
Anu Sobti Sondhi
Trainer ,Team Leader

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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 - 1994Graduate in Commerce (BCom) Business Studies,Economics & Accounting
Indira Gandhi National Open University
2000 - 2001MBA Business Administration, Management and Operations
Experience

IRM Technologies Ltd.
Sept 2001 - Apr 2006Trainer ,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 2007Training & 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 2013Training 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 2014Sales 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 2021Project CoordinatorProvide a wide range of training coordination to the L & D (EFE) project

University of London
Sept 2022 - Jan 2023Registry & 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 - nowAssessment Officer
Licenses & Certifications

Commercial Banking in India
NSEs Certification in Fianancial MarketsJan 2012
Investment Analysis & Portfolio Mnagement Module
NSEs Certification in Financial MarketsDec 2010
AMFI- Mutual Fund Module
National Stock Exchange Certification in Financial MarketsFeb 2009
NSEs Certification in Financial Markets (NCFM)
(NSE)National Stock Exchange,IndiaNov 2008
Honors & Awards
- Awarded to Anu Sobti SondhiLevel 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
Associated with Anu Sobti SondhiIT Trainer (Voluntary)
Issued by Frogley Sheltered Homes on Aug 2015
Associated with Anu Sobti Sondhi
Languages
- enEnglish
- hiHindi
- puPunjabi
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