Vikas Rao
Current
Training Consultant
Education
MBA/PGDM Marketing
Industry
Insurance
About Vikas Rao
A corporate Training Consultant. 10 years Exposure in the Financial Services and Insurance Industry
Vikas Rao ’s experience
Regional Mgr
at
HDFC Standard Life Insurance
, Delhi, INDIA
February 2007 – April 2009
Industry: Insurance
Functional area: Sales / BD
Manage & Lead a team of 20 Branch training officers. Training
Needs Analysis, Interpersonal Skills, COmmunication Skills, Sales
Skills, Train the trainer, content development, Training calendar
formulation for the region, recruitment, goal setting,
monitoring, feedaback, performance appraisal, coaching the team.
Ensured that the business objectives of the Training function
are met and overachieved. Supported the sales team in their
business endeavours.
Needs Analysis, Interpersonal Skills, COmmunication Skills, Sales
Skills, Train the trainer, content development, Training calendar
formulation for the region, recruitment, goal setting,
monitoring, feedaback, performance appraisal, coaching the team.
Ensured that the business objectives of the Training function
are met and overachieved. Supported the sales team in their
business endeavours.
Sales/ BD Mgr at ICICI Bank Ltd , Gurgaon, INDIA
August 2005 – February 2009
Led a team of 7 Financial Consultants, 3 Life Insurance Managers
to generate the Revenue Targets of the assigned Branches.
Relationship management with existing clients - managing their
portfolios, and acquiring new clients. Financial Planning of the
customers, advising retail investors - basket of Investment
products - Life Insurance, Mutual Funds, IPOs, Fixed Deposits,
Health Insurance
to generate the Revenue Targets of the assigned Branches.
Relationship management with existing clients - managing their
portfolios, and acquiring new clients. Financial Planning of the
customers, advising retail investors - basket of Investment
products - Life Insurance, Mutual Funds, IPOs, Fixed Deposits,
Health Insurance
Sales/ BD Mgr at HDFC STANDARD LIFE INSURANCE , Delhi, INDIA
October 2002 – August 2005
Recruit, Train and manage a team of freelance insurance advisors/
agents to sell Life Insurance Plans. Achieve the targets set.
agents to sell Life Insurance Plans. Achieve the targets set.
Vikas Rao ’s education
MBA/PGDM [Marketing],
Amity Business School (ABS), Jaipur [April,1999]
, Rajasthan, INDIA
L.Lb. [Law],
University of Delhi, Delhi [March,2005] , Delhi, INDIA
B.Tech/B.E. [Electronics & Communication],
Gulbarga University [April,1996] , INDIA
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