This document contains a resume for Ruchi Bhatia summarizing her professional experience in training and development roles in the insurance industry over the past 9 years. She has worked at Shriram Fortune Solutions Ltd. since 2014 as Deputy Manager of Content Development and Sales Training, and previously worked at ING Life Insurance from 2011-2013 as Assistant Manager of Sales Training. Her experience includes developing training content and programs, conducting new employee training, product training, and specialized leadership training. She has received several awards for her training performance and results.

1. RUCHI BHATIA
Contact: +91-9650066116,+91-9996053457 E-Mail: ruchi_bhatia99@yahoo.com &
ruchibhatia2253@gamil.com
Management Position in the field of Training & Development and Operation Management with an
organization of high repute.
PROFESSIONAL SYNOPSIS
 MBA with over 9 years of experience in Sales and Marketing, Training & Content Development and Operation
Management.
 Licentiate & Associate in Life Insurance Certified from Insurance Institute of India.
 Pursuing Health Insurance Diploma from Insurance Institute of India, One Exam pending
 IC-33 certified from Insurance Institute of India.
 IC-34 certified from Insurance Institute of India
 NCFM Certified from AMFI.
 Strong in Project execution, Analytics & TNA.
 Been proactive and focused as professional.
 Possess strong management, communication & interpersonal skills.
 Strong interpersonal skill & training skill on content & delivery both angles.
AREAS OF EXPERTISE
WORK EXPERIENCE
SHRIRAM FORTUNE SOLUTIONS LTD. (GURGAON-HO)
DEPUTY MANAGER: Contest Development & Sales Training: Since Feb’14- Till Date
Shriram Fortune Solutions: Shriram Fortune Solutions (SFSL) is one of the integrated financial services selling
Company of India promoted by Shriram group. The company offers financial planning solutions which are facilitated
mainly through four products i.e. Life Insurance, General Insurance, Debentures, Mutual Funds and Wealth
Management. SFSL is present at 450 locations PAN India and HO at Gurgaon with 1600 employees.
Roles & Responsibilities at SHRIRAM FORTUNE SOLUTIONS LTD
Responsible for content development, New employee Induction, conducting behavioural training and
specialized training programs for field sales team and leadership team
 Designing and enrolling the training content for sales team
 Conducting new employee induction program –AAGAMAN
 Conducting Product training of Life Insurance, Health Insurance, Motor Insurance & Fixed Deposit
 Handled 44 AAGAMAN batches individually since last two years
 Responsible for the productivity of newly inducted employees
 Conducting refreshers training programs for poor performing employees- UTKARSH
 Hand holding and mentoring poor performing employees
 Designed and enrolled leadership training program- BOLD (Branch office leadership development)
 Initiated “Online Shiksha” for handling field queries, since inception all queries are being resolved within 24
hours TAT.
 Coordinating with partner companies for conducting specialized training
 Publishing regular MIS for UTKARSH and AAGAMAN participants after attending the training
 Motivating sales team through audio and video conferencing calls for higher performance
ING LIFE INSURANCE (PANIPAT)
Assistant Manager: Sales Training : Since Sep’11-Oct’13
Training & Development:
Training & Development Process Design Relationship Management
Content Development Operation Management Business Analysis

2.  Formulating long term / short term training plans to achieve business target, profitability & revenue; involved
in spearheading turnaround initiatives.
 Overseeing operations department , thereby achieving the increased sales growth.
 Utilizing internal feedback and channel inputs for identifying training needs & generating content to improve the
skill level of sales force.
 Designing and enrolling the monthly training program.
 To work as helping hand for sales staff.
 Conducting joint screening interview of Insurance agents with office Head.
 Responsible for the New Agent Productivity through launch of New Agent.
 Conducting Monthly Training programme for managers on Recruitment & Selling Skills.
 Conducting Training Batches i.e. ADS; Jump Start+IC-33 Sessions month on month basis and train the
advisors on products, sales pitch, need analysis, financial basics etc
Significant Contribution and Awards
 Got No.1 Trainer Award for Highest passing %age; Highest 1st
Month Activation & Highest Rising Star in
North Zone for FY 2012-13.
 Passing Percentage in 2012-2013 is 81% in this FY. 2ND
highest in the entire Zone.
 Achieved 100% M-1 Activation and confident to do 100% Rising Star also.
 Created 3 rookie Club Qualifiers in Financial Year 2012-2013 & 10 RISING STARS in Financial Year 2012-
2013, first time in the History of Panipat Branch from last 7 years.
 In November 2012 Awarded by WELL DONE AWARD By National Training Head Mr. PAWAN MUNSHI For
Achieving 11 Codes in a month with 89% Pass Percentage.
 Took Challenge to change the face of branch by launching project Swagatam which resulted in 50% increase
in agent footfall in the Branch.
 Branch Coding has increased up to 16% from Last Financial Year i.e 2011-2012 to this Financial Year i.e.
2012-2013.
On the Job Training:
 TTT Workshop at ING Vysya Life in Banglore,
Max Life Insurance Co. Ltd (Assandh & Saffidon in Haryana)
Branch Trainer: Oct’08 to Feb’11
Role & Responsibilities:
 Conducting Training Batches i.e. IC-33 & BCS Sessions month on month basis and train the advisors on
products, sales pitch, need analysis, financial basics etc Conducting joint screening interview of Insurance
agents with office Head.
 Responsible for the New Agent Productivity through achievement of PLS,9-90 & 18-180 Targets.
 Conducting Monthly Training programme for managers on Recruitment & Selling Skills.
Key Achievements
 Qualified for The Most Prestigious Award CEO Council – Istanbul (Turkey) in 2010. Only Trainer to qualify in
Emerging Market Channel among 108 Trainers for this prestigious Award & got this Award from Mr. Rajesh Sud-
MD & CEO: Max Life Ins.
 Qualified for Business Head challenge thrice in Dec 2009,March 2010 and June 2010
 Qualified for Business Head of Training Certificate on NAP basis in Dec 2010.
 New agent productivity was 85% & it was 2nd
best performance in PAN Haryana
PREVIOUS EXPERIENCE

3.  Worked as Consultant Trainer from Aug. 2007- Sep 2008 at Kaithal
 Worked as Application Engineer from Aug. 2006- July 2007 at Chandigarh
CERTIFICATION & TRAINING
 Qualified Associate Certification in Life Insurance by Insurance Institute of India.
 Licentiate Certified from Insurance Institute of India.
 IC-33 certified from Insurance Institute of India.
 NCFM Certified from AMFI
 Boot Camp Training program at Max New York Life in Gurgaon.
 MOS-1 & MOS-2 at Max New York Life in Jalandhar.
 Recruitment Skills Workshop at Max New York Life in Hisar.
 TTT Workshop at ING Vysya Life in Banglore,
TECHNICAL SKILL
 Application Packages: MS Office
 Proficient working knowledge of Internet.
 Well versed with Sprint & Life Asia software
SCHOLASTCS
Masters in Business Administration (MBA)
Guru Jambheshwar University of Science & Technology in 2008 with CGPA 56%
Bachelor of Technology in Biomedical Engineering
Guru Jambheshwar University of Science & Technology in 2006 with 66% marks.
12th
OSDAV Public School, Kaithal in 2001 with 67.46%.
10th
Lndira Gandhi Public School, Kaithal in 1999 with 78.56%.
PERSONAL MINUTIAE
Date of Birth: 07 Dec 1983
Current Address: #602 S Block, Sispal Vihar Sohna Road Gurgaon-122001
Married to: Mr. Kapil Chawla, Working as Sr.GM in Shriram Fortune Solution Ltd in Gurgaon
Linguistic Ability: English, Hindi, Punjabi