Dhaivat Shah

Scholastic Credentials:

Degree Major subject Year University/ Institute College- Full / Part time Score

M.Com International banking & Finance May 2011 Gujarat University

External 2 year course 56.38%

MBA Marketing May 1999 K S School of Business Mgt- full time 5 year course 2.78 CGPA / 4.3

BBA Administration May 1997 65.00%

DCA Computers May 1997 59.17%

EPD Entrepreneurship June 1997

EDII Entrepreneurship Development Institute, full time 3 year course B grade

AIII Life Insurance May2008 Insurance Inst. Of India Insurance institute of India Pass

LIII Life Insurance Nov 2006

LIII General Insurance Oct 2004

Freelance Corporate Trainer: Am a corporate trainer on Insurance, Entrepreneurship and Personality Development. Trainings range from Finance products to Soft skills and communication skills. These training assignments entail Training need analysis and implementation.


Association Assignment Topic Programs conducted Jaisalmer,Baroda,

Rajkot, Bhuj Business communication, Business Etiquettes, Conflict Management, etc. Around 20 Vadsar Communication Skills Around 20

Ahmedabad Banking, Financial services and insurance. Money Management. Around 10

Ahmedabad Sales process – General Insurance One day seminar

Unique Merc. Mehsana, Visnagar Motivational program One day seminar

Full time work exposure

Association Tenor

Yrs. Workload Subjects

Shri Chimanbhai Patel Institute of Business Admn. 4/7/2011 to till date Full time – full workload Forms of Business Organisation, Management, Growth and Structure of Industries, Communication Skills, Human Resource Management, Organisation Behavior, Industrial exposure and Viva Voce

Designation

location

Profile Functional profile Achievements

SDM – Sales Development Manager (Max New York Life Insurance)

Bhavnagar,

Shahibaug,

CGRoad Maninagar

Gandhinagar Induction and Management orientations,

setting up Training dept., Supervising training activities of branch, induction trainings, training Agents to Branch managers+88* Training Need Analysis, Module Development, Alignment & Effectiveness Review, MIS, IRDA Audit & Compliance

- Trainings covered Product, Process, Conceptual, Motivational, Selling Skills, Activity workshops and Induction training promotion to SDM, Awards for fire on ice contest and Monsoon Hungama, Droncharya Award (National level) for highest pass percentage, Second Prize for a write up on Retirement at National level, Passing result of the pre licensing candidates has been 80%

Corporate Channel Manager (Kothari Insurance)

Ahmedabad

Providing Training interventions on weekly basis to enhance sales, field support, Customer Relationship Management, cross selling, Need Analysis, sourcing new business Conducting product knowledge, motivational and selling skills workshops

Formulating marketing procedures and activities to achieve volume estimations & review effectiveness.

Completing Licentiate in General insurance, Business generation from SMEs

Marketing Associate (IFFCO Tokio Gen. Insurance) Business Development and Client Servicing

Servicing tie ups -taking care after sales services in form of assistance to the client to process the claims & any service issues

Training service staff at DSA premises to ensure smooth functioning & customer ease, assessing the risk appetite of client & accordingly quoting premium with the comparative analysis. Sourcing general insurance business from individuals and small & medium business enterprises.

Considered to service prestigious Toyota Kirloskar Tie up at Ahmedabad

Banking Assistant Customer servicing and customer relationship management

Handling cash and banking operations, managing clearing of MICR cheques, Managing Safe Deposit Vault operations Appreciation letter from CEO

Customer Relations Officer (Pothiwala Shares) Customer servicing

And conducting profitability analysis.

Handling customer queries & building relationship for portfolio management, Monitoring clients’ portfolio performance Customer Loyalty

Media and Publications: Awards and prizes:

Won 2nd prize for ‘Guess the stock’ contest –an equity quiz conducted by CNBC- Mr. Udayan Mukherjee

Developed educational content for the website for school level

Won second prize from ISRCDE (International Society for Research on Civilisation Diseases and Environment) for an essay on child labour.

Won third prize for a presentation on retirement – Boon or curse

Published a complimentary book for C Jamnadas Publications.

Indian Institute of Banking and Finance Acknowledged by Indian Institute of Banking & Finance for contribution to a national level case study on Malpractices