JIMIT M MEHTA
Senior Training Manager - General Insurance (Bancassurance)
Surat
Summary
Client – focused insurance professional successful at leveraging both my technical knowledge and skills to assist insurance companies and bancassurance in the design and delivery of product and sales training. Adept at delivering corporate training programs and adult training concepts with attention to the individual needs of each participants.
Overview
12
12
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
1
1
Language
Work History
Senior Training Manager
TATA AIG General Insurance Co. Ltd
Surat
10.2017 - Current
- Taking care of bancassurance channel partner's for Gujarat Circle (AXIS Bank, Bank of Baroda, Dena Bank, Vijaya Bank, Canara Bank, Syndicate Bank, IDBI Bank, Indus Ind Bank Etc…also some key NBFC's & OEM partners
- Impart training – induction and follow-up training to Sales Managers of COMPANY managing Partner relationship as per Training Road Map
- Analyzing competition products and provide compelling reasons basis this analysis on advantages & strengths of COMPANY products vis-à-vis market
- Train internal Training Team/Conduct Certification Process/Sit through of actual Training Programs for validation/ Self-development/ Relationship management with Stake holders/Driving Sales Productivity/Conducting High End Training programs/Content Development/Liaison with external Vendors/Class room training programs on people/skill development of Direct & Tele Sales Force
- Design and circulate training related MIS/ Training Calendar/ Training Coverage etc
- To various stakeholder as required
- Analyze data cuts on Performance of RM's pre & post training & take corrective action, plan training and coaching basis the same
- Using technology base training for emergency update or new product launch for ( Internal or External Partners) Via (Digital platform Webinar and Go to meeting )
Process Leader
AXA BUSINESS SERVICES PVT LTD
Bangalore
10.2016 - 04.2017
- Guidance and supervision of 18-20 call center employees in a blended environment
- Coached, motivated, trained, developed and guided employee performance through a variety of mechanisms such as observations, metrics analysis and feedback devices
- Utilized strong knowledge of customer systems, and leadership skills to oversee and guide employees to meet performance and customer service objectives
- Determined the duties and responsibilities of individuals in a team
- Analyzed the individual performance of each team member and motivated them to perform even better
- Organized training workshops to improve the performance of the members who were lagging behind in terms of performance
- Analyzed the assigned projects and distributed tasks to the team members as per their area of expertise
- Monitored calls to observe employee's demeanor, technical accuracy and conformity to company policies
- Identified development opportunities using quality assurance (call monitoring) and provided ongoing training, coaching, and mentoring on an as needed basis
- Conducted team meetings on policy and procedure and training staff on legacy applications
- Ensure that client and provider issues are dealt with in a timely manner
- Inspired each and every team member to perform and produce their best
- Ensuring SLA and MTD targets are met for the given month.
Subject Matter Expert – Process Trainer
AXA Business Services Ltd
Bangalore
11.2014 - 10.2016
- 16
- Designed, developed and delivered training to an average of 20 trainees per batch on process knowledge, conducted tests & assessments, mock calls, quality and certification audits, refresher trainings based on analysis
- Prepared and maintained daily, weekly and final Trainee Performance report
- Maintained advisors performance related data, analyzed and created action plans to enhance performance
- Identifying the training needs based on projected processes, changes, and other factors, designing the right learning intervention, presenting the training program and evaluating the effectiveness of the intervention
- Ensuring consistency for bottom performers by proactively coaching, communicating with managers and supervisors, conducting surveys, talking to the employees and observing on the job performance
- Analyzing performance management feedback and organizational, departmental and operational needs
- Creating and amending knowledge documentation based on the timely updates received.
Specialist – Floor Escalation Supervisor
04.2012 - 10.2013
- Responsible for improving the team and facilitating the communication among the members of team
- Perform the tasks of monitoring, organizing, and coaching team on a daily basis
- Handle responsibilities of communicating the company's purpose, core values, vision to the front employees
- Identify new ways to increase the opportunities of sales and service
- Handle escalated calls, complaints, questions, and queries, as required
- Facilitate cross-functional communication within employees to improve working environment
- Draft general reports on performance and targets of team members as well as ensure that they exceed the targets.
Customer Care Executive – Associate
Integration Project - HSBC to AXA Singapore
10.2012 - 12.2012
- Perform the tasks of handling customer calls regarding the request of services and products
- Handle responsibilities of troubleshooting issues on the products and services to meet customer satisfaction
- Coordinate with customers to advertise about the services and products offered by the organization
- Responsible for preparing customer list and feedback and update the same to the team leader
- Perform the tasks of conducting training sessions of new joiners
- Handle other essential tasks under the instructions of the team leader
- Integration Project by AXA to (Singapore) (2 months)
- Has been part of (IVT team) for HSBC Insurance integration to AXA Insurance
- Core to check HSBC policy getting integrated to AXA policy with all specified fields getting transferred properly
- QC of all products in (Policy SEA) application and tallying it with (HSBC P38) application and data capturing in the printed Docs
- Mapping type of error, Ensuring endorsement is passed, checking renewal notice amount and details are mapped, financial endorsement, Patching Policy
- Also helped in processing Endorsement, Renewal Endorsement and Financial Endorsement
- Have Knowledge in (AS400) application as it is replicate of (Policy SEA).
Education
D.T - undefined
I.T.I
Diploma - Hotel Management
A.I.I.A, GUJ
03.2005 - 03.2008
B.Com -
NIILM University
Haryana 06.2011 - 08.2014
Skills
Staff development plans
Training solutions development
New hire on-boarding
Written and oral communication
Certification
Dale Carnegie
Timeline
III Licenciate
12-2021
Senior Training Manager
TATA AIG General Insurance Co. Ltd
10.2017 - Current
Process Leader
AXA BUSINESS SERVICES PVT LTD
10.2016 - 04.2017
Subject Matter Expert – Process Trainer
AXA Business Services Ltd
11.2014 - 10.2016
Customer Care Executive – Associate
Integration Project - HSBC to AXA Singapore
10.2012 - 12.2012
Specialist – Floor Escalation Supervisor
04.2012 - 10.2013
B.Com -
NIILM University
06.2011 - 08.2014
Diploma - Hotel Management
A.I.I.A, GUJ
03.2005 - 03.2008
D.T - undefined
I.T.I