Team-oriented self-starter bringing 12.6years in training, staff development, management and Analytics. Exceptional communication, analytical and organizational skills.
Overview
13
13
years of professional experience
Work History
Training Manager
Policybazaar Insurance Broking Ltd
Gurgaon
09.2022 - Current
Conducting training and seminars pan India for employees and partners to promote productivity, accuracy, and commitment to friendly service
Conducting research for Training Need Identification and Managing development of e-learning training materials on LMS and activities to enhance learning experiences
Collaborating with other departments to align training programs with organizational goals and L&D objectives.
Trained new hires to perform cross-training exercises with experienced workers.
Alternated training methods to diversify instruction, strengthen learning opportunities, and enhance program success.
Organizing and editing training manuals, multimedia visual aids, and other educational materials
Analyzed effectiveness of training programs at all levels and recommended updates.
Tested all training software and hardware prior to commencing training programs.
Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.
Branch Training Manager
Tata AIA Life Insurance
09.2021 - 09.2022
Training employees, Leaders and advisors to increase their knowledge, skills and productivity in terms of selling life insurance products in Branch and on Digital Platform
Used critical thinking to break down problems, evaluate solutions and make decisions to enhance the productivity
Developed strong communication and organizational skills through working on group projects.
Training Manager
HDFC Life
08.2017 - 09.2021
Determines sales training needs through observation, analysis and senior management consultation to develop a comprehensive sales training Strategy that aligns with value proposition
Identifies approach and techniques designed to maximize training effectiveness and learning transfer as well as increased speed to competence
Ensure the adherence of learning road map for mapped learners and development of sales team
Communicated all learning and performance objectives, schedules, and training assessments to upper management.
Conducted orientation sessions and organized on-the-job training for new hires.
Developed and implemented comprehensive training program to increase employee productivity and morale.
Sales coordinator
Ascend Access Systems
Dubai
09.2016 - 07.2017
Handled customer inquiries by staying up-to-date on market and industry trends and finding unique solutions to issues.
Managed efficient RFP database and responses, generating timely reports to inform and adjust plans.
Prepared pricing strategies for current customers to enhance sales and increase profitability.
Kept detailed records of sales and customer information in CRM software, updating database regularly to maintain top-notch service.
Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
Relationship Manager
PNB Metlife
04.2015 - 03.2016
Developed and cultivated lucrative relationships with both bank staff and clients through effective communication and exemplary interpersonal skills
Created and maintained databases to track customer discussions and preferences for accurate, updated records.
Business and Chargeback Analyst
American Express India Pvt Limited
10.2013 - 04.2015
Investigated disputed credit or debit card transactions
Streamlined daily reporting information entry for efficient record keeping purposes.
Input financial data and produced reports using multiple softwares.
Recorded deposits, reconciled monthly bank accounts and tracked expenses
Presented audit findings to accounting manager after reviewing results and paperwork.
Resolved disputes by processing refunds and debits to cardholders or merchants.
Identified fraud and reported suspected cases to appropriate contact.
Senior Analyst
Quatrro Analytics Services
09.2011 - 10.2013
Validated results and performed quality assurance to assess accuracy of data.
Investigated system issues and implemented resolutions to reduce downtime.
Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
Assessed data modeling and statistics to integrate high-level business processes with data rules.
Identified and resolved problems through root cause analysis and research.
Developed customized reports, summarizing and presenting data in visually appealing format.
Generated ad-hoc reports to evaluate specific business requirements.
Relationship Manager
ReligareFinvest Limited
06.2010 - 08.2011
Meeting customer expectations and delight them with a better service experience and providing the right solution the customer as per their requirements for all the financial products
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Education
MBA - Insurance
Amity University
HDFC LIFE INSURANCE - undefined
B.Sc - Mathematics
C.C.S. University
undefined
Intermediate - undefined
State Board of Uttar Pradesh
Skills
Microsoft Word, Excel, PowerPointundefined
Accomplishments
Qualified National and Zonal Initiatives and received recognition from the Training Head on excellent performance on New agent productivity
Acheived excellence for quality by achieving the quslity targets
CERTIFICATIONS
NISM Mutual funds advance module
Licentiate from III
Cross trained on different insurance products like Marine, Fir, Business lines etc
Certified on fire claims
Cross trained for RiskDebit Card Fraud Prevention
Timeline
Training Manager
Policybazaar Insurance Broking Ltd
09.2022 - Current
Branch Training Manager
Tata AIA Life Insurance
09.2021 - 09.2022
Training Manager
HDFC Life
08.2017 - 09.2021
Sales coordinator
Ascend Access Systems
09.2016 - 07.2017
Relationship Manager
PNB Metlife
04.2015 - 03.2016
Business and Chargeback Analyst
American Express India Pvt Limited
10.2013 - 04.2015
Senior Analyst
Quatrro Analytics Services
09.2011 - 10.2013
Relationship Manager
ReligareFinvest Limited
06.2010 - 08.2011
MBA - Insurance
Amity University
HDFC LIFE INSURANCE - undefined
B.Sc - Mathematics
C.C.S. University
undefined
Intermediate - undefined
State Board of Uttar Pradesh
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