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Title:

[QUOTE=Guest;83882]SUSHMA NIRMALKUMAR VALECHA
[b][u]Email  [/u][/b]: sushma.valecha AT yahoo.com

Aspires to pursue challenging assignments in HR, training , facilitating management with the frontline organization.

Result driven professional of 6 years verifiable solid career track known for successfully training, skilling & developing industry leaders. Known for highly energetic & knowledgeable sessions resulting into high level of motivation & enthusiasm helping them improving business accumen.

[b][u]Core strengths include  [/u][/b]:
- Strategic Planning
- Soft Skills & behavioral training
- Branch Management
- Corporate presentations
- CRM
- Training & Development
- Advisory Services
- Team Management.
A keen learner with the flair for adopting emerging trends and addressing industry requirements to achieve organizational objectives and profitability norms. Adept with situations pertaining to requirements of skilling & development of the distribution channel & dynamic leadership of the organization.
Equally effective in identifying opportunities, developing focus & providing tactical business solutions.
Exceptional communicator with strong negotiation, problem resolution & client need assessment.

[b][u]Knowledge purview [/u][/b]:
[b][u]- Team Management  [/u][/b]: Imparting/organizing training programs for achieving pre-planned business targets Leading training & monitoring the performance of team members to ensure efficiency in sales, operations and meeting of individual & group targets.

[b][u]- Advisory Services  [/u][/b]: as a part of their induction program for advisors, there was a desired level of engagement in providing financial needs like investment needs , Insurance. Looking at the clients income, Spending & investments and assisting clarify their short , medium & long term goals reviewing sources of income for preparing suitable financial/ investment plans and retirement planning.

[b][u]- Soft Skills training  [/u][/b]: Imparting soft skills to the agent advisors for the better relationship management. Apart from the soft skills , many projects on behavioural skills are also imparted resulting into the better service quality.

[b][u]- New Agent Productivity  [/u][/b]: Managing new agent productivity through the new agents trained for the pre-licensing examination. Within the span of first three months minimum business targets are met considering their identified market. Conducting market surveys for effective market launches, helping agent advisors identifying prospective clients such as government & corporate, generate business from existing clients and thereby achieve business targets.

[b][u]EMPLOYMENT PURVIEW [/u][/b]:
MAX NEW YORK LIFE ,
1st APRIL 2008 to 3rd september 2010
[b][u]TRAINING MANAGER  [/u][/b]: Agency
An enriching agency training experience for two years 5 months comprised of the following KRA
- Distinguished efforts towards managing the complete branch operations.
- Instrumental in enhancing the training & development of the operations , sales & aggressive leadership team of the esteem organization.
- Mentoring the team of 25 comprising of 18 sales managers, operation team of three, one agency Co-ordinator, two associate partners & Partner (branch manager)
- Mentoring & developing the new junior training manangers for the newly opened branches

[b][u]Actively involved in  [/u][/b]:
- Training & developing the new & existing agent advisors for 16 days training program calles as FCS(Fundamental Career School)
- FCS include Product training , sales training, process training , AML & Compliance, AML & ULIP Certification, IC33 , NALP ( New Agent Launch Process)
- Ensuring the clearance in the pre-licensing exam at III (Insurance Institute of India)
- Organising general Office meets held at every month start as a platform for all the performers.
- Weekly sessions “GURUKUL” for their regular skilling & developing.
- Three day special SELLING SKILLS WORKSHOP for all new advisors.
- Special 2 days soft Skill & behavioral Skill training for the better customer service every month
- Advisory meets along with Sales Managers & new advisors on board.
- Maintained 90% passing rate for the agents appearing for the exam.
- Maintained 54% activation a against the target of 30 % of the entire agency in the year 2008
- Responsible for making branch fully compliant & see all processes are in place pertaining to the documentation of every activity carried out.
- Achieved G3 M3 ratings for the year 2008 & year 2009 for the performance depicted.
Activities to meet KRAs include following activities - Working with & through others
- Preparing presentations for GO Meet every month.
- Arranging Pot lunch during FCS for agents & entire managers for the better team bonding.
- Inducting new sales managers on products & processes
- Conducting Knowledge Sessions for the sales managers
- Being the part of office leadership team, I was responsible for launching the missions & Sizzlers as performance boosters for agency & sales managers & driving the same
- Organized Women Seminar to assist & enhance the recruitment of the branch
- Demonstrating Field calls for new sales managers & Agents joining
- Preparing Patch Meet Presentations
- Launched SMS Campaign for better attendance in training programs.
- Successfully launched new product trainings & SEGMENTATION
- Arranging callathon activities after every training session.
- Developing sales pitch for every product for the agents & Advisors to boost the sales post training.

[b][u]MY SKILLING & DEVELOPMENT  [/u][/b]: TTT for the various programs
[b][u]- TTT for Fundamental Career School - 16 days training program  [/u][/b]: Level 1 for agency training
[b][u]- TTT for Basic Career School - weekly sessions  [/u][/b]: Level 2
[b][u]- TTT for Advance Career School - weekly sessions  [/u][/b]: level 3
[b][u]- TTT for Intermediate Career School - Weekly Sessions  [/u][/b]: Level 4
- TTT for "Flight To Success" A three day Selling Skills Work Shop
- TTT for Six Sigma Yellow Belt training
- TTT for the soft skills & behavioral skill specialization leadership team
- TTT for inducting New Sales Managers
- TTT for ULIP Certification & AML Certification
- TTT for GET SET GO - a training program for inactive agents
- TTT for MDD - My dose of development - for managers
- TTT for Mpower - Special Training Module for the segmented agents
- TTT for the NRI Module for the NRI & HNI class of Agents
- TTT for Agency Associate Program for the agents promoted to AGENT ASSOCIATE
- TTT for BCP (Business consultant Program) for those joining as BCP
Other Than KRA - Overall involvement in the other business channels apart from Agency
- Successfully conducted Agency Associate training - A 4 days training program for AA channel.
- Successfully conducted BCP training for new BCPs joining in for BCP channel.
- Launched "Inactive Se Active" program in association with SOW (Share Of Wallet) team.
- Successfully launched the merger of two branches with the concept of " SANGAM" the merger.
- Successfully completed the assignment for 10 days training program for the improvements in the normal functioning of Sick Branch

[b][u]SPECIAL TREATMENTS FROM PEERS  [/u][/b]: The most difficult job is to win over the peer acceptance
- Recieved appreciation mails from sales managers on the result orientation of my training programs
- 96% top box feed back from agents on an average of most of traning programs
- A Special Appreciation mail by agents & Advisors on my contribution towards their development & skilling to regional manager, Zonal Manager, HR executives , Head HR , Branch Managers.

[b][u]Certifications & Appreciations  [/u][/b]: MAX NEW YORK LIFE
Licentiate holder, cleared exam in may 2009
Cleared 5 modules out of 6 of Associate Exam in may 2010
Won best employee of the month eight times on the year 2008, 2009
Received appreciation for my expertise in soft skills & selling skills
Won best team player of the branch for the year 2010
Winner of Zone level contest Koach Ka Kamal - II for the over all development of the branch.
Winner of National awards like “CAREER ENABLER” & “ENABLING SPRINTERS” AWARDS for exceptional job in case rate parameter for the branch in the year 2008

[b][u]Standard Chartered Bank  [/u][/b]:
[b][u]September 2004 to 31st March 2008 [/u][/b]:
Joined as Telesales, to Assistant Training Manager, to Training Manager
- Worked in standard chartered finance limited as a retention officer for 1 year . I.e. from 4th September 2004 to 31st August 2005.
- Promoted as a assistant training manager for cards outbound unit from 1st September 2005 to 31st march 2007
- Promoted as training manager from 1 April 2007 to 31st march 2008 and became the part of sales academy of standard chartered bank

[b][u]Key Activities involved  [/u][/b]:
- Maintaining the record of clients retained as per their profile & vintage.
- Retaining credit card customers in case of any service defaults & providing them with the proper solution.
- Won best performer for the year 2005
- As Assistant training manager, handled the inhouse & DST trainings for the credit cards , personal loans, compliance , audit requirements. product launches etc.
- As training manager, handled the activities concentric to training & human resource like putting people to payrolls, handling their trainings for different products offered , retraining & product training as & when required, leadership training for the managers existing & new joinees
- Organized social gatherings for the staff for the team bonding activities
- TTT for the 5 day induction program for OUTBOUND department of cards
- TTT for the Special training Program " Leading the Teams Effectively" for the new managers joining in
- TTT for the soft Skill & behavioral skill training programs
- TTT for the facilitation Skills

[b][u]Certifications & appreciations  [/u][/b]: Standard Chartered Bank
- won the most admired employee for the year 2006-07
- Won best business support award for the year 2007 for entire west zone
- Won the best activist award for participating in health awareness program run by SCB
- Won LOYALTY AWARD in the year 2007
From 1995 to 2003, Self employed, ran my own tuition classes
for class 12 to M.com & CA inter
Scholastics
2001 - M.Com from Mumbai University
1998 - B.com from Mumbai University
1998 to 2001 – DSE (diploma in software engg) from Silvertech
Include Ms Office, Tally, VB 6, SQL
Currently doing CFP - Certified Financial Planner course from NSE
Pursuing NLP[/QUOTE]

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