Conducting session for team to achieve the regular targets.
  • Daily huddles with team and management for process development.
  • Working and following on the follow ups where ever intervention is required.
  • Regular briefing and grooming sessions with associates on increasing the productivity.
  • Focusing on deal closures before the TAT of the package.
  • Regular mapping of call backs and follow ups.
  • Publishing daily, weekly and monthly reports as per business requirement.

Insurance Sales Team Leader

Pacific Advisory Solutions - IIFL
12.2020 - 11.2021
  • Team management.
  • Taking care of attrition and shrinkage.
  • Pushing associates to generate leads on life insurance plans.
  • Co-ordinating with sales/field team in having the leads closed online/offline.
  • Working on monthly target-based sales.
  • Handling escalations and updating the new updates/objection handlings to associates.
  • Daily basis sales updates to be given to Manager.
  • Working and following on the prospects/leads generated by associates until the sale is completed.
  • Regular briefing and grooming sessions with associates on increasing the productivity.
  • Regular mapping of call backs and follow ups.
  • Having the date rechurn done in monthly basis and allocating the same to the associates for calling.
  • Helping the newly joined associates in up skilling their techniques in customer management.

Process & Soft Skills Trainer

Teleperformance India (Client: Exide Life Insurance)
01.2019 - 12.2020
  • Responsible for creating and administering ongoing training programs for new and current employees.
  • Adapt the training programs to business circumstances of the client.
  • Developing individual coaching plans; providing resources and assistance.
  • Scheduling orientation and ongoing training.
  • Improves training effectiveness by developing new approaches and techniques.
  • Performs all other duties as required such as floor support and refresher trainings.
  • Conducting assessments on monthly basis to check and keep the agents updated on the products and process.
  • Monitoring calls and side barging with the trainees during OJT phase and giving them feedback.
  • Managing the trainees and their performance during the training and OJT phase.

Subject Matters Expert - Training

Teleperformance India (Client: Exide Life Insurance)
09.2016 - 12.2018
  • Handholding OJT associates during their production phase.
  • Conducting regular training session to improve the knowledge of OJT advisors.
  • Regular call listening and feedback sessions.
  • Conducting monthly product and process knowledge assessment to find the knowledge gap.
  • Providing floor support in operations as on when required.
  • Delivering the new updates on regular basis.

Customer Support Executive

Teleperformance India (Client: Exide Life Insurance)
08.2015 - 08.2016
  • Assisting customer in renewals of existing Life Insurance Plans.
  • Regular follow ups to achieve the monthly collection targets.
  • Dealing with Life Insurance products such as Term, Investments & Retirement Plans.
  • Handling escalation as and when required.

E-Mail Escalation Executive

Aegis Global Limited (Client: Hindustan Unilever)
05.2014 - 08.2015
  • Assisting customer complaints via emails, social media and Calls.
  • Connecting with customer immediately as complaints receives via various platforms.
  • Coordinating with area managers to ensure the customer complaints gets resolved within the TAT time.
  • Providing real time updates to customers to ensure the complaints are being tracked.
  • Assisting customers in orders of the products as received.

Education

B.Com - Commerce

Himalaya Educational Institute of Management & Technology
Faridabad (Distance Education)
07-2017

Pre-University College (12th) - Commerce & Computer Science

Almighty Educational Institution
Bengaluru
03-2014

SSLC (10th) -

Iqra Public School
Bengaluru
04-2012

Skills

  • Training and development facilitation
  • Sales techniques
  • Product training
  • Team management
  • Trainee supervision
  • Batch analysis
  • Refresher training delivery
  • Project assistance
  • Training material design
  • Training material delivery
  • Gamification techniques in training
  • Time management
  • Problem solving
  • Leadership abilities
  • Effective presentation skills
  • Classroom management strategies
  • Andragogy methodology application
  • Adult education principles understanding

Websites

Accomplishments

  • Star Employee Award in Aegis Global Limited.
  • Best Performance Award in Aegis Global Limited.
  • I sparkle Best Performer of the year Award in Teleperformance DIBS INDIA.
  • I sparkle Best Trainer of the year Award in Teleperformance DIBS INDIA.
  • Awarded for Best Trainer of the Quarter twice in Policybazaar.Com.
  • Awarded for Best Team Leader Training in PAN India for the Quarter in Policybazaar.com.

Languages

  • English
  • Kannada
  • Hindi

Hobbies and Interests

  • Playing Cricket
  • Trekking
  • Travelling
  • Photography

Projects Certifications

  • Yellow Belt Six Sigma project, Successfully completed yellow belt Six Sigma project (Define, Measure, Analyze, Improve, and Control). Project was based on training duration reduction and cost cutting.
  • Green Belt Six Sigma project, Worked on data analyzing and assisted manager on Green Belt Six Sigma project.
  • People Management Assessment, Successfully completed People Management Assessment from LearnTube.ai on 07/23/25 (ID: DJA-B-11483693-0)

Personal Information

  • Father's Name: Akbar Basha
  • Mother's name: Habibunnisa
  • Date of birth: 23-Sep-1995
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Unmarried

Timeline

Assistant Manager - Investments South

Policybazaar.Com
04.2025 - Current

Training Team Lead - Investments South

Policybazaar.Com
04.2023 - 03.2025

Senior Sales Trainer - Investments

Policybazaar.Com
01.2022 - 03.2023

Team Leader

eCentric Solution - Magicbricks
11.2021 - 01.2022

Insurance Sales Team Leader

Pacific Advisory Solutions - IIFL
12.2020 - 11.2021

Process & Soft Skills Trainer

Teleperformance India (Client: Exide Life Insurance)
01.2019 - 12.2020

Subject Matters Expert - Training

Teleperformance India (Client: Exide Life Insurance)
09.2016 - 12.2018

Customer Support Executive

Teleperformance India (Client: Exide Life Insurance)
08.2015 - 08.2016

E-Mail Escalation Executive

Aegis Global Limited (Client: Hindustan Unilever)
05.2014 - 08.2015

B.Com - Commerce

Himalaya Educational Institute of Management & Technology

Pre-University College (12th) - Commerce & Computer Science

Almighty Educational Institution

SSLC (10th) -

Iqra Public School

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Javeed Basha