BTM Branch Training Manager Insurance [Query]

[shobhendra]

Please let me know the basic qualification for BTM Insurance.

[Admin]

Here is a thread for branch training manager (btm )
http://www.indianjobtalks.com/forum/...ead.php?t=2580

It looks like it any degree will suffice.
But for sure you must be a master of your core subject (insurance in this case.)

[Guest]

PRAKASH.P
E-mail : pramprakash AT gmail.com
WEALTH MANAGER – ICICI BANK LTD., Bangalore[Since Mar’11]
- Ensure regular contact with all mapped clients through regular weekly /
Monthly Calls while increasing the Fee Income
- Daily tracking of & personal meeting with Clients
- Ensuring availability to clients at all points in time
- Ensuring 100 % client penetration for business sourced [CASA, NCA,
PMS, Equities, Property Servicing, Derivatives, Life Insurance, General
Insurance, Gold, Home Loan, Auto Loan, Personal Loan, Real
Estate, Mutual Fund, Deposits, Credit Cards, Etc.,]
- Ensuring regular availability of Research material and inputs to the client
- Ensure delivery of client portfolio on a monthly basis
TRAINING MANAGER-Salem[12 Branches] (June 2008 – March 2011)
Reliance Life Insurance Company Ltd.,
- Train the team of Branch Trainers, agents and Sales Mangers[120 on
board] on life insurance products
- Develop concept, system and policy in the area of Training
- Conduct all projects development in Training area[IRDA IC33]
- Set up strategic focus and scorecard in the area of Training and pin
down strategic term into tactical
- Develop training catalogue and syllabus, and individual training plan for
each Division/ Department[SM Induction, Online Fast Track]
- To deliver training and execute other training interventions
for the given locations & Ensure compliance in all aspect of business
- Ensure the whole training activities has been done properly
- Evaluating Sales Managers’ profile branch wise and make joint calls
RELATIONSHIP MANAGER Wealth Management
ING Vysya Bank Ltd., Tirupur (JULY 2007 – JULY 2008)
Job Responsibilities
Client Management – Corporate Sales :
Maintain contact with critical clients, provide regular updates and research information, sustain relationships, implement service designs, and ensure service standards are met for effective client management and customer satisfaction
- To generate income through the various products in line with product
campaigns that emerge from product and customer needs like Mutual
Funds, Insurance etc
Client Conversion & Portfolio Management :
Ensure updating of client portfolio on regular basis, inform the clients proactively, and recommend solutions, with an objective to convert client and customer satisfaction
- Responsible for collaborating and interacting with SMEs/Facilitator to understand &
extract requirements project planning, application piloting,& rollout coordination
Business Development :
Gather market intelligence create database understand client needs and close deals in order to acquire new businesses
- Retention of accounts, ATM/Debit card hot listing, Report Generation &
filing
Planning and Execution :
Strategize, plan and ensure execution of sales targets for the territory. Monitor and ensure business plans are met through proper and timely implementation.
- Drive and deliver exceptional sales performance and involved in the
development of the department as a whole within the Organisation
Key Accomplishments
- Managed a sales team, increasing sales by 40 percent through quality customer
service and Customer relationship management
- Achieved a Star Rated Campaign for selling both Mutual Funds and Insurance [2
Crores in terms of MF and Insurance] Took the Branch manager and me for
JFM Campaign ABROAD trip
- Maintained expenses below budget through accurate planning waste reduction, and
cost effective operating procedures
- Planned and managed significant remodeling projects that enhanced the ambiance
of the facility
- Developed Marketing Campaigns to increase visibility of the bank; analyzed
market demographics, defined the target market, and determined advertising
placement
- Monitored Street Shows, and designed print advertisements
SALES MANAGER – Bancassurance
Aviva Life Insurance Co Ltd., (Dec 2005-July2007)
Key Accomplishments
- Motivated 16 more IROs of the Banking Channel Partners [LVB&Canara Bank]
towards foreign trip campaign
- Created of an initial business case based on business assumptions of the prospects
[HNI] by handling of 14 LVB and 2 Canara banks
- Initiated dialogue and carrying forward discussion through high quality
presentations with prospects identified
- Coordinated with seniors for report finalization and file compiling
- Organized to plan, develop & execute detailed experimental design to support
marketing promotions & activities
- Monitor, track and evaluate various test and learn initiatives
Role Specific Competencies
- Ability to provide professional customer service to achieve a high percentage of
customer satisfaction and retention
- Capable of analysing, and understanding customer’s 360 degree financial needs &
fulfill with appropriate products
- Ensure effective and smooth relationship with distributors and corporate agents
Supervision/Training
- Trained service staff to enhance customer service and increase profits through
suggestive selling
- Improved productivity and morale by initiating systems for accountability and by
instituting effective training programs
Business Development Manager (May 2004 – November 2005)
Bajaj Allianz Life Insurance Co Ltd., Karur
- Identify more Insurance Consultants[IC] and to complete recruitment of the
Insurance Consultants
- Endeavor to have and to achieve a team of highly productive ICs
- Provide training and monitor development needs of ICs in the team
PROJECT COORDINATOR Research & Development
The Poor Uplift Organization (July 2001-July2003)
- To Organize and lead project launch activities, including staff recruiting and office
infrastructure set-up, cooperating with HR and Regional Department staff as
necessary
- Overseeing project implementation, Project Managers, reviewing performance,
organizing training, and building sufficient internal management depth to support
future activities
- Development of Systems – MIS, FMS, Accounting packages for SHGs and EAGs
and Community Monitoring
EDUCATION
Degree Institution Duration Percentage Academic Mode
PGDPM=MBA National Institute of Personnel Management, Kolkata 2005 - 2008 73 % Distance
M.A, Sociology Bharathidasan University, Tiruchirappalli 1999- 2001 65.6 % Regular
B.Com Bharathidasan University, Tiruchirappalli 1996- 1999 57.5 % Regular
TECHNICAL KNOWHOW
- Diploma in Microsoft Office Packages - APTECH
- Higher in English Typewriting
PERSONAL DETAILS
Nationality - Indian
Date of Birth - 10/07/1979
Languages - Tamil, English, Hindi&French
Passport - B 2281904
Marital - Married
SKILL SET
- Customer Relationship Management
- High customer service orientation & Pleasant disposition
- Positive, Proactive and able to handle stress
- Result orientation and drive Business acumen can able to
conceptualize and understand
- Financial Services & Operations, Team Management
- High Planning and Organizing orientation
- Portfolio Management [Qualified IRDA twice and AMFI]
- Continuously learning and upgrading own abilities