Head , Zonal Training Academy, Content & Planning,Principal - Bima Jyoti & KAP
LIC Of India / Bajaj Allianz Life Insurance Co ltd
Total years of experience :28 years, 10 Months
• Sales / Training of Second line Managers/ Unit Managers / Staff /Advisors/ Bank Managers/ CIE’s / Specified Persons of Corporate Agents / Principal Officers of Broking Firms, Training Managers, etc.
• Planning & Performance Budgeting
• New Business Underwriting
• Policy Servicing incl. Claims Settlement
• Office Management
• Finance & Accounts
• Information Technology / Data processing
• Aspect Audit - Operational Offices, Controlling Offices &, Zonal Office.
Audit of implementation of Training Modules at Operations.
• Training - Content Development for Marketing force -ICs / SMs/Branch Heads/Divisional Heads &
for Operations & Administrative Personnel
• Training Support - Content/ Planning of Training Programs across all Levels for all Channels & Verticals.
• Training - Online- Pre Licensing/Renewal of License Training, the only one of its kind in the Industry Training/Assessment - In house Online Knowledge Assessment Portal
• Primary Educational Representative / Proctor - LOMA/LIMRA/ALU/III - Initiate & promote Tech.education. Conferred LOMA International Awards - Excellence in Education & Educational Achievement .
• Liaison for over six years with IRDA at the Level of Sr./Jt. Directors, OSD, Member-Life inconnection with Training aspects, Revision in Syllabus, Approval of Online Portals, etc /Insurance Institute of India/NSE.IT .
• Empanelment & Liaison with Training Partners -Online /Offline ATIs - India & Knowledge Partners - Overseas.
7/2008 & thereafter
•Head - Zonal Training Academy, Training Support / Content/ Planning, •Principal/ AVP Content- Bajaj Allianz Bima Jyoti - Online Pre Licensing Training Portal.Knowledge Assessment Portal(KAP)
• Primary Educational Rep; LOMA/LIMRA/ALU,
• Certified DNV Auditor - ISO Certification,
7/2006 to 7/2008 Sr. Manager - Content Development/ Training Audit, Bajaj Allianz Life Insurance Co. Ltd., HO, Pune
• Modules for Consultants & Unit Managers.
• Induction Modules for Branch/Area Heads developed.
• Induction Modules for Divisional Heads developed
• Exclusive Site for all Marketing Personnel for Technical & Soft Skills.• Audit of implementation of Training Modules at Operations.
• Liaison with Insurance Regulator/ Insurance Institute of India.
• Empanelment of Training Partners including ATIs
5/2005 to 7/2006 Selected as Div. Head -Bancassurance & Alternate Channel. LIC of India, Bangalore Div.-II
•Successfully managed a large number of over 250 outlets comprising of Bankers /Brokers & Corporate Agents. Had recorded a phenomenal growth.
5/2003 to 5/2005 SBM, LIC of India, Indiranagar Branch,
•Head of one of the most prestigious outlets.
•Performed exceedingly well on both the Administrative & Mktg .Fro
•First Operations Unit to be rated “Overall Excellent’ in Bangalore
•Model Operation’s Unit Award for TWO consecutive years.
•The Single Largest policy on a Child’s life ever marketed, which till date remains an All India Record
5/2000 to 5/2003 Elevated as SBM, LIC of India, St. Mark’s Road Branch, Bangalore.
•One of the most Prestigious Operations in the most Elite/Land mark commercial location of Bangalore.•One of the most Challenging assignments, where excellence achieved on Servicing & Marketing areas.•Had the opportunity to market some of the largest policies to HNI Clientele, KMI policies, Policies under Partnership Insurance / Employer -Employee Insurance.
5/1998 to 5/2000 Placed on the Marketing Side as BM, K R Pet, Mysore Div.
•Managed a mid sized Operations Unit in a rural area with the able support of 5 Officers, 12 Unit Managers/10 Supervisory Personnel / 25 Staff / 500 Advisors.•One of the most glorious phases of my career. For Two consecutive years, we were toppers in the Zone & were in the National Ranking on New Business Performance.
•The Operations Unit achieved highest service standards apart from being a trendsetter on various aspects.
6/1996 to 5/ 1998 Returned to Operations- HOD, LIC of India, KR Nagar, Mysore Div.•One of the pilot Branches earmarked for the implementation of Front End Operations.•HOD of Policy Servicing Department inclusive of Claims. Associated with Underwriting
•Finance & Accounts, Office Management, Set new service Standards in the settlement of Claims & settled over 6000, O/sNil.
5/1994 to 6/1996 Elevated & Posted as Internal Auditor, LIC of India, ZO, Chennai.
•The assignment involved aspect audit of all departments of an Operations Unit.•The task also involved audit of all the departments of Controlling Offices apart from the Prestigious, Special task of auditing a Zonal Office.•During this two year tenure, had the opportunity to carry out aspect audit of over 50 Branches, Two Controlling Offices & a Zonal Office.•The job also involved surprise check of Operational Units. Auditing of the Engineering Unit.Had the opportunity of preparing a manual for auditing this Department.
3/1990 to 5/1994 HOD New Business Underwriting, Policy Servicing, Claims, Office Services, Finance & Accounts, LIC of India, Vallioor
8/1989 - Joined as a Direct Recruit Officer, LIC OF INDIA
6/1984 to 8/1989
•Travel & Transportation, NITCO GROUP.
•Travel & Transport; Transportation Logistics, Air Ticketing & Fare Construction.
•Marketing - Non-Ferrous Alloys & Fluxes, COOKSON GROUP; Mktg. of Solders, Brazing Alloys, Fluxes, Aluminum Alloys.
•Banking - M/s BANK OF BARODA: Sanction/Recoveries of Advances, Mobilization of Various Deposits, Finance & Accounts.
5/2005 to 7/2006 Selected as Div. Head -Bancassurance & Alternate Channel. LIC of India, Bangalore Div.-II
• Successfully managed a large number of over 250 outlets comprising of Bankers /Brokers & Corporate Agents. Had recorded a phenomenal growth.
5/2003 to 5/2005 Sr. Branch. Manager, LIC of India, Indiranagar Branch, Bangalore
• Head of one of the most prestigious outlets.
• Performed exceedingly well on both the Administrative & Marketing Front.
• First Operations Unit to be rated "Overall Excellent' in Bangalore City.
• Model Operation's Unit Award for TWO consecutive years.
• The Single Largest policy on a Child's life ever marketed, which till date remains an All India Record
5/2000 to 5/2003 Elevated as Sr. Branch Manager, LIC of India, St. Mark's Road Branch, Bangalore.
• One of the most Prestigious Operations in the most Elite/Land mark commercial location of Bangalore.
• One of the most Challenging assignments, where excellence achieved on Servicing & Marketing areas.
• Had the opportunity to market some of the largest policies to HNI Clientele, KMI policies, Policies under Partnership Insurance / Employer -Employee Insurance.
5/1998 to 5/2000 Placed on the Marketing Side as Branch Manager, LIC of India,
K R Pet, Mysore Div.
• Managed a mid sized Operations Unit in a rural area with the able support of 5 Officers, 12 Unit Managers/10 Supervisory Personnel / 25 Staff / 500 Advisors.
• One of the most glorious phases of my career. For Two consecutive years, we were toppers in the Zone & were in the National Ranking on New Business Performance.
• The Operations Unit achieved highest service standards apart from being a trendsetter on various aspects.
6/1996 to 5/ 1998 Returned to Operations- HOD, LIC of India, KR Nagar, Mysore Div.
• One of the pilot Branches earmarked for the implementation of Front End Operations.
• HOD of Policy Servicing Department inclusive of Claims. Associated with Underwriting
• Finance & Accounts, Office Management, Set new service Standards in the settlement of Claims & settled over 6000, the outstanding being- Nil.
5/1994 to 6/1996 Elevated & Posted as Internal Auditor, LIC of India, ZO, Chennai
• The assignment involved aspect audit of all departments of an Operations Unit.
• The task also involved audit of all the departments of Controlling Offices apart from the Prestigious, Special task of auditing a Zonal Office.
• During this two year tenure, had the opportunity to carry out aspect audit of over 50 Branches, Two Controlling Offices & a Zonal Office.
• The job also involved surprise check of Operational Units. Auditing of the Engineering Unit
• When I had the opportunity of preparing a manual for auditing this Department.
5/1992 to 5/1994 HOD New Business Underwriting, Policy Servicing, Claims, Office
Services, Finance & Accounts, LIC of India, Vallioor
5/1991 to 5/1992 HOD New Business Underwriting, Claims & Policy Servicing. LIC of India, Vallioor
3/1990 to 5/1991 HOD New Business Underwriting, Marketing dept. (Admn.) . LIC of India, Vallioor
• The four year assignment involved Underwriting of over 25000 life proposals, apart from issue of Policy Documents, liaison with Medical Referees, Training of Marketing Team members,
• Performance Appraisal of Dev, Officers, entire gamut of Policy Servicing including settlement of Claims,
• Office Management, Finance & Accounts
8/1989 - Joined as a Direct Recruit Officer, LIC OF INDIA
6/1984 to 8/1989
• Travel & Transportation, NITCO GROUP.
• Travel & Transport; Transportation Logistics, Air Ticketing & Fare Construction.
• Marketing - Non-Ferrous Alloys & Fluxes, COOKSON GROUP; Marketing of Solders, Brazing Alloys, Fluxes, Aluminum Alloys.
• Banking - M/s BANK OF BARODA: Sanction/Recoveries of Advances, Mobilization of Various Deposits, Finance & Accounts.
• Bachelor of Arts, University of Mysore. • Dip. In Air Ticketing & Fare constn. - KIATA. • Dip. In Tech. Trade – NCTVT.
• Manual on Auditing of Engineering Dept. at Zones/HO. • Editor – House Magazine. ADDITIONAL / PROFESSIONAL ACTIVITIES • Guest Faculty at B- Schools., • Guest Faculty at Bank Training Programmes – Officers/ Staff. • Member Panel discussions B-Schools, • Member, Selection / Promotion Committees for various Cadres. • Certified DNV Auditor – ISO Certification • Primary Educational Representative / Proctor – LOMA/LIMRA/ALU. PROFESSIONAL MEMBER Insurance Institute of India. Formerly Past President / Secretary, Rotary Club of Vallioor. Innumerable Awards/ Citations received for excellence achieved on the Marketing & Administrative Front. Awarded LOMA International Awards -2012 – Excellence in Education & Education Achievement Award. Close knit Family, Ever supportive Spouse - Mrs. Rashmi Rajkumar - Academician & Sonia - a Lovely Daughter. CURRENT CTC • Salary -> Rs 18.0 Lacs + Bonus -> Rs. 3.5 t0 4.0 Lacs + LTIP -> Rs.6.0 lacs/pa (accrual payable/three years) • GT Life Cover -> Rs 18 Lacs + GPA-> Rs 7.5 Lacs + Mediclaim ->Rs 10 Lacs / Family, etc.
Short Term Diploma in Air Ticketing & Fare Construction
• Dip. In Tech. Trade - NCTVT. PERSONAL