Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Qualifications
Software
Certification
Timeline
Generic

Sarosh Wankadia

Head - Content Development and Digital Learning
Vasai East

Summary

Ambitious and dedicated professional with extensive experience in the insurance and service industry. Highly motivated and results-driven individual with over 18 years of experience. Proven track record in training and developing salespeople and leadership. Demonstrates strong ability to lead, innovate, and implement for organizational success. Detail-oriented and innovative, with expertise in training, content development, digital learning solutions, LMS administration, voice-over, and video editing. Recognized for leadership qualities and skilled in training and level 4 content development. Passionate about continuous improvement and dedicated to achieving excellence.

Overview

21
21
years of professional experience
3
3
years of post-secondary education
2
2
Certifications

Work History

Corporate Manager - Head of Content & Digital Learning

MAHINDRA HOLIDAYS & RESORTS INDIA LTD
04.2023 - Current
  • Leading a team of content developers and an LMS administrator to deliver learning solutions
  • Designing and developing basic to Level 4 interactive content for the Sales and Marketing teams
  • Managing the end-to-end content lifecycle, from creation to hosting on the LMS, ensuring efficient content delivery
  • Overseeing LMS administration, ensuring smooth operations and content accessibility for all users
  • Spearheading the Digital Sales Enablement project, designing and building a digital sales platform for employees to enhance their sales presentations with interactive, logically flowing Level 4 content
  • Handling the creation and maintenance of sales dashboards, ensuring data is accurate for audit and compliance purposes

VP - Sales Training & Content Development

RELIANCE LIFE INSURANCE CO. LTD
09.2020 - 04.2023
  • TNA across all LOBs to design and develop content
  • Designing and Creation of Static content, Video based content and interactive content
  • Content scripting, Voice over, Anchor based videos
  • Video editing to create a digital module
  • Certified in 'Articulate' - for designing user interactive content
  • Leading strategic projects for the organization

Regional Training Manager

RELIANCE LIFE INSURANCE CO. LTD
06.2014 - 08.2020
  • Responsible for fulfilling learning and development requirements across West and Central regions of India
  • Through a strong team of 8 trainers, reaching to each FLS across the Direct Marketing channel to ensure development in terms of Knowledge or skills
  • Team responsible for New FLS induction, 2nd and 3rd stage trainings for vintage FLS along with knowledge or skill based refreshers
  • Directly responsible for post training productivity per FLS
  • Each member of the training batch has to be active with business and NOPs
  • Also responsible for call centre productivity that generates online business or appointments for the field sales force
  • Conducting induction batches for Branch managers, Area Managers and Regional Managers
  • Conducting Leadership workshops for Branch Managers and Area Managers including recruitment, team management, managing team performance, coaching and leadership types
  • Engaging team into classroom and outdoor activities along with sales team for learning and development
  • Seeking feedback from stakeholders and continuously supporting team for their self development
  • Conducting monthly PRP with the team in accordance to their KPI and feedback shared by stakeholders
  • Creating training content for various LOBs including field sales force, operations and leadership team

State Head - Mumbai

FUTURE GENERALI LIC LTD
04.2013 - 06.2014
  • Handling Mumbai region for Mall assurance / Direct sales
  • Responsible for 4 branches with a force of 5 BMs and 35 Front line sales people reporting to me
  • To achieve set business targets for the region
  • Responsible for acquisition, retention and timely service to customers
  • Reporting to Channel Head
  • Responsible for a cost effective branch/team through higher productivity levels of each front liner
  • Coaching and mentoring team for business, outdoor activities, and team building
  • Timely MPR actionables
  • Responsible to maintaining persistency levels

Learning & Development Manager - Mumbai & Gujarat

FUTURE GENERALI LIC LTD
03.2011 - 03.2013
  • Core job involves training and development of front liners, business managers and regional managers
  • Conducting induction program for new front liners and need based trainings post induction
  • Working closely with the Cluster Manager and channel head to enhance and maintain the front liner productivity and productivity from malls
  • Being associated with Mall assurance, looking at productivity of front liner in the mall (CSOs) is also a part of it
  • Conducting specialized trainings for top financial planners on a monthly or weekly basis
  • Handholding new candidates in the classroom as well as on field
  • Conducting joint field calls with front liners for either observation or demonstration followed by a feedback session and a development plan

Training Manager

MAX NEW YORK LIC LTD
07.2008 - 02.2011
  • Train and develop financial advisors who join Max New York Life on commission basis
  • Train them on Life insurance plans and processes until they appear for the IRDA exam
  • Played a major role in helping agents achieve their Fast Start incentive (9 in 90 days)
  • Activation of agents (at least 1 policy per month) is an important area of focus as these are the agents who bring in more no
  • Of applications towards the end of the month
  • Ensuring the NAP (New Agent Productivity) to be a minimum 5 applications with 50,000 MFYP
  • Ensuring at least 90% pass percentage
  • Being a trainer major focus is on training and retraining of existing agents and also ensuring that I maintain at least 70% attendance in trainings meant for existing agents
  • Assisting the candidates and training them in classroom and on field
  • Conducting refresher training for them on regular basis month on month
  • Conducting specialized training for Established Class Financial Advisors
  • Assisting Branch Manager in achieving targets by driving agent productivity

Process & Soft skills trainer

INTELENET GLOBAL SERVICES PVT LTD
03.2007 - 06.2008
  • Train and facilitate agents on the process and soft skills before they go onto the floor
  • Track their performance for 30 days post training; drive them towards achieving their targets
  • Conduct refresher trainings for the floor agents on the changes and updates

Customer Service Associate

3 GLOBAL SERVICES PVT LTD
06.2004 - 02.2007
  • To manage the team with the team leader and to meet the expected level as set by our peers
  • The OJT batches are freshly introduced on the floor and need proper guidance and timely assistance
  • Provide support to the team by guiding them and providing accurate process and product knowledge as and when needed
  • Regular feedback sessions for agents based on reports as well as internal call monitoring
  • Monitoring calls and coaching them on voice and accent and customer management is the key requirement of the job
  • Preparing efficiency report, monitoring reports, weekly reports and tabulated performance graph for the team agents, which are submitted to the Team leader
  • Updating team with regular up training and refresher courses
  • Motivate the team
  • Taking incoming calls and up selling product and services

Customer Service Associate

ICICI ONE SOURCE
06.2003 - 04.2004
  • Taking incoming calls for a U.K based client
  • Maintaining the expected level of Quality
  • Up selling of products and services

Education

B.SC. - BOTANY

Mumbai University - Wilson College
01.2002 - 01.2003

HSC - SCIENCE

Mumbai University - BJPC Institution
01.1999 - 01.2000

SSC - undefined

Mumbai University - BJPC Institution
01.1997 - 01.1998

Skills

Detail-oriented

Innovative

Training & Content development

Digital learning solutions

LMS administration

Leadership qualities

Level 4 content development

Continuous improvement

Excellence

Accomplishments

  • Bombay Badshah Award, 2008, Q4
  • Bombay Badshah Award, 2009, Q1
  • Dronacharya Award, 2009, Qualified for this award for achieving more than 90% pass percentage for the last quarter in 2009 and all the quarters in 2010.
  • Six Sigma, 2010, Yellow belt project
  • MPOWER conference, 2010, Qualified for
  • PRODUCT ACCEPTANCE TEST, 2010, Achieved the 2nd slot on a national level for cross selling campaign
  • Best contribution, 2011, Q3
  • Idea Express Innovation Award, 2018, For generating and implementing innovative business idea
  • Outstanding contribution, 2019, To Direct Marketing channel

Additional Qualifications

  • Licentiate, 2010, IC - 1, IC - 2, IC - 11 and IC - 12
  • IRDA, 2010, Cleared IC - 33
  • SIX SIGMA (YELLOW BELT), 2011, Cleared in January 2011
  • ARTICULATE, Certified for creating interactive content

Software

Microsoft Office

Articulate 360

Video editing

Powtoon

Adobe

Certification

Six Sigma - Yellow belt

Timeline

Corporate Manager - Head of Content & Digital Learning

MAHINDRA HOLIDAYS & RESORTS INDIA LTD
04.2023 - Current

VP - Sales Training & Content Development

RELIANCE LIFE INSURANCE CO. LTD
09.2020 - 04.2023

Regional Training Manager

RELIANCE LIFE INSURANCE CO. LTD
06.2014 - 08.2020

State Head - Mumbai

FUTURE GENERALI LIC LTD
04.2013 - 06.2014

Learning & Development Manager - Mumbai & Gujarat

FUTURE GENERALI LIC LTD
03.2011 - 03.2013

Training Manager

MAX NEW YORK LIC LTD
07.2008 - 02.2011

Process & Soft skills trainer

INTELENET GLOBAL SERVICES PVT LTD
03.2007 - 06.2008

Customer Service Associate

3 GLOBAL SERVICES PVT LTD
06.2004 - 02.2007

Customer Service Associate

ICICI ONE SOURCE
06.2003 - 04.2004

B.SC. - BOTANY

Mumbai University - Wilson College
01.2002 - 01.2003

HSC - SCIENCE

Mumbai University - BJPC Institution
01.1999 - 01.2000

SSC - undefined

Mumbai University - BJPC Institution
01.1997 - 01.1998

Six Sigma - Yellow belt

Interactive learning by Stratbeans

Sarosh WankadiaHead - Content Development and Digital Learning