Pankaj Gulati

  • Founder team member & principal trainer for insurance training initiatives

  • Founder team member & principal trainer for the insurance vertical

  • Over 10 years of corporate experience in financial organizations, including HSBC, ING Vysya Life, Max New York Life and GENPACT

  • Majority of corporate experience in training and development function; trained over 10,000 people from the financial services industry in his career

  • Expert trainer for knowledge based as well as train-the-trainer workshops

  • Holds a bachelor’s Computer Science degree from St. Stephen’s College, Delhi and a Post-graduate in Finance

  • Has Specialized Insurance & Banking qualifications, including Fellow of LOMA Management Institute (FLMI), USA, Associate of Indian Institute of Insurance (ALIII) and Certified Associate of Indian Institute of Bankers (CAIIB), to his credit

  • Other certifications including AMFI, IRDA and NCFM which complement the financial knowledge cap.

    Ekta Haryani

  • Over 8 years of corporate experience in the mutual fund & insurance industry

  • Worked with Franklin Templeton AMC, ICICI Prudential Life, HDFC AMC and Birla Sun life AMC

  • Been in sales, operations and branch manager roles during her corporate stint

  • Expert trainer in mutual fund and investment domain

    Sunil Matta

  • Engineer by qualification and trainer/behavioural expert by choice

  • Over 12 years of corporate experience in electronics & engineering industry, having worked with Blue Star, ECE Industries Ltd

  • Associated with financial industry for 7 years now with experience in sales, recruitment and training

  • Expert trainer for insurance and mutual fund domains

    Pramod Bajaj

  • Armed with a BE (Mech Engg) and experience of marketing engineering products for over 17 years

  • Been in financial industry since 2002

  • A certified financial planner engaged in sales and training

  • Expert trainer for insurance and mutual fund domain

    Mukul Jain

  • Industry experience of managing a training center at RNIS as well as bancassurance Training at SBI Life.

  • BE (Mech) and MBA along with Diploma in T& D (ISTD)

  • Expert trainer in the insurance and mutual fund domain

    Rakesh Kumar Chowdhary

  • Training team member for Insurance and Investment verticals

  • Lead trainer for Insurance regulatory training

  • Associated with financial industry since 2005

  • Worked with ICICI Prudential Life Insurance Co. as a Consultant trainer

  • Certification achieved
         - AMFI (Advisor Module)
         - IRDA (Life) to sell insurance

  • Over 20 years of experience in pharma & medical device businesses

  • Experience in sales, business development, channel and team management roles

  • Associated with Glaxo and Boots and worked extensively in North and East India

  • Completed his Life Science degree in 1981 and holds a PG Diploma in Marketing

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