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Oakwood Training Venturesâ„¢




Training, the way you want it…
Oakwood Training Venturesâ„¢ was established in February 2011 by Saurav Das, who was later joined by Kunal Vijayakar,
Shailesh Thakur and Abhinav Sharma, three very young, well-qualified and dynamic individuals who add value to the
overall business of corporate training. The trio is advised by Mr. Omar N. Maner, a seasoned human resource professional and
the global delivery head of a multinational software company; and Mr . S. S. A. Zaidi, a banking veteran and one of the co-
founders of Oakwood Training Venturesâ„¢.

Since inception, Oakwood Training Venturesâ„¢ attracted talented senior trainers and industry professionals for various training
programmes in banking, finance, and generic domains. We continue to receive applications almost every day but we choose to
empanel a few professionals .

Our focus has been cost effective, high-value, training solutions for cooperative banks with the ultimate objective of being a
strategic consulting firm for cooperative and private banks; and a national training institute for banking training over the next
few years.

Oakwood Training Venturesâ„¢ has also catered to larger private players for Finance training, Leadership and Teamwork
training, Outbound Management programmes, mostly in 2012, and continues to prepare itself for larger assignments and roles
in the days to come.

Although we come across as a Banking and Finance training firm, we certainly have distinguished competency in other
domains as well. Our next slide highlights some of our programmes.

If not, we are all about creating exceptional experiential learning from the scratch!


About us
Training, the way you want it…
Finance for Non-Finance    Finance for Non-Finance    Working Capital              Credit Rating, Analysis     Treasury Management
Execs. (Entry Level        Execs.                     Management                   and Research                and Risk Mitigation
professionals)             (Sr. Managers / Unit
                           Heads)

Project Finance            Derivatives for Managers   Planning and                 Equity Analysis             NRI Banking and NRI
                                                      Performance Budgeting                                    Customer Relations

Retail Banking             Customer Relations &       Recovery and Collection      Credit Management /         Investment Banking
                           Customer Satisfaction      (SARFESI)                    Credit Invest. and report
                                                                                   preparation

Compliance and             Anti-Money Laundering      Corporate grooming and       Asset and Liability         Branch Banking /
Statutory Requirements     & Prevention / SEBI        professional etiquette for   Management / Business       Operations
                           guidelines                 managers / sr. execs.        Development

Legal Aspects of Banking   IMB Services               Financial Inclusion in       Wealth Management           Mutual Funds / Debt
                                                      Banks                                                    Products

Communication and          Forex Management           Business Law                 SSI and SME advances        NABARD and RBI
Customer Service                                      specializing in Contracts                                Refinance

Conflict Management for    Mentoring for senior       Sales training : Pharma,     Effective Communication     Business writing skills
managers and executives    management                 FMCG and corporate           / Presentation Skills
                           professionals              sales

Interviewing skills for    Break-free Moments in      Wine-&-Cheese Tasting
HR Executives / Project    Mumbai and elsewhere       Events / with Fine Dining
Managers (IT sector)       (MICE)                     Skills




Some of our training modules…
Training, the way you want it…
We started it!
i.     Mr. Saurav Das – Co-Founder & Head – Business Development
ii.    Mr. Kunal Vijayakar – Co-Founder & Head of Corporate Communications
iii.   Mr. Shailesh Thakur– Co-Founder & Head – Break Free Moments (MICE Initiative)
iv.    Mr. Abhinav Sharma – Lead Coach – Finance / Credit Rating & Member – Founding Team
v.     Mr. Omar N. Maner – Advisor & Member – Founding Team
vi.    Mr. S. S. A. Zaidi – Advisor – Banking Training & Member – Founding Team




The Founding Team
Training, the way you want it…
1) Mr. L. Lakshman – CRM, ALM, IMB Services, Financial inclusions in banks, Legal aspects, IT implementation, ex-Canara
   Bank. Hyderabad
2) Mr. A. Sharma – Credit Rating, Analysis, FNFE, etc. - Mumbai
3) Mr. J. Shirali – Equity markets, Mutual funds and debt products, Wealth management. BSE faculty, Mumbai
4) Ms. N. Pistawala – Soft skills, Communications, and Behav. Trainer, Navi Mumbai
5) Mr. G R Rao – Forex management, Credit management, Ex-Bank of India Management Dev. Inst. - Navi Mumbai
6) Mr. S. Guha – Formerly with SBI Staff Training College, Guwahati, now in Kolkata
7) Ms. S. Shah – Banking Audit, Operations, and Basic Banking in Pune
8) Prof. G. S. Chhatwal – Banking Laws, Management of Currency Chests, Letter of Credit, Advances to SSI and SME,
   NABARD and RBI refinance, Finacle 7.0, Direct and Indirect Agr. Finance, Ratios, etc. - New Delhi
9) Mr. P. Khandelwal – Retail Sales, Debt Recovery Training, Communicative English with Min. of Rural Dev. - Nashik
10) Ms. G. V. Karkera – Retail Banking, ALM, Credit Management, Branch Ops, Process Compliance and Control, with a leading
   private bank in Mumbai. Prior UCB exposure.
11) Mr. S. Pal – Ex-Head of Operational Risk, Private Banking Division, Standard Chartered Bank - Mumbai now in Kolkata
12) Mr. J. Menezes – Credit Management, Risk Management, Collections and Central Coordination with a leading private bank.
   Prior UCB exposure.
13) Mr. S. Jayaraman – NRI Banking, CAIIB / JAIIB coaching, senior banking consultant at Oakwood Training Ventures™ -
   Mumbai
14) Mr. S. Bendigeri – general banking training based on exposure at national level across regions, ex-Canara Bank, currently
   senior banking consultant at Oakwood Training Venturesâ„¢ - Mumbai




Our Training Panel
Training, the way you want it…
Workshop on Stress Management for Housewives

Participants: 06

Facilitator: Ms. Poonam Hans




Our 1 st Public Workshop
Training, the way you want it…
Two-day Workshop on Finance for Non-Finance Executives

Participants: 26

Facilitator: Dr. Dilip Pandit




Our 2 nd Public Workshop
Training, the way you want it…
Workshop on Customer Satisfaction for Bankers from
                                 UCBs

                                 Participants: 31 Officers and Clerks

                                 Facilitator: Mr. S. S. A. Zaidi




Our 3 rd Public Workshop
Training, the way you want it…
Workshop on Finance for Non-Finance Executives for a leading chemical company in Mumbai

Participants: 16 Unit Heads

Facilitator: Mr. Abhinav Sharma




Our 4 th Corporate Workshop
Training, the way you want it…
Workshop on Attitude Building and Preparation for Business Development for a leading
 Cooperative Bank in Mumbai

 Participants: 16 Branch Managers

 Facilitator: Mr. Suresh Bendigeri




Our 5 th Corporate Workshop
Training, the way you want it…
Workshop on Motivation, Leadership, and Team Work, for an NBFC in Mumbai

Participants: 02 Branch Heads, 13 Managers and Executives

Facilitator: Mr. Suresh Bendigeri




Our 6 th Corporate Workshop
Training, the way you want it…
Priceless moments
Training, the way you want it…
Do contact us for your training requirements
                           anywhere in India:

                                 query@oakwoodtraining.in

                                       81 08 60 4 555
                                        922 05 76 594

                                  Direct: (022) 2 766 13 52
                                 Tele-Fax:(022) 2 774 36 01

                          www.oakwoodtrainingventures.in




Training, the way you want it…

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Otv Corporate Profile

  • 1. Oakwood Training Venturesâ„¢ Training, the way you want it…
  • 2. Oakwood Training Venturesâ„¢ was established in February 2011 by Saurav Das, who was later joined by Kunal Vijayakar, Shailesh Thakur and Abhinav Sharma, three very young, well-qualified and dynamic individuals who add value to the overall business of corporate training. The trio is advised by Mr. Omar N. Maner, a seasoned human resource professional and the global delivery head of a multinational software company; and Mr . S. S. A. Zaidi, a banking veteran and one of the co- founders of Oakwood Training Venturesâ„¢. Since inception, Oakwood Training Venturesâ„¢ attracted talented senior trainers and industry professionals for various training programmes in banking, finance, and generic domains. We continue to receive applications almost every day but we choose to empanel a few professionals . Our focus has been cost effective, high-value, training solutions for cooperative banks with the ultimate objective of being a strategic consulting firm for cooperative and private banks; and a national training institute for banking training over the next few years. Oakwood Training Venturesâ„¢ has also catered to larger private players for Finance training, Leadership and Teamwork training, Outbound Management programmes, mostly in 2012, and continues to prepare itself for larger assignments and roles in the days to come. Although we come across as a Banking and Finance training firm, we certainly have distinguished competency in other domains as well. Our next slide highlights some of our programmes. If not, we are all about creating exceptional experiential learning from the scratch! About us Training, the way you want it…
  • 3. Finance for Non-Finance Finance for Non-Finance Working Capital Credit Rating, Analysis Treasury Management Execs. (Entry Level Execs. Management and Research and Risk Mitigation professionals) (Sr. Managers / Unit Heads) Project Finance Derivatives for Managers Planning and Equity Analysis NRI Banking and NRI Performance Budgeting Customer Relations Retail Banking Customer Relations & Recovery and Collection Credit Management / Investment Banking Customer Satisfaction (SARFESI) Credit Invest. and report preparation Compliance and Anti-Money Laundering Corporate grooming and Asset and Liability Branch Banking / Statutory Requirements & Prevention / SEBI professional etiquette for Management / Business Operations guidelines managers / sr. execs. Development Legal Aspects of Banking IMB Services Financial Inclusion in Wealth Management Mutual Funds / Debt Banks Products Communication and Forex Management Business Law SSI and SME advances NABARD and RBI Customer Service specializing in Contracts Refinance Conflict Management for Mentoring for senior Sales training : Pharma, Effective Communication Business writing skills managers and executives management FMCG and corporate / Presentation Skills professionals sales Interviewing skills for Break-free Moments in Wine-&-Cheese Tasting HR Executives / Project Mumbai and elsewhere Events / with Fine Dining Managers (IT sector) (MICE) Skills Some of our training modules… Training, the way you want it…
  • 4. We started it! i. Mr. Saurav Das – Co-Founder & Head – Business Development ii. Mr. Kunal Vijayakar – Co-Founder & Head of Corporate Communications iii. Mr. Shailesh Thakur– Co-Founder & Head – Break Free Moments (MICE Initiative) iv. Mr. Abhinav Sharma – Lead Coach – Finance / Credit Rating & Member – Founding Team v. Mr. Omar N. Maner – Advisor & Member – Founding Team vi. Mr. S. S. A. Zaidi – Advisor – Banking Training & Member – Founding Team The Founding Team Training, the way you want it…
  • 5. 1) Mr. L. Lakshman – CRM, ALM, IMB Services, Financial inclusions in banks, Legal aspects, IT implementation, ex-Canara Bank. Hyderabad 2) Mr. A. Sharma – Credit Rating, Analysis, FNFE, etc. - Mumbai 3) Mr. J. Shirali – Equity markets, Mutual funds and debt products, Wealth management. BSE faculty, Mumbai 4) Ms. N. Pistawala – Soft skills, Communications, and Behav. Trainer, Navi Mumbai 5) Mr. G R Rao – Forex management, Credit management, Ex-Bank of India Management Dev. Inst. - Navi Mumbai 6) Mr. S. Guha – Formerly with SBI Staff Training College, Guwahati, now in Kolkata 7) Ms. S. Shah – Banking Audit, Operations, and Basic Banking in Pune 8) Prof. G. S. Chhatwal – Banking Laws, Management of Currency Chests, Letter of Credit, Advances to SSI and SME, NABARD and RBI refinance, Finacle 7.0, Direct and Indirect Agr. Finance, Ratios, etc. - New Delhi 9) Mr. P. Khandelwal – Retail Sales, Debt Recovery Training, Communicative English with Min. of Rural Dev. - Nashik 10) Ms. G. V. Karkera – Retail Banking, ALM, Credit Management, Branch Ops, Process Compliance and Control, with a leading private bank in Mumbai. Prior UCB exposure. 11) Mr. S. Pal – Ex-Head of Operational Risk, Private Banking Division, Standard Chartered Bank - Mumbai now in Kolkata 12) Mr. J. Menezes – Credit Management, Risk Management, Collections and Central Coordination with a leading private bank. Prior UCB exposure. 13) Mr. S. Jayaraman – NRI Banking, CAIIB / JAIIB coaching, senior banking consultant at Oakwood Training Venturesâ„¢ - Mumbai 14) Mr. S. Bendigeri – general banking training based on exposure at national level across regions, ex-Canara Bank, currently senior banking consultant at Oakwood Training Venturesâ„¢ - Mumbai Our Training Panel Training, the way you want it…
  • 6. Workshop on Stress Management for Housewives Participants: 06 Facilitator: Ms. Poonam Hans Our 1 st Public Workshop Training, the way you want it…
  • 7. Two-day Workshop on Finance for Non-Finance Executives Participants: 26 Facilitator: Dr. Dilip Pandit Our 2 nd Public Workshop Training, the way you want it…
  • 8. Workshop on Customer Satisfaction for Bankers from UCBs Participants: 31 Officers and Clerks Facilitator: Mr. S. S. A. Zaidi Our 3 rd Public Workshop Training, the way you want it…
  • 9. Workshop on Finance for Non-Finance Executives for a leading chemical company in Mumbai Participants: 16 Unit Heads Facilitator: Mr. Abhinav Sharma Our 4 th Corporate Workshop Training, the way you want it…
  • 10. Workshop on Attitude Building and Preparation for Business Development for a leading Cooperative Bank in Mumbai Participants: 16 Branch Managers Facilitator: Mr. Suresh Bendigeri Our 5 th Corporate Workshop Training, the way you want it…
  • 11. Workshop on Motivation, Leadership, and Team Work, for an NBFC in Mumbai Participants: 02 Branch Heads, 13 Managers and Executives Facilitator: Mr. Suresh Bendigeri Our 6 th Corporate Workshop Training, the way you want it…
  • 12. Priceless moments Training, the way you want it…
  • 13. Do contact us for your training requirements anywhere in India: query@oakwoodtraining.in 81 08 60 4 555 922 05 76 594 Direct: (022) 2 766 13 52 Tele-Fax:(022) 2 774 36 01 www.oakwoodtrainingventures.in Training, the way you want it…