1. VIKASH ANAND Mobile: +91 9890653696 Email: anandamvikash1@yahoo.com
Seeking a dynamic, research oriented, learning environment to work with challenges and add
value to the organization.
CAREER SNAPSHOT:
11+ years’ experience in Product Development, Competitive Intelligence, Training and Investment
Analysis.
CORE COMPETENCIES
Product Development & Competitive Intelligence
⇒ Incorporate the objectives identified in the design phase for the product development in the system
⇒ Content Development of the new products
⇒ Analyze and Report data in a way that supports decision making
⇒ Analyzing latest marketing trends and tracking competitors ‘activities
⇒ Understanding of Insurance business from regulators and insurers perspectives and challenges
Training
⇒ Identifying training needs across levels through mapping of skills required for particular positions and
analysis of the existing level of competencies.
⇒ Conceptualizing & developing “Training & development” initiatives for improved productivity,
building capability and quality enhancement.
⇒ Creating and sustaining a dynamic environment that fosters development opportunities and motivates
high performance amongst team members.
⇒ Proactive planning for any special training programs, interventions and management development
program.
Investment / Portfolio Management
⇒ Monitoring clients’ portfolio performance, conducting profitability analysis, rendering sustained
advisory services for securing high ROI and increasing retention levels.
⇒ Mapping client’s requirements and providing them expert advisory services pertaining to selection of
the right product.
Career Recital
Canara HSBC OBC Life Insurance Co. Ltd. (Sept 2015- Till date)
Deputy Manager, Product Development
Job Description
⇒ Develop new products/propositions for various insurance needs through
research and market insights.
⇒ Conduct ongoing analysis of insurers existing product suite to assist in the identification
and evaluation of new product opportunities.
⇒ Prepare schedule for all major activities related to product development
Bajaj Allianz Life Insurance Co. Ltd (Jan 2014- Aug 2015)
Assistant Manager, System Integration & Product Development.
Job Descriptions
⇒ Design products with inputs / approvals from Product Approval Committee.
⇒ Responsible for managing product launch and product contents.
⇒ Preparation of strengthener contents with regards to new products.
⇒ Analyzing system gaps with respect to the set-up of the products.
⇒ Support other functions (new business, training, claims, underwriting, finance, customer service)
to ensure smooth functioning of launched product
⇒ Responsible for coordination with IT team.
⇒ Preparation of Benefit Illustration sheet filed to the IRDA
Assistant Manager, Competitive Intelligence (June 2011- Dec 2014)
Job Description:
⇒ Prepare Business Performance Report, Business Stability & Business Expense Report
⇒ Preparing monthly newsletter covers the activities happened in the financial sector
⇒ Quarterly update of fact sheet on insurer’s website.

2. ⇒ Collect new innovative product ideas & the product trends in the market.
⇒ Build a strong network with the employees located at different places.
ICICI Securities
Branch Manager (Jan 2011-May 2011)
Job Description:
⇒ To manage the centre profitability by increasing productivity and reducing the unnecessary expenses.
⇒ Ensure the productivity of Relationship manager as per the expectation of the company.
Max New York Life Insurance Co. Ltd. (June 2008 – Dec 2010)
Area Training Manager (Emerging Market) (Sept 09 – Dec 10)
Training Manager (DST Channel) (June 08 – Aug 09)
Job Description:
⇒ Identify gaps/area of improvement and roll out training programs for employee effectiveness.
⇒ Ensuring all training process are documented, circulated, implemented and adhered end to end
planning, scheduling and executing all regular training programs for employees & advisor.
⇒ Coordinating with the Sales Offices’ and Area office leadership for regular performance reviews
meetings and sharing of expectations and deliverables between the business managers and the
trainers.
⇒ Conducting TNA (Training Need Analysis) for trainers and for sales team.
⇒ To interact with Business partners during branch visits, and take their feedback around trainings,
trainer, content used for training, and highlighting the same to key stakeholders.
⇒ Ensuring time and duration adherence; internal and regulatory compliances in all the branches.
ICICI Prudential Life Insurance Co. Ltd. (July 2004 - May 2008)
Financial Service Manager (Jun 07 – May 08)
Financial Service Consultant (May 05 – May 07)
Banc assurance officer (July 04 - Apr 05)
JOB DESCRIPTION:
⇒ Handled a team of 12- 15 Financial Service Consultant.
⇒ Taking business responsibility of the assigned geographical area and prospecting new business.
⇒ Ensure referrals from the every person met.
⇒ Leading & monitoring performance of team members to ensure efficiency and meeting of targets.
⇒ Responsible for generating business from the channel “Wall street Finance & Bank of India” allocated.
ACHIEVEMENTS:
⇒ Student Member, Institute of Actuaries of India
⇒ Student Member, Institute of Actuaries of U.K.
ACADEMIA
⇒ MBA (Marketing) from, Pune University, 2004
⇒ B.Sc. (Math)
Certifications:
⇒ Level 1 Life Office Management Association (LOMA)
⇒ Associate, Life Office Management Association (LOMA)
⇒ Licentiate, Insurance Institute of India
⇒ AMFI – Association of Mutual Fund in India
⇒ Foundation Program on Stock Investing
IT SKILLS
⇒ Proficient in Excel, Word & Power Point.