TRAINING EXPERTISE  Training Need Analysis – Understand and define the training needs of the target audience. Conduct activities to determine each participant’s level in the particular parameter and design the path to reach the learning goal. Content Development – Designing and developing a highly engaging content. Conducting Interactive Training sessions using different modes of delivery like classroom lecturing, online learning, experiential learning, brain storming and the like. Designing a close monitoring system and Providing qualitative feedback to ensure improvement in performance. Training Evaluation – Conducting post training evaluation on the parameters to understand the improvement of the trainee and the effectiveness of the training.TRAINING COMPETENCIES Professional Development - Grooming, Body Language, Posture and Self Presentation Etiquette – Corporate, Social, Dining, Work Culture Self-Awareness and Self Analysis – SWOT, Johari Window Presentation SkillsInterpersonal & Team Work Skills – Understanding Teams, Building teams, Leading Effective Teams and Conflict ManagementSelling SkillsNegotiation SkillsCustomer ServiceEthics and Values - Personal Value System and Company Values

• Managed the investment portfolios of around 100 customers• Dealt with selling of Wealth Management Products - Mutual Funds, Unit Linked Insurance Plans (ULIP) Products, General Insurance, Bank Savings and Current Accounts.• Involved in sourcing of new customers, analyzing the customer needs, observing his risk appetite and suggesting Wealth Management products according to the requirements. • Designed investment portfolios for new customers.• Handled Banking Operations.