Sumandeep Kaur
Assistant Manager - Trainer (BFSI)
Raipur
Summary
Dynamic and results-oriented Assistant Manager with a strong background in Banking, Financial Services, and Insurance (BFSI). Proven expertise in training design and development, customer relationship management, financial planning, and claims processing. Adept at delivering engaging presentations, Conducting workshops, seminars, and training sessions to enhance the skills and knowledge of MSME for banking and financial institutions employees. Facilitating interactive training sessions, and fostering collaborative relationships with clients and stakeholders.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Assistant Manager - Trainer (BFSI)
ITM Skills Academy
08.2022 - Current
- Developed and implemented training programs for new employees, enhancing onboarding efficiency
- Managed a team of customer service representatives, ensuring high levels of customer satisfaction
- Conducted performance evaluations and provided feedback, leading to improved productivity
- Designing, developing, and implementing training programs tailored to the needs of MSMEs
- These programs may cover various areas such as business management, financial planning, marketing strategies and product development
- Expertise in facilitating interactive and participatory training sessions, encouraging collaboration, critical thinking, and active learning among participants.
Assistant Manager
India First Life Insurance
03.2022 - 08.2022
- Managed the end-to-end process of individual insurance claims, ensuring compliance with policy terms and conditions
- Conducted thorough documentation review and claim investigations to assess claim validity
- Communicated with policyholders and stakeholders to provide updates and address inquiries
- Made informed decisions regarding claim settlements and denials based on claim reviews and investigations.
Management Trainee
PNB MetLife
10.2020 - 02.2022
- Processed MFI, SSG, and PMJJBY claims, ensuring timely and accurate settlements
- Provided customer service and support throughout the claims process, resolving inquiries and concerns
- Ensured compliance with regulatory requirements and maintained accurate records of claim activities.
Relationship Officer
ICICI Bank
05.2018 - 04.2019
- Developed and nurtured long-term relationships with clients, providing personalized financial advisory services
- Actively promoted banking products and services to meet sales targets and enhance customer satisfaction
- Identified opportunities for cross-selling and upselling additional banking products to existing customers.
Accountant
CA Nitesh Bharadwaj & Co
04.2016 - 05.2018
- Prepared various reports and documents to ensure smooth operations
- Maintained compliance with applicable standards, policies, and regulatory guidelines.
Education
Master of Commerce -
Shri Shankaracharya Mahavidyalaya
06.2014 - 05.2016
Post Graduate Diploma in Computer Application (PGDCA) - undefined
Dr. CV Raman University
05.2018 - 05.2019
Post Graduate Program in Financial Services (PGPFS) - undefined
ITM
02.2020 - 05.2021
Skills
Presentation Skills
Certification
NISM VA certified
Timeline
Assistant Manager - Trainer (BFSI)
ITM Skills Academy
08.2022 - Current
Assistant Manager
India First Life Insurance
03.2022 - 08.2022
Management Trainee
PNB MetLife
10.2020 - 02.2022
Post Graduate Program in Financial Services (PGPFS) - undefined
ITM
02.2020 - 05.2021
Relationship Officer
ICICI Bank
05.2018 - 04.2019
Post Graduate Diploma in Computer Application (PGDCA) - undefined
Dr. CV Raman University
05.2018 - 05.2019
Accountant
CA Nitesh Bharadwaj & Co
04.2016 - 05.2018
Master of Commerce -
Shri Shankaracharya Mahavidyalaya
06.2014 - 05.2016
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