Khorehmand Katrak (KK)

Senior Faculty at Bajaj Finserv BEYOND
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Contact Information
us****@****om
(386) 825-5501
Location
Mumbai, Maharashtra, India, IN
Languages
  • English Full professional proficiency
  • Hindi Professional working proficiency
  • Marathi Elementary proficiency
  • Gujarati Elementary proficiency

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Gaurav Warman ACIPD I PMP

I met Khoremand Katrak (KK Sir) in the year 2006 at ICICI Prudential Life insurance office. I discovered that he is a fabulous trainer and a renowned wealth advisors of the company. I could see his name getting featured in top 3 performers of each contest. And carried a strong aura around him which is very positive and influential for others. He is one such professional who always carried success on his shoulders no matter what he does! Our journey continued and we met again at Reliance Mutual Fund in 2008, by that time he had already earned a strong name as one the best trainers who is so dependable, result oriented, professional and dedicated towards the task in hand. He always won the hearts of leaners and business heads with his sheer humbleness & simplicity. Business heads used to get tremendous number of request to invite "KK Sir" always, wherever he had gone to deliver any training program. He is one such rare species of trainers who is capable of creating "leaners delight" for technical, soft-skill & behavioural program which is definitely not a cup of tea for every trainer. He is a man of principal who gives utmost priority to work, relationship & ethics. Money always followed him because of these special traits and will always follow him. I wish he grows and prosper tremendously. And I recommend him to every organisation who want to genuinely make a difference in the knowledge, skills & behaviour of their employees. He is the best trainer and person for the consultancy and training services. God Bless Him !!! Good Luck :)

LinkedIn User

KK is very focused as when he takes any asignment. He always belive in Achieve & would like to come on top.

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Experience

    • India
    • Financial Services
    • 1 - 100 Employee
    • Senior Faculty
      • Apr 2022 - Present

      Currently associated with the CPBFI Program as a Leading Facilitator for the CAWS (36hrs) and Insurance (24hrs) Curriculum for Final Year Students who are employable in the BFSI Sector. I am based in Mumbai and travel across PAN INDIA for conducting physical batches and online batches. Student Employability is my PASSION and live each day of my life pursuing the same Currently associated with the CPBFI Program as a Leading Facilitator for the CAWS (36hrs) and Insurance (24hrs) Curriculum for Final Year Students who are employable in the BFSI Sector. I am based in Mumbai and travel across PAN INDIA for conducting physical batches and online batches. Student Employability is my PASSION and live each day of my life pursuing the same

    • Real Estate
    • 1 - 100 Employee
    • Senior Training Consultant
      • Jul 2002 - Present

      With 15+ years of experience in Learning and Development, Specializing in Financial Services, I bring expertise in Life & Health Insurance and Mutual Funds. My deep understanding of the subject, fueled by my passion for the financial market, allows me to weave practical examples into training sessions. My extensive qualifications further enhance my mastery in these areas. Currently, I'm expanding my training portfolio to include Behavioral and Skill-based programs. Recognizing the importance of integrating technical knowledge with interpersonal skills, I hold certifications as a Behavioral Trainer and Certified Psychometric Test Professional. I firmly believe in the power of ground-level learning and personal development to empower individuals. By equipping them with the tools to navigate complex challenges, I enable their professional and personal growth. Through a blend of technical expertise, behavioral insights, and a genuine desire to help others succeed, I deliver transformative learning experiences. My goal is to empower individuals to reach new heights of achievement and unlock their full potential. ICICI Prudential Life Insurance Co. Ltd. Reliance Mutual Fund (Currently Nippon India Mutual Fund) HDFC Mutual Fund CIEL Ltd MS Ventures Financial Planners Buildwealth Technologies Pvt. Ltd Show less

    • India
    • Education Administration Programs
    • 1 - 100 Employee
    • Sr. Consultant Trainer
      • Apr 2009 - Jun 2021

      I was instrumental in conducting Exam Oriented Trainings for Mutual Funds Certification - AMFI & NISM across locations PAN INDIA I was handpicked for imparting Project Interventions to Kotak Bank - Virtual Relationship Managers on Mutual Funds, Life Insurance & Health Insurance and Selling Skills along with Time Management Workshops. I was instrumental in conducting Exam Oriented Trainings for Mutual Funds Certification - AMFI & NISM across locations PAN INDIA I was handpicked for imparting Project Interventions to Kotak Bank - Virtual Relationship Managers on Mutual Funds, Life Insurance & Health Insurance and Selling Skills along with Time Management Workshops.

    • India
    • Financial Services
    • 300 - 400 Employee
    • Soft Skills and Behavioral Trainer for LEAP - - Learn, Evolve, Achieve and Progress
      • Jan 2015 - Dec 2020

      LEAP - Learning and Development initiative of HDFC Mutual Fund. They specialize in Soft Skills and Behavioral Interventions for the distributors of HDFC Mutual Fund. Joined the LEAP team in its inception and was instrumental in spreading the awareness of Learning and Development of Soft Skills and Behavioral Interventions mainly across Tier 2 and Tier 3 locations of India. Symbolized the very CORE of LEAP - LEARN, EVOLVE, ACHIEVE and PROGRESS. LEAP - Learning and Development initiative of HDFC Mutual Fund. They specialize in Soft Skills and Behavioral Interventions for the distributors of HDFC Mutual Fund. Joined the LEAP team in its inception and was instrumental in spreading the awareness of Learning and Development of Soft Skills and Behavioral Interventions mainly across Tier 2 and Tier 3 locations of India. Symbolized the very CORE of LEAP - LEARN, EVOLVE, ACHIEVE and PROGRESS.

    • Financial Services
    • 1 - 100 Employee
    • Master Trainer for Communication and Workplace Skills (CAWS)
      • Jan 2018 - Jun 2020

      Empaneled into the Certificate Program in Banking Finance & Insurance (CPBFI) which is a CSR initiative of BAJAJ FINSERVE Ltd as a Master Trainer for Communication and Workplace Skills (CAWS) wherein I trained and nurtured the Faculties of Colleges and Trainers through a detailed selection process which was in the form of a Train the Trainer (TTT) program and hand holed them such that they could empower the students for the CAWS Curriculum which is a 36 hours curriculum. Empaneled into the Certificate Program in Banking Finance & Insurance (CPBFI) which is a CSR initiative of BAJAJ FINSERVE Ltd as a Master Trainer for Communication and Workplace Skills (CAWS) wherein I trained and nurtured the Faculties of Colleges and Trainers through a detailed selection process which was in the form of a Train the Trainer (TTT) program and hand holed them such that they could empower the students for the CAWS Curriculum which is a 36 hours curriculum.

    • India
    • Professional Training and Coaching
    • 1 - 100 Employee
    • Training Consultant
      • Apr 2009 - May 2017

      Helping more than 500 Graduate Students make a niche for themselves in the BFSI Segment by Training them on Life Insurance, Mutual Funds, Selling Skills, Communication Skills, Job Preparation and Interview Skills Helping more than 500 Graduate Students make a niche for themselves in the BFSI Segment by Training them on Life Insurance, Mutual Funds, Selling Skills, Communication Skills, Job Preparation and Interview Skills

    • India
    • Financial Services
    • 300 - 400 Employee
    • Sr. CONSULTANT TRAINER with EDGE LEARNING ACADEMY
      • Apr 2010 - Jun 2012

      Conducting Functional trainings - NISM,DEBT, EQUITY,TAXATION, PRODUCTsConducting Non Functional trainings – SELLING SKILLS,PRESENTATION SKILLS, COMMUNICATION SKILLSConducting Behavioral trainings involving Pschychometric Assessments

    • CONSULTANT TRAINER with EDGE LEARNING ACADEMY
      • Apr 2008 - Mar 2010

      Conducting AMFI certifications for Mutual Fund DistributorsConducting Non Functional Training involving the SPIN methodologyConducting Distributor Awareness ProgramsConducting Investor Awareness ProgramsConducting NFO presentations across the Western Zone

    • India
    • Insurance
    • 700 & Above Employee
    • Induction Specialist Trainer
      • Apr 2006 - Mar 2008

      Conducting Induction Program INSIGHT for employeesConducting Product Presentations for Corporate AgencyConducting Train The Trainer for New Empanelled Trainers

    • BRANCH TRAINER
      • Apr 2005 - Mar 2006

      Conducting Advisor Induction Programs across Mumbai regionConducting Product Refreshers for Advisors across MumbaiResponsible for tracking of QUICK START, SPRINT & RACE which were KPI for trainersConducting IRDA training for new FSP

    • INSURANCE ADVISOR & CONSULTANT TRAINER
      • Jul 2002 - Mar 2005

      Recommending Life Insurance Solutions based upon Financial Planning PrinciplesConducting training for my team in areas of LIFE INSURANCE Concepts, Motivation & Selling ProcessConducting training for Mumbai Zone upon demand

Education

  • National Institute of Securities Markets (NISM)
    Investment Advisor - Level 2, Financial Planning and Services
    2017 - 2017
  • National Institute of Securities Markets (NISM)
    Retirement Advisor, Financial Planning and Services
    2017 - 2017
  • National Institute of Securities Markets (NISM)
    NISM INVESTMENT ADVISER LEVEL 1, Financial Planning and Services
    2016 - 2016
  • FBSB INDIA
    AFP - Risk Analysis & Insurance Planning, Insurance
    2013 - 2013
  • National Institute of Securities Markets (NISM)
    Certified Personal Financial Advisor (CPFA), Financial Planning and Services
    2013 - 2013
  • III
    Licentiate Certification, Life Insurance
    2012 - 2013
  • K C.College of Management Studies
    Diploma, Advertising & Public Relations
    2000 - 2001
  • Xavier’s Institute of Management
    Diploma, Marketing Management
    1999 - 2000
  • K.C.College of Management Studies
    Diploma, Business Administration
    1998 - 1999
  • University of Mumbai
    BA (ECO), ECONOMICS & SCIENCE
    1991 - 1997
  • Elphinstone College
    Bachelor of Arts, Economics
    1991 - 1997
  • DUNNE'S INSTITUTE
    ICSE, ALL
    1979 - 1991
  • Dunne’s Institute
    ICSE, Indian Certificate for Secondary Education
    1979 - 1991
  • National Institute of Securities Markets (NISM)
    Investment Advisor Level 2

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