Karan Arora

Karan Arora

Operations Assistant intern

location of Karan AroraAmritsar, Punjab, India

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  • Timeline

  • About me

    Senior Training Manager|| L&D|| Insurance Trainer|| product trainer ||Training || Axis bank || Branch Relationship officer || apollo Munich Health Insurance || Reliance Assest and Nippon Company ||

  • Education

    • Dav collage

      2014 - 2017
      Bachelor of Commerce - BCom Business/Commerce, General 60%
    • Sri Ram Ashram Public School

      2012 - 2014
      High school education Business/Commerce, General
    • Guru Nanak Dev University, Amritsar

      2017 - 2019
      Mba Marketing and finance 72%
  • Experience

    • Reliance Mutual Fund

      Jun 2018 - Aug 2018
      Operations Assistant intern

       Knowledge regarding the sip  handling day to day branch operation  handling queries and providing appropriate solutions Monitors mutual fund orders to ensure they comply with individual fund and company policies Interact with mutual fund board, transfer agent and distributor on Boston Partners mutual funds Interacting with mutual fund board, transfer agent and distributors on mutual funds Reports directly to the VP of Investment Marketing to ensure consistency and execution of brand and communication strategy for all mutual fund products across the Investment business Specifically develop annual strategic marketing plans for mutual fund products, including strategic briefs and objectives for targeting existing and new markets Work closely with Digital Marketing Strategy teams and provide input for digital-specific strategies for Mutual Fund products Coordinate with product management, sales and Client Relationship Development teams to align on positioning for new product launches and ensure the delivery of consistent, compelling and relevant mutual fund product branding, communications, and concepts Develop and refine annual marketing budget for mutual fund marketing activities Stay current with external market trends and marketing efforts to identify industry best practices across the mutual fund space and react appropriately to the competitive environment Process entries to Trust, G + and BaNCS systems pertaining to Pooled / Mutual fund activities (daily trading, distributions) Show less

    • Apollo Munich Health Insurance Company Ltd.

      Jun 2019 - Oct 2019
      Agency Development Manager intern

       Creating leads regarding the potential clients  Creation of an advisor for the company  Relationship building with the advisors  Training and business development of advisors Developing marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones Breeding productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etc. Evaluating business or individual customers’ needs and financial status and proposing protection plans that meet their criteria Show less

    • Axis Bank

      Dec 2019 - Jun 2022

      Assessing training needs: Conducting training need analysis and determining the most effective training methods to develop and manage the Banking products and competency-based assessment programsDeveloping training programs and content: Manage training materials development and new learning and delivery methods, working with operations and leadership.Training Deliveries: Conducting training sessions and delivering training content through various methods, such as instructor-led sessions, e-learning, on-the-job training, workshops, refreshers, LMS base, personal development, leadership training, TTT training, etc.Performance Management: Assessing the effectiveness of training programs, TNE (Training Need Evaluation), and making necessary changes to improve employee and team learning outcomesManaging resources and budgets: Managing the training budget and team, identifying appropriate training materials and resources, and coordinating with trainers and vendors Show less  Plan and oversee ongoing support for existing accounting processes/systems Be empowered to be the voice and face of Retail Bank Accounting Maintain a control based mindset to ensure accurate financials for the Retail Bank Partner with the Retail project Agile teams Gain a deep understanding of the business intent driving projects and deliverables to identify previously unknown business needs and opportunities to gain process and system synergies With “big picture” in mind, identify impacts and risks that projects and initiatives may pose to other areas of the organization (SEC, REG, Settlements and Reconciliations etc) Identify and communicate dependencies and appropriately escalate concerns/opportunities to Accounting leadership Show less

      • Deputy Product Trainer

        Apr 2022 - Jun 2022
      • Assistant product trainer

        Dec 2019 - Jun 2022
    • Airtel

      Apr 2022 - Nov 2024

      New Hired Training: Onboarding training, induction, and process training for new membersAssessing training needs : Conducting training need analysis and determining the most effective training methods to conduct training programsBottom Performance Management: Identifying bottom performers, and conducting training sessions through various methods, such as instructor-led sessions, e-learning, on-the-job training, etc.Performance Evaluations : Assessing the effectiveness of training programs and evaluating the performance of to measure training impact through assessment and sales performanceCoaching and Feedback: Providing constructive feedback and mentoring support to trainees, guiding their learning progress, and helping them apply acquired skills. Show less New Hired Training: Onboarding training, induction, and process training for new membersAssessing training needs : Conducting training need analysis and determining the most effective training methods to conduct training programsBottom Performance Management: Identifying bottom performers, and conducting training sessions through various methods, such as instructor-led sessions, e-learning, on-the-job training, etc.Performance Evaluations : Assessing the effectiveness of training programs and evaluating the performance of to measure training impact through assessment and sales performanceCoaching and Feedback: Providing constructive feedback and mentoring support to trainees, guiding their learning progress, and helping them apply acquired skills. Show less

      • Training Manager

        Sept 2022 - Nov 2024
      • Sales Trainer

        Apr 2022 - Nov 2024
    • PNB MetLife India Insurance Co. Ltd

      May 2024 - now
      Senior Training Manager

      New Hired Training: Onboarding training, induction, and process training for new membersAssessing training needs : Conducting training need analysis and determining the most effective training methods to conduct training programsBottom Performance Management: Identifying bottom performers, and conducting training sessions through various methods, such as instructor-led sessions, e-learning, on-the-job training, etc.Performance Evaluations : Assessing the effectiveness of training programs and evaluating the performance of to measure training impact through assessment and sales performanceCoaching and Feedback: Providing constructive feedback and mentoring support to trainees, guiding their learning progress, and helping them apply acquired skills. Show less

  • Licenses & Certifications

    • Irda certified

      Insurance Regulatory and Development Authority
      Jul 2020
    • Nism

      National Institute of Securities Markets (NISM)
      Aug 2020