Ruchi's CV updated- June 2016 (2)

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RUCHI BHATIA Contact: +91-9650066116,+91-9996053457 E-Mail: [email protected] & [email protected] Management Position in the field of Training & Development and Operation Management with an organization of high repute. PROFESSIONAL SYNOPSIS MBA with over 9 years of experience in Sales and Marketing, Training & Content Development and Operation Management. Licentiate & Associate in Life Insurance Certified from Insurance Institute of India. Pursuing Health Insurance Diploma from Insurance Institute of India, One Exam pending IC-33 certified from Insurance Institute of India. IC-34 certified from Insurance Institute of India NCFM Certified from AMFI. Strong in Project execution, Analytics & TNA. Been proactive and focused as professional. Possess strong management, communication & interpersonal skills. Strong interpersonal skill & training skill on content & delivery both angles. AREAS OF EXPERTISE WORK EXPERIENCE SHRIRAM FORTUNE SOLUTIONS LTD. (GURGAON-HO) DEPUTY MANAGER: Contest Development & Sales Training: Since Feb’14- Till Date Shriram Fortune Solutions: Shriram Fortune Solutions (SFSL) is one of the integrated financial services selling Company of India promoted by Shriram group. The company offers financial planning solutions which are facilitated mainly through four products i.e. Life Insurance, General Insurance, Debentures, Mutual Funds and Wealth Management. SFSL is present at 450 locations PAN India and HO at Gurgaon with 1600 employees. Roles & Responsibilities at SHRIRAM FORTUNE SOLUTIONS LTD Responsible for content development, New employee Induction, conducting behavioural training and specialized training programs for field sales team and leadership team Designing and enrolling the training content for sales team Conducting new employee induction program –AAGAMAN Conducting Product training of Life Insurance, Health Insurance, Motor Insurance & Fixed Deposit Handled 44 AAGAMAN batches individually since last two years Responsible for the productivity of newly inducted employees Conducting refreshers training programs for poor performing employees- UTKARSH Hand holding and mentoring poor performing employees Designed and enrolled leadership training program- BOLD (Branch office leadership development) Initiated “Online Shiksha” for handling field queries, since inception all queries are being resolved within 24 hours TAT. Coordinating with partner companies for conducting specialized training Publishing regular MIS for UTKARSH and AAGAMAN participants after attending the training Training & Development Process Design Relationship Management

Transcript of Ruchi's CV updated- June 2016 (2)

Page 1: Ruchi's CV updated- June 2016 (2)

RUCHI BHATIAContact: +91-9650066116,+91-9996053457 E-Mail: [email protected] &

[email protected]

Management Position in the field of Training & Development and Operation Management with an organization of high repute.

PROFESSIONAL SYNOPSIS

MBA with over 9 years of experience in Sales and Marketing, Training & Content Development and Operation Management.

Licentiate & Associate in Life Insurance Certified from Insurance Institute of India. Pursuing Health Insurance Diploma from Insurance Institute of India, One Exam pending IC-33 certified from Insurance Institute of India. IC-34 certified from Insurance Institute of India NCFM Certified from AMFI. Strong in Project execution, Analytics & TNA. Been proactive and focused as professional. Possess strong management, communication & interpersonal skills. Strong interpersonal skill & training skill on content & delivery both angles.

AREAS OF EXPERTISE

WORK EXPERIENCE

SHRIRAM FORTUNE SOLUTIONS LTD. (GURGAON-HO)DEPUTY MANAGER: Contest Development & Sales Training: Since Feb’14- Till Date

Shriram Fortune Solutions: Shriram Fortune Solutions (SFSL) is one of the integrated financial services selling Company of India promoted by Shriram group. The company offers financial planning solutions which are facilitated mainly through four products i.e. Life Insurance, General Insurance, Debentures, Mutual Funds and Wealth Management. SFSL is present at 450 locations PAN India and HO at Gurgaon with 1600 employees.

Roles & Responsibilities at SHRIRAM FORTUNE SOLUTIONS LTD

Responsible for content development, New employee Induction, conducting behavioural training and specialized training programs for field sales team and leadership team

Designing and enrolling the training content for sales team Conducting new employee induction program –AAGAMAN Conducting Product training of Life Insurance, Health Insurance, Motor Insurance & Fixed Deposit Handled 44 AAGAMAN batches individually since last two years Responsible for the productivity of newly inducted employees Conducting refreshers training programs for poor performing employees- UTKARSH Hand holding and mentoring poor performing employees Designed and enrolled leadership training program- BOLD (Branch office leadership development) Initiated “Online Shiksha” for handling field queries, since inception all queries are being resolved within 24

hours TAT. Coordinating with partner companies for conducting specialized training Publishing regular MIS for UTKARSH and AAGAMAN participants after attending the training Motivating sales team through audio and video conferencing calls for higher performance

ING LIFE INSURANCE (PANIPAT)Assistant Manager: Sales Training : Since Sep’11-Oct’13

Training & Development: Formulating long term / short term training plans to achieve business target, profitability & revenue; involved in

spearheading turnaround initiatives. Overseeing operations department , thereby achieving the increased sales growth.

Training & Development Process Design Relationship Management

Content Development Operation Management Business Analysis

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Utilizing internal feedback and channel inputs for identifying training needs & generating content to improve the skill level of sales force.

Designing and enrolling the monthly training program. To work as helping hand for sales staff. Conducting joint screening interview of Insurance agents with office Head. Responsible for the New Agent Productivity through launch of New Agent. Conducting Monthly Training programme for managers on Recruitment & Selling Skills. Conducting Training Batches i.e. ADS; Jump Start+IC-33 Sessions month on month basis and train the advisors

on products, sales pitch, need analysis, financial basics etcSignificant Contribution and Awards

Got No.1 Trainer Award for Highest passing %age; Highest 1st Month Activation & Highest Rising Star in North Zone for FY 2012-13.

Passing Percentage in 2012-2013 is 81% in this FY. 2ND highest in the entire Zone. Achieved 100% M-1 Activation and confident to do 100% Rising Star also. Created 3 rookie Club Qualifiers in Financial Year 2012-2013 & 10 RISING STARS in Financial Year 2012-2013,

first time in the History of Panipat Branch from last 7 years. In November 2012 Awarded by WELL DONE AWARD By National Training Head Mr. PAWAN MUNSHI For

Achieving 11 Codes in a month with 89% Pass Percentage. Took Challenge to change the face of branch by launching project Swagatam which resulted in 50% increase in

agent footfall in the Branch. Branch Coding has increased up to 16% from Last Financial Year i.e 2011-2012 to this Financial Year i.e. 2012-

2013.

On the Job Training:

TTT Workshop at ING Vysya Life in Banglore,

Max Life Insurance Co. Ltd (Assandh & Saffidon in Haryana) Branch Trainer: Oct’08 to Feb’11

Role & Responsibilities:

Conducting Training Batches i.e. IC-33 & BCS Sessions month on month basis and train the advisors on products, sales pitch, need analysis, financial basics etc Conducting joint screening interview of Insurance agents with office Head.

Responsible for the New Agent Productivity through achievement of PLS,9-90 & 18-180 Targets. Conducting Monthly Training programme for managers on Recruitment & Selling Skills.

Key Achievements

Qualified for The Most Prestigious Award CEO Council – Istanbul (Turkey) in 2010. Only Trainer to qualify in Emerging Market Channel among 108 Trainers for this prestigious Award & got this Award from Mr. Rajesh Sud- MD & CEO: Max Life Ins.

Qualified for Business Head challenge thrice in Dec 2009,March 2010 and June 2010 Qualified for Business Head of Training Certificate on NAP basis in Dec 2010. New agent productivity was 85% & it was 2nd best performance in PAN Haryana

PREVIOUS EXPERIENCE

Worked as Consultant Trainer from Aug. 2007- Sep 2008 at Kaithal Worked as Application Engineer from Aug. 2006- July 2007 at Chandigarh

CERTIFICATION & TRAINING

Qualified Associate Certification in Life Insurance by Insurance Institute of India. Licentiate Certified from Insurance Institute of India. IC-33 certified from Insurance Institute of India. NCFM Certified from AMFI Boot Camp Training program at Max New York Life in Gurgaon. MOS-1 & MOS-2 at Max New York Life in Jalandhar. Recruitment Skills Workshop at Max New York Life in Hisar.

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TTT Workshop at ING Vysya Life in Banglore,

TECHNICAL SKILL Application Packages: MS Office Proficient working knowledge of Internet. Well versed with Sprint & Life Asia software

SCHOLASTCSMasters in Business Administration (MBA)

Guru Jambheshwar University of Science & Technology in 2008 with CGPA 56%Bachelor of Technology in Biomedical Engineering

Guru Jambheshwar University of Science & Technology in 2006 with 66% marks.12th

OSDAV Public School, Kaithal in 2001 with 67.46%.

10th Lndira Gandhi Public School, Kaithal in 1999 with 78.56%.

PERSONAL MINUTIAE

Date of Birth: 07 Dec 1983Current Address: #602 S Block, Sispal Vihar Sohna Road Gurgaon-122001

Married to: Mr. Kapil Chawla, Working as Sr.GM in Shriram Fortune Solution Ltd in GurgaonLinguistic Ability: English, Hindi, Punjabi