Vinayak Swarnkar
New Delhi,DL
Summary
Dynamic management trainee at ICICI Prudential Life Insurance, adept in team leadership and data analysis. Successfully recruited and trained high-performing sales teams, driving significant policy sales growth. Proven track record in portfolio management and problem-solving, enhancing client satisfaction and operational efficiency through strategic insights and effective training methodologies.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Management Trainee
ICICI Prudential Life Insurance
New Delhi, India
07.2025 - Current
- Recruiting, onboarding, and training (FSP) insurance advisors on products, sales strategies, compliance, and regulations to build a high-performing agency sales team.
- Generating leads, prospecting new customers, and guiding agency advisors to drive policy sales through regular follow-ups, field visits, and sales presentations.
- Monitoring team and individual sales targets, providing on-the-job training, reviewing daily sales activity, and analyzing performance data to improve results.
- Assisting advisors in customer meetings, helping identify client needs insurance and investment needs, and supporting them in closing deals.
- Handling service requests and post-sales follow-up (such as renewals and queries), ensuring documentation, compliance, and customer satisfaction are maintained.
- Preparing daily and weekly sales reports, maintaining business MIS, and updating management about team and channel performance.
- Staying updated on new product launches, (IRDAI) regulatory changes, and ongoing skill development through digital and classroom training modules.
Internship
BB Advisory
05.2024 - 07.2024
- Gained practical experience in forex trading, specializing in currency & commodity trading – Gained high returns in a month – received applause from senior leadership.
- Actively traded in the forex market with a primary focus on GOLD (XAUUSD), using both technical and fundamental analysis to identity high profitable trading opportunities.
- Utilized technical analysis tools such as trend lines, indicators, and moving averages to make trading decisions , including entry exit strategies stop loss placement. and capital allocation based on risk management principles.
- Obtained new client along with managing the client portfolio of new and existing client as a portfolio manager.
Education
PGDM - Finance & Marketing
FOSTIIMA BUSINESS SCHOOL
New Delhi, India04-2025
Bachelor of Commerce - Business
St. Thomas College
04-2022
Skills
- Team Leadership Skills
- Problem Solving
- Portfolio Management
- Data interpretation
- Flexible and Adaptable
- Data Analysis and Visualization (MS Excel/ MS PowerPoint)
Certification
- Fund Accounting
- Digital Marketing
- Cash Flow
- Financial Literacy
- Business Communication Skills
Playing Cricket
Regularly participate in local matches, forecasting leadership, teamwork and dicipline.
Languages
English
Advanced (C1)
Hindi
Bilingual or Proficient (C2)
Timeline
Management Trainee
ICICI Prudential Life Insurance
07.2025 - Current
Internship
BB Advisory
05.2024 - 07.2024
PGDM - Finance & Marketing
FOSTIIMA BUSINESS SCHOOL
Bachelor of Commerce - Business
St. Thomas College