Summary
Overview
Work History
Education
Skills
Timeline
Generic
Soma Kar

Soma Kar

Sr. Training Manager
Noida

Summary

Experienced in creating and delivering impactful training programs aligned with organizational goals. Utilizes advanced instructional techniques and effective team management strategies to cultivate a productive learning atmosphere. Demonstrated success in enhancing employee skills and promoting continuous improvement initiatives.

Overview

19
19
years of professional experience
6
6
years of post-secondary education

Work History

Sr. Training Manager

TATA AIA LIFE Insurance Company
06.2021 - Current
  • Driving Training for Agency Channel & Part of STF ( Driving Training for Multi Channel Employee Induction )
  • Responsible for Agent Productivity.
  • Driving Sales through Various Training Module.

Sr. Business Associate Manager

TATA AIA Life Insurance Company
10.2019 - 05.2021
  • Driving sales and business target achievement through leader (Business Associate) model.
  • Creating LP (Life Planner) by helping the leaders in recruitment and sourcing the business through them.
  • Creating Agents as well and helping them in promotion path by helping leaders in recruitment and development activities.
  • Handling team of 42 leaders, LPs, advisors and made them successful by promoting few of them.
  • Achieved YTD target by 140%.
  • Qualified for Regional Contest for Moscow team outbound with MTD business achievement of 240%.
  • Promoted to Sr. BAM 2021.
  • Member of Excellence Club.

Deputy Branch Manager

Future Generali Life Insurance Co. Ltd.
05.2018 - 12.2019
  • Recruitment of HNI's as Insurance Managers (IMs) off-role part time employees.
  • Driving sales and business target achievement through IMs.
  • Target allocation through Goal sheet for IMs.
  • Training and mentorship of IMs and agents on regular basis. (Product training, sales pitch etc). Special grooming for HUF, MWPA and employer employee insurance.
  • Organizing sales activities through IMs and agents.
  • Institutional and SME tie-ups for business insurance.
  • Performance review of IMs on quarterly basis.

Chief Consultant

Primelife consultants Pvt Ltd.
01.2019 - 10.2019
  • Driving sales and business target achievement through group of consultants.
  • Target allocation and give them support to close the sales.
  • Basic focus to growth of business insurance.
  • Tie-ups with partners for business insurance.
  • 10 key tie-ups with big partners.

Deputy Branch Manager

Aviva Life Insurance Comp. Ltd.
10.2016 - 05.2018
  • Recruitment of HNI's as PAM (Platinum Agent Mentors), off-role managers.
  • Driving sales and business target achievement through PAM.
  • Target allocation through Goal sheet for PAMs.
  • Training and mentorship of PAM and agents on regular basis. (Product training, sales pitch etc). Special grooming for HUF, MWPA and employer employee insurance.
  • Organizing sales activities through PAMs and agents.
  • Institutional and SME tie-ups for business insurance.
  • Joining PAM's for sales calls.
  • Performance review of PAM's on quarterly basis.
  • Taken Early confirmation after 3 months of joining & got rewarded for being top business performer.
  • Enabled team members (PAM) to qualify for 2 international convention & 2 national convention for top business performance.

Sr. Business Manager

Bharti Axa Life Insurance Co. Ltd.
06.2015 - 10.2016
  • Addition of distributors as advisors in branch level.
  • Target allocation through goal sheet.
  • Training and mentorship of advisors.
  • Business target achievement through advisors.
  • Qualified Dubai in December 2015 -by doing 40 Lakhs.
  • Career Launcher Award - for launching agents by 1 lakh - 7 agents.
  • Premium Champ Award.

Agency Development Manager

Max Life Insurance Co. Ltd.
08.2013 - 06.2015
  • Recruitment of advisors.
  • Driving sales and business target achievement through advisors.
  • Target allocation through goal sheet.
  • Training and mentorship of advisors and agents on regular basis.
  • Performance review of advisors on quarterly basis.
  • Awarded as Rising Star of the year.
  • Nine quality recruitments in a year.
  • Out of which two persons had qualified for 9 in 90 Ms. Neelam Sharma & Ms. Rita Singh who was promoted as Agency Associate.
  • Started PO as regular activity.

Floor Manager

Gitanjali Lifestyle Ltd.
02.2010 - 11.2011
  • Company Overview: an exclusive Diamond and Jewelers, Corporate office at Mumbai
  • Customer Relationship
  • Inventory Management
  • Administration of sales staff
  • Marketing activity for promotion of GAP JAP scheme
  • An exclusive Diamond and Jewelers, Corporate office at Mumbai

Advisor

Bajaj Allianz Life Insurance Co. Ltd.
05.2006 - 08.2010
  • Started financial career as an advisor.

Education

M.Sc. - Chemistry

Allahabad University
01.1993 - 01.1995

B.Sc. - Botany + Chemistry

Allahabad University
01.1986 - 01.1989

XII - Science

Crosthwait Inter-College
01.1985 - 01.1986

Skills

  • MS Office

  • Training delivery

  • Learning management systems

  • Classroom instruction

Timeline

Sr. Training Manager

TATA AIA LIFE Insurance Company
06.2021 - Current

Sr. Business Associate Manager

TATA AIA Life Insurance Company
10.2019 - 05.2021

Chief Consultant

Primelife consultants Pvt Ltd.
01.2019 - 10.2019

Deputy Branch Manager

Future Generali Life Insurance Co. Ltd.
05.2018 - 12.2019

Deputy Branch Manager

Aviva Life Insurance Comp. Ltd.
10.2016 - 05.2018

Sr. Business Manager

Bharti Axa Life Insurance Co. Ltd.
06.2015 - 10.2016

Agency Development Manager

Max Life Insurance Co. Ltd.
08.2013 - 06.2015

Floor Manager

Gitanjali Lifestyle Ltd.
02.2010 - 11.2011

Advisor

Bajaj Allianz Life Insurance Co. Ltd.
05.2006 - 08.2010

M.Sc. - Chemistry

Allahabad University
01.1993 - 01.1995

B.Sc. - Botany + Chemistry

Allahabad University
01.1986 - 01.1989

XII - Science

Crosthwait Inter-College
01.1985 - 01.1986

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Soma KarSr. Training Manager