Download PDF

Summary

I am a graduate of Jodhpur University and have done my Articleship from Institute of Chartered Accountants of India (1988-1991). I have been associated with the Insurance Industry since 2003 and have been in the top MDRT position three times in a row, securing TOT position internationally in 2005. Being a TOT and an outstanding performer in the sales field, my training sessions are a big hit with the trainees as I can relate to the actual field experiences. In HDFC LIFE, I have been one of the most popular trainers due to my creative and sincere efforts in making my training sessions interactive and informative. I have a variety of experience when it comes to training which includes the online channel, direct channel and agency channel and Bancassurance as well.

Work experience

20122017

Deputy Manager Learning and Development

HDFC LIFE INSURANCE CO

Responsible for managing complete training life cycle at HDFC Life involving Bancasuurance sales team.Also managed trainings with Direct sales team ,Agency sales team , Operations team etc, involving multiple branches. Exceeding the parameters set for result oriented approach, well appreciated at all levels. Diverse training modules and topics are covered including product, process and specific training needs identified with the frontline departments.

Additional responsibilities include training the channel partner organizations and their call center staff for their online sales requirements leading to quantified improvement in performance and appreciation. Assisting the sales and operations team in ‘difficult customer handling’ and demonstrating the ‘practical aspects’ though sample field visits and call handling. This has been well recognized by the Key stakeholders.

20112012

 Manager, Self Learning Program

KUMON, India

Managed the complete activity of the center ranging from Module management, Trainer coordination, Training the trainers, Counseling, Advising the promoter franchisee on running the center.

20102011

Customer Service Manager

ICICI BANK

Transferred from ICICI Prudential Life Insurance Company to ICICI Bank Limited; Oct 2010. Served various Branches in Gurgaon Cluster and established Sector 57 Branch from the scratch. Mastered all banking operations processes with self learning and actively got involved in promotion and cross selling of value added products

20062010

Associate Training Manager / Branch Trainer / Consultant Trainer

ICICI PRUDENTIAL LIFE INSURANCE CO.

Joined ICICI Prudential Life Insurance Co as consultant trainer and worked the way up to Associate Training Manager in Gurgaon, handling 3 branches. Engaged in various products and induction training modules, coordinating QSSR (performance-linked) implementation on regular basis.

Being a TOT & outstanding performer in the sales field on National basis, my training sessions were a big hit with the trainees as I related to the actual field experiences. I have turned around branches in terms of QSSR performance with indepth knowledge, proper planning and persistence

20032008

Financial Advisor

ICICI PRUDENTIAL LIFE INSURANCE CO.

Worked as Advisor for ICICI Prudential Life Insurance Co. Ltd, from Jul 2003 to Apr 2008.

Achievements:

Top-of-the-table (TOT) :2005 : Total Business - 2,20,00,000/- approx.

MDRT : 2006: Total Business – 37,00,000/- approx.

MDRT : 2007: Total Business – 31,00,000/- approx

Based on above I had been rated as an extraordinary performer and received several awards, Incentives and Recognitions.

19922002

Coaching

Taught Commerce students in various private institutions between 1992-2004 at the level of Intermediate and Graduation. Area of Specialization: Accountancy and Statistics. Taught Mathematics to high school level students. I have a flair for coaching and Training for more than 25 years now.

19881991

Articleship

Institute of Chartered Accountants
  •  Handled Income Tax cases for Individuals, Partnership firms etc. �
  • Accounting of Companies and Schools.
  • Internal Auditing Company Formation.

I have a strong foundation & background to comprehend BFSI Industry product, services and processes and consequently I can lead training programs independently at various levels and scales.

Education

19881991

Articleship

Institute of Chartered accountants

ICAI, 1988-1991, cleared first group CA (Inter).

19861988

Graduation

JODHPUR UNIVERSITY

B Com (Hons)

1986

Intermediate

VINAYNAGAR BENGALI SENIOR SECONDARY SCHOOL

Graduated in Commerce stream as a CBSE Topper

1984

High School

VINAYNAGAR BENGALI SENIOR SECONDARY SCHOOL

CBSE 

Certifications

2009

Licentitae

INSURANCE INSTITUTE OF INDIA
2008

AMFI

NSE CERTIFICATION in FINANCIAL MARKETS
20052016

Various Training Modules

ICICI PRUDENTIAL LIFE INSURANCE CO.

Interests

An avid singer, I have performed in a variety of stages across the country. Other interests include reading and gardening. Conversant in Hindi, English and Bengali. 

Other Details

MARITAL STATUS : MARRIED

DATE OF BIRTH: 05-04-1968

IN POSSESSION OF A PASSPORT : YES

REFERENCES : To be provided on request.