www.seetaportfolio.com Seeta Portfolio Management Ltd Lucknow : Soft skills Training

[Admin]

Seeta Portfolio Management Ltd Lucknow : Executive Training

Website: http://www.seetaportfolio.com

Keywords: Product and Soft skill Trainer

Designation: Executive Training
Experience: 3 - 8 Years
Location: Lucknow
Compensation:
Best in Industry
Education:
UG - Any Graduate - Any Specialization
PG - MBA/PGDM - HR/Industrial Relations, Marketing, Other Management
Industry Type: Banking/Financial Services/Broking
Functional Area: HR / Administration, IR
Posted Date: 27 Feb

Job Description:
Design and development of training course content.
Person would be responsible for soft skill & personality development training.
Person would be responsible to design presentation and contents & conduct training programme for all levels of staff & business associates.
Creating Induction programmes for new joinees and organizing it.
Team Building, Leadership & Sales and Product Training.
Responsible for capability building, mentoring, training and grooming branch resources in the organization.
Perform the Training Needs Analysis for financial services sector training requirements.
Design financial products training modules and launch across all locations of company and manage the training schedules as per plan.
Create study material on financial content.
Build up the delivery channel for training including the third party trainers.
Liaise with SMEs and enhance the knowledge level of self and employees
Training CRM role

Desired Candidate Profile:
Must Have Experience in Soft skill & Personality development
Must be from Training Background
Good Communication & presentation skills
Team Building & Leadership Skills
Decision Making Skills
Candidate should have good personality.
Should have sound knowledge on Microsoft Office & should be Technology Savvy.
Must have worked as a Trainer in corporate & Willing to travel to nearby towns & Cities.
Should have good knowledge of making Presentations & writing Contents for Training.
Should have experience in Insurance /equity /commodity and Mutual funds Product Training

Company Profile:
SEETA GROUP OF COMPANIES IS A LEADING FINANCIAL SERVICES PROVIDER WITH THE STRONG NETWORK OF 140 BRANCHES ACROSS THE COUNTRY.WITH CORPORATE MEMBERSHIP OF NSE BSE MCX NCDEX DP CDSL GROUP IS ALSO OFFERING LUCRATIVE ON-LINE TRADING IN EQUITIES,DERIVATIVES,COMMODITIES AND ONLINE DISTRIBUTION OF MUTUAL FUNDS,INSURANCE AND IPO THROUGH ITS POWERFUL WEBSITE www.seetaportfolio.com IN A HASSLE FREE AND PAPERLESS FASHION.THE COMPANY IS PROVIDING ENTIRE GAMUT OF FINANCIAL SERIVCES ALONGWITH WEALTH MANAGEMENT SERVICES AND PIONEERING MOBILE TRADING IN COMMODITIES MARKET. THE SEETA GROUP IS A BENCHMARK OF PROFIT AND TRUST.

Executive Name: Miss Sonia Kaur-Asst.Manager HR

Address:
Seeta Portfolio Management Ltd
B-1/41,Sector-A
Kapoorthala
Aliganj
Lucknow,Uttar Pradesh,INDIA 226024

Email Address: resume@seetaportfolio.com

Telephone: 91-0522-4051749

Reference ID:
Corporate Trainer

Keywords: Product and Soft skill Trainer

[Guest]

SAUMYA ATUL SHARMA
Email : saumyam1 AT gmail.com
OBJECTIVE : Assignments in Behavioral, Leadership, Team Building, Sales and Motivational Trainings. Doing Assessment centers for corporates.
EXPERIENCE SUMMARY
I am having 3 years of sound experience in the field of Sales, Training and Assessment Centres.
PROFESSIONAL QUALIFICATION
MBA (Marketing), SBS, Swiss Business School, Zurich, Switzerland

IT SKILLS
Proficiency with MS Office.

KEY RESULT AREAS
- Good knowledge in Trainings and Training Need Analysis
- MIS Reporting & Presentations & Relationship Management
- Good knowledge in running Assessment Centers and Development Centers
EMPLOYMENT SUMMARY
OD Alternatives Consultancy Pvt. Ltd., New Delhi (August 2010 to till date)
Job Profile : Consultant
- Looking after Client relationship for the organization.
- Driving sales through acquisition of new clients.
- Relationship Management with all existing Corporate clients
- MIS preparation and sharing the same with top management.
- Training Induction Batches and Junior and Middle Management.
- Assessment Centers for Corporates
Royal Bank of Scoltland, New Delhi (July 2009 to July 2010)
Job Profile : Relationship Manager
- Looked after RBS relationship for the Delhi NCR.
- Handled Corporate Segment with more than 20 Corporates.
- Team Management
- Driving 3rd Party product sales through RBS Clientele.
- Relationship Management and Portfolio Management with all key accounts of RBS.
- MIS preparation and sharing the same with top management.
- Joint calls with cluster head for big-ticket premium.
- Handled escalated service calls and monitored the calls done by associates randomly.
- Looked after escalated service issues whereby ensuring closure within the stipulated TAT.
Kotak Life Insurance, Hyderabad (January 2008 to October 2008)
Job Profile : Bancassurance Manager
- Looked after Kotak Bank relationship 4 branches and NRI Channel.
- Team Management
- Driving insurance product sales through various channels of Kotak Bank.
- Ensured the team adheres to Sales management process and tracking their Targets vs. Achievement
- Relationship Management with all key people of Kotak Bank to develop and maximize business.
- Continuous product training of sales personnel & training new associates joining the process.
- MIS preparation and sharing the same with top management.
- Driving contests for the sales team of Kotak Bank to motivate staff.
- Going for joint calls with cluster head and Bank Team.
- Taking decision about whether policy holder is eligible for the insurance policy by checking the details.
- Responsible for doing quality checks for associates to maintain quality levels.
ACADEMIC DETAILS
- Bachelor of Science (Biotechnology) from Bangalore University, India
- Schooling from J.B. Academy, Faizabad, U.P.
STRENGTHS
- Dynamic team player with sense of responsibility.
- Highly self-motivated and confident.
- Pleasant personality with Positive attitude & thinking.
- Excellent skills in communication.

[Guest]

Bushra Khalid
Email : bushra_khalid2000 AT yahoo.co.in

CAREER OBJECTIVE
To achieve a responsible position in an organization of repute and to achieve excellence in whatever I do.
WORK EXPERIENCE
Allianz Securities, Lucknow. Since May 2005-sept 2006
As Astt&Executive-Operations my responsibilities in the organization includes :
- Maintaining all the office records and developing and maintaining database
of regional branch single handedly on a regular basis.
- Scrutinizing the application forms and keeping dual entries of them which includes
both the IPO’S and mutual funds application.
- Creation and maintenance of MIS on online software and sending it to the Head Office (HO) daily,With full details of applications including the investor name, application no.,amount invested, brokerage passed out ,net in hand etc. Also sending monthly MIS to HO at the month end.
- Keep updating the IPO’S and NFO’s record after they are closed which company has promoted and the amount procured and the net revenue obtained in that.
- Monitoring progress of the Mutual funds, maintaining details of their NAV’s and the Market Summary Report on a daily basis.
- Communicating and coordinating with the HO on various issues of software , MIS punched, brokerage made and sending employees’ details including their sales performance.
- Maintaining Business Associates details including their performance and preparing their brokerage commission on monthly basis and sending to HO mentioning details of cheque and DD’s.
- Administer training for summer trainees including monitoring work schedule.
- Coordinating with the Branch Head and Sales Managers regarding investment details
and new schemes.
- Attending the walk in clients and handling their feedback and grievances.
Golden Wings Tours Pvt. Ltd. Jan 2004- 30th April 2005,New Delhi
As Business Development Executive my responsibilities in the organization include :
- Handling operations which include completion of Application Form, checking and validation of documents required for Business Visa, making Mediclaim policies and Invoices, payment collection and hand over of tour package to the clients.
- To coordinate workflow among Staff Officers for timely and efficient completion of all the processes of business tours.
- Assisting Branch Manager in coordinating with overseas Business Partners for hotel bookings and other necessary arrangements.
- Giving presentations to the prospective customers for selling of business tour packages.
- Developing database for the Sales Managers regarding their different exhibit profile fairs.
- To maintain regular contact with the customers and handle their feedback, queries and grievances.
SUMMER INTERNSHIPS
- Organization : Jammu & Kashmir Bank Ltd
Position held : Summer Trainee
Location : New Delhi
Project :“Marketing of Financial Services of J&K Bank ”
Duration : 2 Months (May to June, 2003)
- Organization : Jammu & Kashmir Bank Ltd
Position held : Summer Trainee
Location : J & K Bank, New Delhi
Project :“Study & Promotion of Met Life Insurance”
Duration : 15 days (Jun 2003)
PROFESSIONAL & EDUCATIONAL QUALIFICATION
- PGDBM, (Specialization in Marketing & Finance) 2002–2004
from Management Education & Research Institute, New Delhi
- B Com (Pass) from Lucknow University 1998-2001
- AISSCE (XII) – C.B.S.E. from Navyug Radient, Lucknow 1997-1998
- AISSE (X) – I.C.S.E. from St. Paul’s School, Lucknow 1995-1996
EXTRA CURRICULAR ACTIVITIES
- Have done CS foundation.
- Actively participated in fund collection for HELPAGE INDIA .
- Was member of institute’s Cultural and Alumni Committee.
- Participated in blood donation camp organised by ROTARY CLUB .
- Done compering in college and institute on various cultural seminars and management workshops .
- Silver medallist in Gymnastics.
- Sport enthusiast, participated in many sports event in school.
STRENGTHS
- Sincere, optimist, communication skills & perseverance.
- Inclination towards continuous improvement & progress.