
Karan Arora
Operations Assistant intern

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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 - 2017Bachelor of Commerce - BCom Business/Commerce, General 60%
Sri Ram Ashram Public School
2012 - 2014High school education Business/Commerce, General
Guru Nanak Dev University, Amritsar
2017 - 2019Mba Marketing and finance 72%
Experience

Reliance Mutual Fund
Jun 2018 - Aug 2018Operations 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 2019Agency 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 2022Assessing 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 2022Assistant product trainer
Dec 2019 - Jun 2022

Airtel
Apr 2022 - Nov 2024New 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 2024Sales Trainer
Apr 2022 - Nov 2024

PNB MetLife India Insurance Co. Ltd
May 2024 - nowSenior Training ManagerNew 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 AuthorityJul 2020.webp)
Nism
National Institute of Securities Markets (NISM)Aug 2020
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