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