Talk to sales Try for Free
Swapnil Shah

Swapnil Shah

Medical Representative

Followers of Swapnil Shah2000 followers
location of Swapnil ShahMumbai, Maharashtra, India

Connect with Swapnil Shah to Send Message

Connect

Connect with Swapnil Shah to Send Message

Connect

  • Timeline

  • Skills

    Training
    Financial planning
    Strategic financial planning
    Soft skills
    Insurance
    Performance management

  • About me

    15 + years of Experience in Marketing, Team management and Sales Training in Insurance and financial sector. Qualified with III Associate and CFP from FPSB India.

  • Education

    • Insuance institute of India

      -
      Associate of Insurance Institute of India

    • FPSB INDIA

      2016 - 2016
      CFP Financial Planning and Services

    • Insurance Institute of India

      2009 - 2010
      Associate Insurance

      Activities and Societies: completed Associate Exam in May 2011 & Associate Financial Planner-AFP (FPSB India)

    • Smt S.S.Patil Institute of Technology

      1992 - 1994
      D. Pharmacy Pharmacy

      Activities and Societies: After 10th took admission to Diploma in Pharmacy in Chopda Jalgaon

    • Bharat English School---Pune

      1982 - 1992
      S.S.C English, Physics, Maths, Marathi, Sanskrit

    • North Maharashtra University

      1995 - 1999
      B.Pharmacy Pharmacy

      Activities and Societies: R.C.Patel college of Pharmacy - Shirpur, Dhule

  • Experience

    • Ranbaxy

      Dec 2000 - Mar 2006
      Medical Representative

      Started career with Ranbaxy - Crossland division in pune HQ.2003 Achieved the YTD target & qulified for 1st International convention. June 2004 visited & felicited by HOD sales in Singapore ...

    • Stiefel, a GSK company

      Apr 2006 - Mar 2007
      Area Manager - Pune

      Worked as Area Manager in Pharma company having 6 medical representatives reporting to me & covering Pune, Kolhapur, Goa, Aurangabad & Nasik areas

    • ICICI Prudential Life Insurance Company Limited

      Apr 2007 - Apr 2008
      Manager Priority Circle

      Sourcing Insurance & related business of HNI Client for IPRU.

    • HDFC Life

      Mar 2008 - Feb 2009
      BRANCH MANAGER --Shirdi

      Team & Performance Management

    • Tata AIA Life Insurance

      Feb 2009 - Aug 2011
      Cluster Training Manager

      Join in Feb 2009 as Branch Training Manager... Promoted to Cluster Training Manager in month of April 2010. Now looking into Skill Development Training for Sr. Advisors & Unit Manager Induction & saling Skills...Also Cleared Licenciate & Associate till date & AFP (FPSB India)

    • Tata AIA Life Insurance

      Dec 2014 - Apr 2021

      Managing team of 11 Training Manager supporting different banca channels like HDFC, Indusind, DBS, Broka partners & Citibank. Managing ROMG training requirements for Bankassurance Channel.

      • Regional Training Manager

        Apr 2017 - Apr 2021

      • Training Manager

        Dec 2014 - Mar 2017

    • 1to1help.net

      Apr 2021 - Jun 2023
      AVP West Training Head for Bancassurance

    • Tata AIA Life Insurance

      Apr 2023 - now
      Senior AVP Alternative Channel Training Delivery- North, East & West

  • Licenses & Certifications