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Amit Srivastava is a seasoned professional with a strong background in training, sales, and operations in the insurance industry. He has experience in managing teams, developing training programs, and ensuring regulatory compliance. Amit holds various certifications, including those from the Insurance Institute of India and Udemy.

Credentials

  • Regulatory Compliance for Insurance Brokers
    Insurance Institute of India
    Aug, 2023
    - Apr, 2026
  • A Practical Approach to Instructional Design
    Udemy
    Oct, 2022
    - Apr, 2026
  • Gamification for Learning, Performance & Change
    Udemy
    Sep, 2022
    - Apr, 2026
  • Canva - Advanced
    Udemy
    Oct, 2021
    - Apr, 2026
  • Train the Trainer
    LinkedIn
    May, 2020
    - Apr, 2026
  • Cyber Security , Crime and Cyber Insurance
    INSURANCE FOUNDATION OF INDIA
    Nov, 2019
    - Apr, 2026
  • Brokers Licence
    National Insurance Academy, Pune
    Feb, 2018
    - Apr, 2026
  • ISO 27001: 2013 Internal Auditor - Information Security Certification
    3S Management Certification &Trainings Private Limited
    Dec, 2017
    - Apr, 2026
  • ISO 9001:2015
    SAKHI MANAGEMENT CONSULTING PRIVATE LIMITED
    Mar, 2017
    - Apr, 2026
  • Certificate of Training - Renewable Energy
    Royal Sundaram General Insurance Co. Limited
  • Certification for Compliance For Brokers
    National Insurance Academy, Pune

Experience

    • Assistant General Manager - Training
      • Dec 2014 - Present
      • Delhi, India

      Learning and Development:• Responsible for building and developing Learning and Development function on the five pillars of Product, Process, Portal, Performance and Compliance. • Managing end-to-end L&D value chain for Learning and Development function• Ensuring smooth coordination among various stakeholders such as Sales team, OEM Teams, Partner Insurance companies and channel partners to drive and implement L&D plan. • Responsible for ensuring regulatory certifications, associated compliance and maintaining records. • Managing specific training projects as per the business need of the organization • Ensuring training delivery capability on the front line by conducting Train-The-Trainer programs for the members of the sales teamKnowledge Management• Manage and update the content repository by collaborating with all stakeholders for timely updates.• Prepare client presentation decks, awards nomination presentations, product brochures, and internal training materials. • Coordinate with insurance partners for product upgrades and develop content for sales channel knowledge transfer. • Oversee the creation of new templates and enhance systems and processes for efficient content management.ISO Compliance• Oversee the implementation, maintenance, and continual improvement of the Quality Management System (QMS) in accordance with ISO 9001:2015 standards.• Responsible for maintaining and updating all required documents for all the listed processes of the organization.• Organize and facilitate internal audits and external certification audits, ensuring that all processes comply with ISO requirements and addressing any non-conformities.

    • Visiting Faculty
      • Feb 2013 - Nov 2014
      • Lucknow

      • Organizing skill based personality development programs for Soft skills and Sales Orientation• Participating in various marketing and promotion activities• Organizing guest lectures and participating in career meets

  • SBI General Insurance
    • Lucknow Area, India
    • SME Agency
      • Jan 2012 - Nov 2012
      • Lucknow Area, India

      Handling sales for SME Agency vertical.Working closely with SME clients to understand their risk management needs and proving suitable offerings.Developing strategic tie-ups and organizing industry interaction programs with SME Associations.Owning and managing the pipeline for smooth business generationConducting training programs for developing agents through class room as well as field training.

  • Magma Fincorp Ltd.
    • Lucknow Area, India
    • Product Head-Insurance
      • Jun 2008 - Jan 2012
      • Lucknow Area, India

      Handled UP & Uttranchal for Magma Fincorp's Insurance BusinessComplete profit and loss accountability for the region.Handled a team of Area Managers for developing General Insurance business including motor, health and other products.Training and development of executives and channel partners through class room as well field training sessions. Local Tie-Ups with Fleet Owners , Strategic Customers and SME clientsHandling a Team of Operations Executive for ensuring smooth process flow and proper cover-note control.Ensuring smooth coordination with parent insurance companies for smooth business operations.

    • Deputy Manager-Agency
      • Jun 2006 - Jun 2008

      Managing Agents team comprising of over 200 agents and franchisees.Handling key relationships such as Bajaj Capital, Karvy and RR Insurance. Imparting classroom and field training to their employees.Achieving targets through agents and direct sources for Retail business including Motor, Health and other retail products.Training and developing agents to build a strong agency sales force for the assigned territory.Ensuring maximum retention of Renewal business through a team of Customer Service Officers (CSO).Converting agency and business leads as allocated by corporate office.

  • ICICI Lombard
    • Allahabad Area, India
    • Sales Manager - Motor Direct Vertical
      • Mar 2005 - Mar 2006
      • Allahabad Area, India

      • Established Direct Sales Teams at Allahabad and Varanasi• Handled sales and operations for Motor insurance business through a team of 3 Team Leaders and 15 sales officers.• Responsible for generating Motor Insurance business through direct lead generation.• Continuous Training of new recruits through both classroom and field training sessions• Ensuring smooth operations and efficient data management

  • Tata Teleservices Ltd
    • New Delhi Area, India
    • Executive - IDC Sales
      • Mar 2004 - Apr 2005
      • New Delhi Area, India

      • Handled indirect channel sales for products like Pre paid Wireless Phone (PWP) and mobile Phones though distributors.• Responsible for achieving Primary and Secondary targets by increasing retail width and penetration for prepaid products.• Ensuring maximum visibility of the company’s products at retail outlets.

  • ICFAI
    • Hyderabad Area, India
    • Associate Consultant
      • May 2003 - Mar 2004
      • Hyderabad Area, India

      • Handling Sales and Marketing for the campus programs for ICFAI • Managing Relationship with HR Managers and Admin managers of various Companies • Training and Handling a team of Executives and Telecallers to generate leads through database.• Making Presentation and Liasoning with Companies for the Executive Education Programs.• Organizing Information Desks, Seminars, BTL activities etc.

Education

  • 2017 - 2018
    Insurance Institute of India
    Fellowship, Insurance
  • 2016 - 2016
    Insurance Institute of India
    Associate, Insurance
  • 2001 - 2003
    ICFAI Business School
    PGDBA, Marketing
  • 1998 - 2001
    Chatrapati Sahuji Maharaj Kanpur University, Kanpur
    Bachelor of Science, Mathematics
  • 1996 - 1998
    Spring Dale College
    Intermediate, Mathematics
  • 2018 -
    National Insurance Academy,Pune
    Broker Qualified Person

Suggested Services

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Industry Focus. “Insurance”

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