CURRICULUM- VITAE
Personal Details
Seema Mohanta
Father’s Name:
LtCol (Retd.) UN Mohanta
Permanent Address:
#52 MB Town, Zingabai Takli
Koradi Road, Nagpur-440030
Current Address:
4-1301, Sapphire Heights,
Kandivali Lokhandwala, Kandivali (East),
Mumbai – 400101
Email:
seemamohanta@yahoo.com
Contact Nos.
9920249254, 8080249254
Date of Birth: 27th Sept, 1978
Gender: Female
Nationality: Indian
Marital Status: Single
Languages: English, Hindi, Punjabi
Interest:
Strategy, Sales Management, Sales Training,
Learning & Development
Academics:
1. MBA (Marketing) from Punjab Technical
University in 2002 with 78% (Honors)
2. B.E. (Civil Engineering) from Amravati
University in 2000 with 66%.
Courses:
 Certified Practitioner of NLP by
ASSOCIATION OF NEURO-
LINGUISTIC PROGRAMMING (India)
& INTERNATIONAL FEDERATION OF
COACHING & NLP (UK)
 Certified Trainer by the Dale
Carnegie & Franklin Covey’s
Certified Coach- Situational
Leadership & 4 Disciplines of
Execution
 NSE’s - NCFM Certification on
Capital Market, Mutual Fund
Distribution, Investment Analysis &
Portfolio Management
 Pursuing CWM from American
Academy of Financial Management
An astute professional with more than 14 years of rich experience
across various functions in Banking and Life Insurance Industry
Professional Competence:
 Sales Management- Relationship Management,
Direct Sales,
Bancassurance, Team Management, Partner acquisition
 Industry- Banking (Assets & Liability), Life Insurance (Agency,
Bancassurance, Corporate Agency & Broker)
 Sales Training- designing training architecture , training
delivery, Content creation, e-learning, Training Strategy,
setting up training verticals, product launches
 Learning & Development- Competency framework, Learning
Management System, Leadership training
I have a strong business acumen & sound knowledge about
prevalent regulatory norms in bancassurance & corporate agency /
broker space and have been instrumental in building new
bancassurance proposals under the new corporate agency
guidelines regime.
I have managed sales of Loan against Securities and Wealth portfolio
of more than 100crs for HDFC Bank and have worked in consumer
banking with Standard Chartered Bank.
I have been instrumental in designing training architecture &
competency framework for both hiring of new employees and
capability development of existing employees in large private life
Insurance company. I have a good understanding of identifying the
training gaps and have set-up and led training verticals across
various channels in private Life Insurance companies.
I am an effective leader with distinguished abilities in recruiting,
directing, leading & motivating workforce to achieve business
objectives
CAREER SNAPSHOT:
1) Reliance Nippon Life Insurance Co. Ltd Jul 2013- Present
Content Head & Sales Training Strategy May 2016-
Present
New Business Alliances Jan 2015- Apr
2016
Training Head- TPD, Jul 2013- Apr
2016
Responsibilities
Chief Manager: Content Head & Sales Training Strategy
 Leading Sales Training Content for RNLIC
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  Manage stakeholder relationships, and support the vertical lead in successfully facilitating necessary skills for new
business and renewals. Lead sales training for Direct Marketing vertical (13 trainers, 3000 employees). Training
strategy for all sales verticals
 Member of Agency strategy team constituting Agency Channel & Nippon Life Senior Management. Worked closely
with Nippon Life team for aligning training strategy in line with best practices at Nippon Life
 Alignment of training input with channel strategy across sales verticals for all key business agendas i.e. product mix,
average ticket size, activation, rookie and non rookie employees & agents
 Managing Training Delivery ,Design of Competency Framework (Functional & Domain) & Sales Training Architecture:
 Design, development and roll out of training content for all sales verticals
 Manage, lead, direct, and supervise assigned direct reports, including general leadership, planning, organizing, and
 Reviewing and performance management

Senior Manager: Training Head- Third Party Distribution, Bancassurance, International Business
 Had set up TPD training vertical responsible for training of all TPD distributors & employees
 Worked on Channel strategy along with Senior Management
 Design & execution of employees/partner training architecture
 Building training teams (21 nos.)Orientation & capability to address to distribution requirement

Senior Manager: New Business Alliances

 Worked in the core team for new bank alliances in the new corporate agency guidelines regime
o Liaison & coordinate with various internal teams and preparing the proposal deck and RFPs
o Working on the possible sales models & foot in door strategy and preparing the proposal deck
o Using market intelligence on existing LI framework of the bank, identify the gap and build proposal
 Identify, pitch and acquire brokers & corporate agents nationally

2) Kotak Mahindra Old Mutual Life Insurance Ltd. Apr 2012-Jul 2013
Training Head – Agency Partner Channel, Head- Content

Responsibilities
Training Head
 L&D and Sales Training- Strategy, & training administration for Agency Partner Channel
 Part of Channel Strategy Team responsible for setting up the channel at Kotak Life
 Design training architecture, training content and program delivery through a team of 31 APC dedicated trainers
PAN India across 24 locations.
 Strategized training input to deliver 5000 Licenses at 80% pass percentage viz- SOP and dashboard
 Identify and tie up with Institutes/ Training Vendors for licensing; audit & assess their performance
 Recruitment , certification & development of trainers

Head Content
 Develop training content for Kotak Life with a team of 2 content writers
 Designed & developed training content for agency transformation using Kirkpatrick & ADDIE,
 Engaged with vendors- Franklin Covey, Kinder Brothers for customising content for Kotak Life
 Certified by Franklin Covey as Master coach for Situational Leadership & 4DX
Kotak Life won the prestigious Golden Peacock Award for Agency Transformation Training in 2014

3) HDFC Bank Ltd.

Imperia Relationship Manager (Mumbai) Sep 2011 – Dec 2011
Imperia Relationship Manager: Sales Management - Worked 3 months as Imperia RM with HDFC Bank managing a
portfolio on 100Crs. With 425 clients

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4) ICICI Prudential Life Insurance Company Ltd., Sep 2007 – Aug 2011
Area Manager – Assets Apr 2011 – Aug 2011
Area Manager (HO) - Sales Training Apr 2009 – Mar 2011
Training Manager (HO) - Sales Training Sep 2007 – Mar 2009

Responsibilities
Area Manager - Assets
 Accountable for Sales of MRTA Products through ICICI bank - for North & West Mumbai.
 Managed team of Sales Managers & AFSM/ FSC (5nos.)
Area Manager – Sales Training
 National role to develop & execute sales training strategies for Bancassurance & Alliances for all partners viz. ICICI
Bank, ICICI Securities, India Post IIFL, Net ambit, Fullerton, Bluechip, etc.
 Driving rookie activation for front line sales through Coaching & Handholding.
 Design training intervention as ring fencing strategies for CABR to achieve maximum market share.
 Identifying the learning gap, defining inputs using ADDIE & Kirkpatrick models in line with business and getting
 Training content developed through Content Team & assessing post training business impact.
 Managing national launches of training module by active engaging with channel Viz. -calendar, budgets, delivery,
 Feedback collation, Training Effectiveness Evaluation etc.

Notable Attainments
 Certificate of Appreciation by Mr. V. Vaidyanathan (MD) for contribution to Product restructuring in 2010.
 Certificate of Excellence for outstanding contribution & Training Strategies consecutively for FY09, FY10, FY11
 Designed and executed the sales training ring fencing strategy for IIFL in 2008 when IIFL moved from Corporate
Agent to Broker

5) HDFC Bank Ltd. Feb 2006- Sep 2007

Sales Manager (LAS), Mumbai/ Chennai: Mumbai (May 07-Sep07) and Chennai (Feb 06-May 07) managed sales through
HDFC Bank Branches & DSA model in Chennai & later in Mumbai

6) Standard Chartered Bank, Nagpur Sep 2004 – Aug 2005

As Personal Financial Consultant – Consumer banking for the 1st branch at Nagpur bought HNI / NRI clients & large current
account building the CASA book for the branch

7) ICICI Prudential Life Insurance Company Ltd., Jun 2003 – Aug 2004
Financial Services Consultant ( ICICI Bank ) - Bancassurance & Alliances managed sales of Life insurance through
3 branches of ICICI Bank across various verticals e.g. - NRI, HNI, Salary.
Notable Attainments:
Awarded the Bancachievers trophy for outstanding sales performance continuously for 4 months Nov 03 -Feb 04, the region
(Rest of Maharashtra) & was awarded Bancaknight for JFM quarter 2004

8) Wood ply India Pvt Ltd, Nagpur Aug 2002-May 2003

As Manager – Sales selling high end plywood by actively engaging with Architects, interior designers

Declaration: I hereby declare that all the details furnished above are true to the best of my knowledge and belief.
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Seema Mohanta