Anu Sobti Sondhi

Anu Sobti Sondhi

Trainer ,Team Leader

Followers of Anu Sobti Sondhi252 followers
location of Anu Sobti SondhiLondon, England, United Kingdom

Connect with Anu Sobti Sondhi to Send Message

Connect

Connect with Anu Sobti Sondhi to Send Message

Connect
  • Timeline

  • About me

    Sales Training Manager at Insurance Co.

  • Education

    • St. Joseph's Convent School

      -
      ICSE English,Science,Geography,History ,Maths
    • Guru Nanak Dev University

      1989 - 1994
      Graduate in Commerce (BCom) Business Studies,Economics & Accounting
    • Indira Gandhi National Open University

      2000 - 2001
      MBA Business Administration, Management and Operations
  • Experience

    • IRM Technologies Ltd.

      Sept 2001 - Apr 2006
      Trainer ,Team Leader

      • Started as a telesales executive then promoted to a team leader• Sales & customer service• Supervising and customer care with the team of 25 executives• Making various types of reports and verifying calls• Dealing with US /UK clients• Motivating and training team members and other trainees to achieve the company targets.• Recruited appropriate candidates & trained them on product & process of the company.

    • HFCL Infotel Ltd.

      May 2005 - Jun 2007
      Training & Business Coordinator

      • Worked closely with VP and senior management on different projects & managing interdepartmental coordination of sales, training & customer service at a zonal level which consisted of 6 Zones• Issuing training invites to the Employees & arranging required training as per the departmental needs• Managing & Administering the Logistics of the various training at all levels• Taking Feedback from the trainees as well as the trainers, and helping the departments to fill in the gap• Preparing MIS on a daily, weekly and monthly basis.• Analyzing reports and making PPTs and drafting plan of action for the sales & customer service department.• Training as well as coordinating with HO for the training need analysis (TNA) of the staff at the regional level. • Managed & Coordinated the networking of different departments Show less

    • ICICI Prudential Life Insurance Company Limited

      Jul 2007 - Feb 2013
      Training Manager

      • Taking care of the Learning & Development of entire sales team & financial advisors in the North region of the country. Conducting classroom delivery ,1-2-1 coaching & E-learning modules. • Coaching & Mentoring joint sales calls with the teams and giving them on the job training by selling the financial products & getting the client KYC documents checked, background checks, document retention and process management for areas of Investment Bank• Health & Life Insurance Training on Unit Linked investment, Pension & Annuity Plans, Tax Implications, Investment Product & Processes, Underwriting Procedures & documentations, Involved Preparation for Regulatory Insurance Exam, Regulatory Changes, Portfolio Management, Risk, KYC, AML & Compliance Trainings sessions• Building new opportunities; relationship meetings with Banks, Brokers and clients.• Day to day liaison with HR, AML compliance & operations teams in various matters• Built and managed the relationship with Brokers & Banks and maintained strong relationship to get the sales targets achieved.• Additional responsibility of Customer retention management (CRM)• Monthly review with the team with emphasis on their development to improve performance.• Preparation of monthly and quarterly reports• Coordinating the logistics of the trainings across the region and working closely with between different departments effectively • Strategic Planning – TNA (training need analysis) and conducting trainings. • Providing periodic summary of training for management review Show less

    • Approved Life Insurance Co.

      Mar 2014 - Apr 2014
      Sales Training Manager

      • Training sales guys on Life & Health Insurance products,• Conducting classroom delivery, one to one coaching & E-learning sessions. • Induction Training• Regulatory (FCA), Compliance, Underwriting, KYC needs of the Company• Soft skills, telephonic skills, customer service and selling skills. • Coaching/monitoring the sales and helping the teams to achieve their target.• Training need analysis (TNA) of the employees• Preparing content and methodology of training programs in liaison with sales• Providing periodic summary of training performance for management review Show less

    • The Adult College of Barking and Dagenham

      Feb 2021 - Jun 2021
      Project Coordinator

      Provide a wide range of training coordination to the L & D (EFE) project

    • University of London

      Sept 2022 - Jan 2023
      Registry & Assessment Officer

      • To provide support for University of London Worldwide assessment processes.• Worked with processing of UG and PG student of CS and DS registrations.

    • University of London

      Oct 2023 - now
      Assessment Officer
  • Licenses & Certifications

    • Commercial Banking in India

      NSEs Certification in Fianancial Markets
      Jan 2012
    • Investment Analysis & Portfolio Mnagement Module

      NSEs Certification in Financial Markets
      Dec 2010
    • AMFI- Mutual Fund Module

      National Stock Exchange Certification in Financial Markets
      Feb 2009
    • NSEs Certification in Financial Markets (NCFM)

      (NSE)National Stock Exchange,India
      Nov 2008
  • Honors & Awards

    • Awarded to Anu Sobti Sondhi
      Level 3 Award for Learning Support Practitioners City of London Corporation Oct 2015 Level 3 Award for Learning Support Practitioners is a Certificate awarded by City of London Corporation who attended the training & Passed it ,to be a Trainer /Facilitator .
  • Volunteer Experience

    • Facilitator for SpEC (ESOL)

      Issued by London Education Authorities Forum for Adult Education & Age UK Charity on Nov 2014
      London Education Authorities Forum for Adult Education & Age UK CharityAssociated with Anu Sobti Sondhi
    • IT Trainer (Voluntary)

      Issued by Frogley Sheltered Homes on Aug 2015
      Frogley Sheltered HomesAssociated with Anu Sobti Sondhi