Training, Competency Assessments and Consulting

L&D, Content Development & Employee training in Mumbai since February'10 Responsibilities: - Content Development:Training need analysis with distribution training & business headsCreation of new / revised content - presentation, faculty guideContent creation for - products, process, operations, selling skillsRoll-out of content - conducting Train the Trainer through VC, tele-con or classroom trainingAssessment & feedback of existing content - to re-design as per business priorities- Employee Training:Responsible for setting up entire employee training initiativesLiaisoning with department heads - understanding the need, identifying relevant programmes for all employees Designing contentIdentifying external trainers / vendors Train the Trainer for in-house programmesScheduling of training calendarTraining feedback analysis MIS and budgeting

Induction Training for the Financial planning managersProduct TrainingNew Product Launch TrainingProduct Business AnalysisPost Training AnalysisDelivering Insurance Selling Skills programs for the Financial Planning Managers and Premier Relationship ManagersField Observation and Support: Accompanying the planners on some key Insurance calls to support them on products, taxation & insurance needs Training Need Analysis: Coordinate with Central Wealth Management Team for focused Insurance Training in the regions and accordingly design & deliver the trainingContent Development on Life, Accident & Health Insurance selling skillsCompetition Mapping

Products & Business Insurance (West), based at the Zone Office in Mumbai; Content Development on Business Insurance (Keyman, Partnership, Employer/Employee, Worksite, HUF, MWPA, HNI Insurance) Knowledge as well as selling skillsTraining Agent Advisors & Sales Managers on:Objection HandlingApproaching High Net Worth IndividualsCase PresentationTax Implications Financial Requirements in High Value Cases Product Mix & Match Underwriting Principles Product ComparisonDriving Business through a select group of AgentsNew Product Launch: Responsible for the Launch and Training for the samePartnering Agents for high value calls ranging from Rs. 5 lacs to Rs. 5 crores of premiumSpecial HUF (hindu un-divided family) drive in the western region - collected premium of Rs. 80 lacs in 6 months periodProduct Comparison / Competition AnalysisProduct Specific drive to achieve business target Scheduling & execution of Business Insurance sessions

Training Agent Advisors on the following: Selling SkillsSoft SkillsPresentation Skills Probing Closing Skills Product and Process TrainingTraining Sales Managers on the following: ProductsSelling SkillsKey Achievements at Max NewYorkLife: Certified Trainer to conduct Generative Team Building Workshop (only 8 Trainers certified across the country), certified by EREHWON ConsultantsAwarded the Whole Life Champion Award for the Year 2004 in the country - with a achievement of 66% sale of Whole Life Par policies in the Pune officeInducted 8 training managers (Mumbai & Pune) Achieved a Case Rate of 7 (7 applications in a month from New agents) Looked upon as valuable resource for business insurance