Compliance and Assurance Specialist

• Feb 2023 - Present

Training and Compliance Manager

• Jan 2020 - Feb 2023

Team Lead

• Nov 2019 - Jan 2020

Aviation Protection Officer

• Sep 2018 - Nov 2019

Aviation Protection Officer

• Oct 2017 - Aug 2018

Senior Training Manager

• Jul 2014 - Jun 2017

• Taking care of the entire training department of cluster including 6 branches.• Imparting product as well as development training to insurance agents.• Imparting need base training to cluster staff.• Designing training schedule.• Monitoring the external and internal IRDA batches of the branch.• Looking after the complete cluster training activities. • Imparting out location training for all the up coming locations of the company.• Undergoing self development trainings and courses.• Providing support to the sales team in arranging events and contests for sales promotion.• Monitoring and taking active part in new product launch.• Contributing in increasing the atomization percentage of the branch. Show less

Training Manager

• Jul 2011 - Jun 2014

• Taking care of the entire training department of cluster including 5 branches.• Imparting product as well as development training to insurance agents.• Imparting need base training to cluster staff.• Designing training schedule.• Monitoring the external and internal IRDA batches of the branch.• Looking after the complete cluster training activities. • Imparting out location training for all the up coming locations of the company.• Undergoing self development trainings and courses.• Providing support to the sales team in arranging events and contests for sales promotion.• Monitoring and taking active part in new product launch.• Contributing in increasing the atomization percentage of the branch. Show less

Relationship Manager

• Feb 2011 - Jul 2011

• Managing the High Net Worth customers of the bank. • Achieving the business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. • Profiling customers and providing financial products to meet customer needs. • Ensuring the highest levels of service to the High Net Worth customers. • Providing financial planning & investment advice. • Sales targets spread across Liabilities, Retail Assets, Business Banking Forex, Credit Cards and Online trading etc. • One point contact for all requirements of High Net Worth in the branch. • Acquisition and servicing of High Net Worth customers. Show less

Branch Training Manager

• Nov 2008 - Feb 2011

• Taking care of the entire training department of branch. • Imparting product as well as development training to insurance agents. • Imparting need base training to branch staff. • Designing training schedule. • Monitoring the external and internal IRDA batches of the branch. • Looking after the complete branch training activities. • Imparting out location training for all the up coming locations of the company. • Undergoing self development trainings and courses. • Providing support to the sales team in arranging events and contests for sales promotion. • Monitoring and taking active part in new product launch. • Contributing in increasing the activisation percentage of the branch. Show less

Sr.Financial Services Manager

• Jun 2007 - Nov 2008

• Handling a team of 10 to 15 Associate Financial Services Manager. • Acquisition and consulting customers in terms of investments, tax savings and LIFE INSURANCE • Providing them solutions to comply with their different needs by designing portfolios and assisting them there after. • Managing the channel of Financial Services Consultant for generating the business for the organization. • Managing other branch activities such as dealing with walk-in customers, co-coordinating with back office etc. Show less