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Skills

  • Sales
  • Banking
  • Communication Development
  • Communication Training
  • Compliance Training
  • Corporate Training
  • Customer Training
  • Financial Literacy Training
  • Insurance Industry
  • Interview Coaching
  • Investment Education
  • Training
  • Training & Development

Services

  • Functional & Communication Training

    $13/hr Starting at $26 Ongoing

    Dedicated Resource

    Professional Summary  Accomplished banking professional with 13 years of experience in the Banking Industry, in operations, Sales Training, Client Relationship Management, and Compliance. Worked in leading...

    BankingCommunication DevelopmentCommunication TrainingCompliance TrainingCorporate Training

About

Helping organizations and Educational Institutes with training in Banking, Insurance, and Communication skills

Professional Summary

Accomplished banking professional with 13 years of experience in Banking Industry, in operations, Sales Training, Client Relationship Management, and Compliance. Worked in leading financial institutions like ICICI Bank, Axis Bank, and HDFC Bank, as well as corporate training engagements with CIEL and Bajaj Finserv. Expertise in post-onboarding sales training, operational excellence, and compliance, with a proven track record in driving team performance and enhancing customer service standards.

Relevant Experience
Sales Training and Compliance Excellence

• Conducted onboarding and post-onboarding training for sales teams in branches, focusing on audit compliance, operational excellence, and customer service best practices. Delivered weekly sessions on new products, processes, and regulatory standards, significantly improving branch-level compliance and service quality.
• As a Branch Manager at HDFC, ICICI, and Axis Bank, designed and implemented training schedules to reinforce knowledge of financial products, sales processes, and audit protocols.
• Delivered comprehensive training in customer service excellence, introducing team members to industry trends such as NPS and KYC, enhancing customer onboarding processes and satisfaction.

Corporate Trainer (CIEL/Bajaj Finserv)

• Currently empaneled with CIEL as a Corporate Trainer for Bajaj Finserv, delivering customized training for banking, insurance products and soft skills. This includes process training, sales techniques, customer service strategies and communication skills at work place.

Branch Management and Sales Leadership

• Worked As AVP Branch Manager & managed branches with substantial portfolios, including a 350-crore book size at HDFC Bank, achieving and exceeding sales targets through strategic sales initiatives and staff motivation.
• Developed profitable client relationships and trained teams in relationship management, positioning the branch as a preferred destination for high-value clients, including HNI and corporate accounts.
• Pioneered compliance-focused training sessions, improving audit performance and operational standards within the branch network.

Additional Skills

• Strategic Training Design: Leveraged insights from sales and operational metrics to tailor training programs aligned with business objectives and market needs.
• Documentation and Reporting: Proficient in creating training reports and compliance documentation to ensure training effectiveness and adherence to audit requirements.
• Cross-functional Collaboration: Partnered with Compliance, Audit, and Product teams to stay updated on regulatory changes and incorporate these into ongoing training.

Work Terms

Online ( Anywhere) and offline ( India)

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