Trainer: Leadership Training/ Sales Management Training / Soft Skills Training /Behavioral Training
Domain Training: Retail Banking, Financial Services (Mutual Funds/Equity), Wealth Management, Private Banking and Life & Non-Life Insurance. Have been conducting training programs for Wealth Management/Private Banking/Insurance /Mutual Fund Certifications courses
Training conducted for firms like : State Bank of India / ICICI Bank / IDBI Bank/Bank of Baroda / Federal Bank / Vijaya Bank / Laxmi Vilas Bank / Bank of Maharashtra /PriceWaterHouseCoopers (PWC) – SIDBI /Indian Overseas Bank /Punjab National Bank Housing Finance Ltd  / IDFC Bank / LIC of India / JanaKalyan Sahakari Bank /  Kurla Nagrik Sahakari Bank , CAMS /  Shapoorji Pallonji & Co / CitizenCredit Co-op bank ,for Castrol Oil, IBS – Digital Marketing Firm and many more..

As a trainer have trained more than 12000+ professionals & have gained more than 15000 hrs. of corporate training delivery experience. Training conducted across levels -AGM/DGM/Regional Managers/Cluster Managers/ Branch Managers/ Functional Managers / Officers & Clerical Staff.

Have conducted program for CFP*/CWM certification. Have trained 750+ Mutual Fund (VA) advisors to clear their NISM certification (VA).

Empaneled with American Academy of Financial Management (which runs Chartered Wealth Manager ® CWM® certification course in India )(AAFM India -  FLAB India) on the panel of qualified trainers with varied rich experience for Investor Awareness Programs.

Behavioral Certifications
  • Certified NLP Practitioner
  • Certified Psychometric Assessor - Certified DISC Practitioner – Extended DISC
  • Diploma in Psychology – Alison
  • Access Consciousness Bars Practitioner
  • Certified Life Coach
  • Certified Business & Life Coach
Financial Certifications
  • NISM : – Level 2 & Level 1 Investment Adviser Certification Examination– November 2018 (First Attempt)
  • NISM – Series VC –Mutual Fund Distributors (Level 2) Certification Examination ( 2019) – 78%
  • NISM-Series-XVIII: Financial Education Certification Examination (96%)(2019)
  • NISM – Retirement Adviser Exam - December 2018
  • NISM – VA Mutual Fund Distribution -September 2018 – 85% - Mutual Funds- AMFI-( Mutual Fund advisors) from NSE (NCFM)*March 2006
  • NSE ( NCFM) - Financial Markets
  • NSE (NCFM) (OCT 2007) – Derivatives Modules (Dealers)
  • Futures and Options Derivatives certification -   from Inter-Connected Stock Exchange of India ltd (March 2006)
  • IRDA LICENCE (Life Insurance)
  • CFP(US)- Enroll for Challenge Status Exams
External Trainer

All training Conducted as an External Trainer

As an external trainer have trained more than 12000+ professionals & have gained more than 12000 hrs. of corporate training experience. My training programs have been accepted and appreciated by various corporate due to which I have always conducted multiple training programs for all the firms that I am associated with

My strong Business orientation along with my Search experience gives me an understanding of Business issues - human as well as system issues, which I try to resolve with my training intervention which is based on storytelling / drama / videos and is highly interactive

My training program is culmination of my varied experience which I try to impart in most easy & dramatic way to the participants. As I have conducted training programs across firms, my understanding about different organizational cultures/ diversity in organizations have grown exponentially over the years, which helps me to design, develop and implement learning solutions across all levels and it does not remain as knowledge but they are able to apply it to clear people and business issues that leads to the growth of the organization with visible results.

Based on my past practical experience have developed good domain understanding of following sectors:

  • BFSI – Banking/Financial Services & Insurance
  • FMCG
  • Logistic
  • Real Estate
  • Education
  • Media
  • Legal

Have conducted multiple programs for firm like:

  • ICICI Bank, State Bank of India, Bank of Baroda, IDBI Bank, Bank of Maharashtra, Fedral Bank, Indian Overseas Bank, LIC,
  • PNB Housing Finance, LIC Housing Finance, Laxmi Vilas Bank, IDFC Bank, Vijaya Bank, Janakalyan Sahakari Bank, KNS Bank,
  • Citizen Credit Co Op Bank, SIDBI Bank, Bajaj Finserv, Shapoorji Pallonji, Castrol, Pladis, CAMS, IBS, PWC & Many More...
Bank of Baroda
Bank of Baroda
Bank of Maharashtra
Citizen Credit Co-operative Bank - Branch Managers Program
Citizen Credit Co-operative Bank - Branch Managers Program
Federal Bank - Large Corporates
IBS Digital Marketing
ICICI Bank - Advance Branch Leadership Program - Punjab Region
ICICI Bank - Advance Branch Leadership Program for Branch Managers at Khandala
ICICI Bank - Advance Branch Leadership Program for Branch Managers at Khandala
ICICI Bank - Advance Branch Leadership Program for Branch Managers at Khandala
IDBI Bank - Branch Managers/ Asst. Managers / Officers
IDBI Bank - Branch Managers/ Asst. Managers / Officers
Laxmi Vilas Bank - Branch Managers Program
Laxmi Vilas Bank - Branch Managers Program
LIC Housing Finance - Management Development program
LIC Housing Finance - AO/AAO - Administrative Officers
LIC Housing Finance - AO/AAO - Administrative Officers
Pladis - Western Region Sales Team
Shapoorji & Pallonji - Leadership Development Program - AGM/DGM
State Bank of India - Branch Managers / Mortgage Department personnel
State Bank of India - Branch Managers / Mortgage Department personnel
Across Sectors - FMCG / Infrastructure / Oil & Gas / Digital Marketing / Online Trade Sector
  • Shapoorji Pallonji & Co Ltd (Infra Sector)( Leadership Advancement Program  for their AGM / DGM – Civil Engineers)
  • Pladis – (FMCG sector)( Earlier United Biscuits – Brands like McVitie’s , Godiva, Ulker etc)– Sales Capability Development Program for Territory Sales Managers / Area Sales Managers (CEO & Head HR were also sitting in the program)Outline - Managing Self & Team - Managing The Sales Call - Managing Merchandizing-Managing Territory and Business - Managing and Leveraging Distributors - Managing Accounts
  • For Castrol Oil (Oil & Gas sector ) – Field Sales personnel
  • IBS – Digital Marketing Firm etc (Online Marketing / Digital Firm – Modern Trade)
Banking Sector Training
8000+ personnel trained from Banking Sector
  • State Bank of India – Marketing for Chief Managers / Dy Managers/ Asst Managers/Clerical (Mortgages department)
  • ICICI Bank – Leadership Advancement Program – Cluster Branch Managers / Branch Managers /Officers / Dy Managers/ Asst Managers (Sales Management Programs plus  Value Banker Program / Privilege Banker / Mortgages Program / Retail Assets / Products) (70+ batches. Have trained 500+ branch managers of ICICI bank (pan India) on various topic including Life Insurance.
  • IDBI Bank (Branch Managers / Managers / Chief Managers – Various Soft skills / Behavioral programs / Motivational Programs  ) (30+ batches)
  • Bank of Baroda (Soft Skills / Customer Service / Sales / Motivational / Products ) – 30+ batches (1 batch = 3 days)
  • Federal Bank (Managers)– Large Corporate Group – Asset /FX– Sales Management Program.
  • Vijaya Bank – Officers (Customer Service / Sales/ Motivational Programs)
  • Laxmi Vilas Bank  - For all Branch Managers – Management Development Program
  • Bank of Maharashtra (Soft Skills & Behavioral programs)
  • Indian Overseas Bank – Soft Skills / Behavioral & Motivational programs for Clerical staff.
  • IDFC Bank – Business Banking – Sales Management & Behavioral Program
  • PriceWaterHouseCoopers (PWC) – SIDBI (Bank Managers of PSU banks – Motivational Program
  • CitizenCredit Co-op Bank - Management Development Program for all Branch Managers of the bank.
  • JanaKalyan Sahakari Bank (AML / KYC/ Motivational Programs)
  • Kurla Nagrik Sahakari Bank
NBFC Sector
  • LIC Housing Finance – Management Development programs for their Administrative Officer(AO )/Asst. Administrative Officer (AAO) (Pan India)
  • Punjab National Bank Housing Finance Ltd (Sales Management Program)
Life Insurance Sector Training
  • LIC of India (In the year 2001-2002) – Have trained more than 1000 Life Insurance Advisors/Agents - Sales Training - Human Life Value. Underwriting Concepts, Life Insurance Products, Motivational & Behaviour skills program / Communication skills, Law of Insurance, Contract Act, etc
Mutual Funds Sector Training
  •  CAMS – Mutual Fund (NISM & Sales Management Programs) (for DSP Blackrock Asset Management Company & ICICI Prudential Asset Management Company)
  • Have trained 500+ Mutual Fund advisors to clear their NISM certification (VA)
Management Development Program: Business Acumen /Leader and Transformational Leadership / Team Building for Organizational Excellence / Strategic Sales Management / Negotiation Skills and Key Account Management / Goal setting / Prioritizing, Planning & Organizing  /Coaching & Mentoring etc
Behavioral Programs: Team Building / Managerial Skills/ Time and Stress Management/ Change Management/Dealing with change / Success through Positive Mental Attitude/ Interpersonal Skills/ Mind Control Skills / Mindfulness/ Problem Solving / Conflict Resolutions/ Motivational and Attitudinal Workshop / Cross cultural / Diversity  etc
Soft Skills Programs : Communication skills - Written & Verbal (For all levels)/ Business Etiquette / Dealing with people/ Emotional Intelligence / Customer Delight / Personality Development/ High Impact Presentation Skills / Negotiation skills / Public Speaking / Supervisory Skills/ E-mails and mobile manners/ Group Discussions and Personal Interviews etc

Financial Domain Training programs conducted:
Banking Domain – Retail Banking – Assets & Liabilities(CASA)  / Corporate Banking / Business Banking /MMSE / Rural Banking / Trade Finance / Mortgages / Risk Management / NRI Services
Insurance – Life & Non- Life
Capital market services
Investment Banking – Debt Syndication / Private Equity
Wealth Management / International Private Banking / Broking / Mutual Funds / KYC / AML / Working Capital  Direct Equity – India /Portfolio Management Services / Offshore Equity /Bonds(Emerging Markets Bonds)/Leveraging on equity and other leveraged products /Mutual Funds (Indian and offshore $ based)/Equity investment for NRI/PIO as well as non Indian origin through offshore route - Mauritius or Cayman island/Hedge Funds/Corporate Structure offshore/Forex Products /Structured products /Credit for SME/Builders /Loan/Overdraft against Deposits/FMP/Equity/SBLC /Project Loans / Corporate finance /IPO funding /Trust Formation /REITs’ / Venture Funding / Secondary Market – Block Deals / Project Marketing – Real Estate

  • Awarded Best Trainer among the Best.
  • Exposure & Understanding of different Organizational cultures & diversity.
  • Unique distinction and achievement for me is that I am one of the very few Corporate Trainers in India who have trained employees of three of the top Big Four banks of India - State Bank of India, Bank of Baroda and ICICI Bank.
  • Exposure to training personnel across all levels of Public Sector Bank, Private Sector Bank and Co-operative Banks.


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