LIFE INSURANCE ROUND TABLE

GLIMPSES OF 23^rd CONVENTION SPEAKERS

P. M. GUPTA – PRESIDENT - 2010

DEAR FRIENDS:

I am privileged to be here on the platform of LIRT on its 23rd Birthday 2010 as LIRT President and have immense pleasure to welcome you all in this 23rd Annual Convention of Life Insurance Round Table at Hotel Intercontinental The Lalit at Mumbai the Financial Capital of India; with the indifferent Theme ‘Innovation’

Here financial services professionals come and take their personal and professional lives to the next level year after year, the LIRT Annual meeting delivers inspiration, motivation and education in the form of outstanding Main Platform and break out session speakers. LIRT members possess the unique understanding that what people think and how they feel needs; they come and explain the math behind what our products do. The way members conduct themselves with their clients, colleagues and companies is why they are seen as the best of the best in the industry.

My special welcome to our guest speakers who have come sparing their valuable time for the benefits of LIRTians from different fields and areas Mr. Logan Naidu an overseas Speaker from South Africa, Mr. Vadiheesh A.- M.D. of Johnson & Johnson Medical India, Sadhu Gnanvatsaldas- Great motivator and personal Interpreter of Pramukh Swami Maharaj, Dr. P. P. Vijayan well known personality of Kerala for Mind Mastery, Dr. Bipin Pandit-Director of Mukund Hospital, Mr. A. N. Shanbhag-Investment Analyst Anuradha Bhatia-Vice president of Hindustan Thompson, Paresh Gandhi-partner of C.A. firm, Mr. Sibendu Basu from Kolkata, Lazrus Dias our friend for helping the agents to reach the professional heights and our Agents Speakers.

I welcome all the Managers Team Leaders, Advisors, Agents and Brokers coming from various Insurance Companies.

We are here for sharing and caring the innovative ideas. We go a long way to be not only the financial advisors but also to add glory to the lives of our clients. Innovation is something that we have to implement now, to change the way of working for designing the present in better way for bright future.

Learning is a never-ending process; one remains student till last breath. We have to worry only about doing our job well; the business and money will just follow. Many of us have achieved so many milestones but are we satisfied and fully happy about that achievement??

Ask yourself: LIRT convention has been designed to equip you for facing the challenges and find out your path gracefully by using Innovative methods.

My friends! We are glad and privileged that we have the speakers with us who specialize in various aspects of Insurance and financial products; it is sure that they will help us to ignite the flame of Innovation from within us.

Talking you briefly on the road LIRT has traveled since 1988 when idea was mooted in Hotel Taj Mansingh-New Delhi. It was resolved to set up Life Insurance Round Table. The Convener Mr. P.S. Kochhar(our papaji) foresee the future for training and helping the Insurance Advisors in achieving their goals. As you all know LIRT is holding its Annual Convention with the sole moto of education and parting knowledge with each other. We invite overseas speakers and learn from them and keep updated with the International Insurance and financial market. It was the unique and unmemorable event when the legendary figure Mehdi Fakherzadeh and Tony Gordon both have addressed LIRTians in 18th Convention at Agra.

We have crossed membership more than 300 which was started with 28 members in 1st convention. We are well equipped with all infrastructure. This is surely the result of team work, co-operation, commitment and prefect coordination among all committee members Piyush Vora, Amit Shah, Raghunath Godbole, Joseph Menezes and many more..

The team work under the guidance of Past Presidents’ advisory committee Kochharsab, Bharat Purohit, J. P. Sharaf, AtulKumar Shah, B.B. Goel, K.D. Agarwal, Anand Goel, Zarsis Udhnawala, Zeenat Jagani, Shyam Sunder Palod and our CEO Nirupama Kamdar.

LIRT has its members all over India; I am an agent since 1974 and 6 times MDRT qualifier, regular attendee of LIRT since 10 years. You and I have relationships with one another so that when our clients’ needs expand or move from one location to another, we have LIRT members we can introduce them to.

The theme “Innovation” will be spoken of and deliberated by all speakers to add value to our life, navigating ourselves and achieving what we ought to.

I am sure all participants will be benefited from presentation of speakers and interaction with them as well as among themselves. I wish the convention Grand Success and look forward to Next year’s convention with large no. of Attendees and a Bigger Venue.

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Mr. G. N. Agarwal

Chief Actuary & Appointed Actuary, Future Generali India Life Insurance Co Ltd.

G N Agarwal is a Post Graduate in Mathematics from Agra University and a Fellow Member of Institute of Actuaries of India.

He has around 37 years experience in Life Insurance Industry mostly with Life Insurance Corporation of India from where he retired as Executive Director (Actuarial). As Head of Actuarial Department of LIC he was responsible for Product Development & Pricing, Asset Liability Valuation, Financial Condition and other Statutory Reporting, Reinsurance and Underwriting Policy of the Corporation. He was also responsible for entire actuarial support for its Overseas Branches ans Subsidiaries.

Presently he is Chief Actuary & Appointed Actuary for Future Generali Life Insurance Company Limited.

He is the President of Institute of Actuaries of India since March 2007. Prior to that he was Vice President for four years. He has also served as Managing Editor and Chief Editor of Actuarial Magazine "The Actuary India".

He is specialized in Actuarial and Employee Retirement Benefits. He has presented several papers in a number of conferences on Pension & Employee Retirement benefits and Social Security matters. He also completed the Annuitant lives mortality LIC a (1996-98) which was presented in 2nd Global Conference of Actuaries at New Delhi in the year 2000.

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Vaidheesh A.

Managing Director, Johnson & Johnson Medical India

Vaidheesh has more than three decades of experience spanning across various industries including FMCG, medical devices and diagnostics. An Honorary Fellow of the Association of Minimal Access Surgeons of India, Vaidheesh is closely involved in many health care initiatives such as health insurance, professional education and development of technology solutions relevant to the emerging markets. He has contributed significantly to the health care space through innovative solutions aimed at reducing the burden of infections and lifestyle diseases.

A Masters Degree holder in Management, Vaidheesh has had a successful track record of creating brands in FMCG and the health care space. Vaidheesh joined Johnson & Johnson as a Product Manager of Infection Prevention Products in 1986, during which he was instrumental in enhancing J&J presence in Indonesia and developing new markets in the Asia-Pacific. He also pioneered several benchmark marketing initiatives in J&J. He is a black-belt in Six Sigma technique of process excellence.

After returning to India, he took over as the Executive Vice President at Johnson & Johnson Medical India, with specific responsibilities for few of the business units. He was appointed Managing Director of Johnson & Johnson Medical India in 2007. He is a Member of the Global Management Board of one of the key businesses of the J&J Medical Devices and diagnostics sector.

He actively mentors and trains young leaders as a faculty in various management institutes in India and abroad. He is the Chairman of Health Care Consultation 2010, IIM Indore.

Vaidheesh is also the Chairman of the Confederation of Indian Industry (CII) National Sub-Committee on Accessibility and the ex-Chairman of the Western Region Healthcare Committee of the CII. Backed by extensive experience in the industry, Vaidheesh has taken Johnson & Johnson Medical to greater heights in the medical technology arena.

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Sadhu Gnanvatsaldas

Guru :- H.D.H. Pramukh Swami Maharaj

Education :-B.E. (Mech.) from B.V.M. Vallabh Vidyanagar

Diksha :- In 1992 – During the inauguration of Akshardham at Gandhinagar.

• World tour with Pramukh Swami Maharaj as his personal Interpreter.
• Participated as speaker in seminars in Europe, England, America, Canada, Australia, New Zealand etc.
• At present taking care of youth activities, social & cultural projects in Mumbai.
• The Organization – BAPS is a Socio-Cultural-Religious organization spread in more than 60 countries with 162 types of activities for the all around upliftment & development of the society.
• Pramukh Swami Maharaj is the fifth spiritual hierarch of Bhagawan Swaminarayan & is a saint par excellence. He has build more than 650 temples world wide (a Guiness record) initiated 750 educated & young saints, build and successfully running more than 50 units of Hospitals, Schools, Hostels & Colleges. He has celebrated mega festivals & helped people during calamities. He lives his motto, “In the good of others lies our own.”

Jay Swaminarayan.

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A. N. SHANBHAG

• Qualifications : M. Sc. (Stat), Diploma in Industrial Management (Jamnalal Bajaj)
• Has authored 3 books ---
  1. ‘In The Wonderland of Investment’ is in its 29th Edition,
  2. ‘Taxpayer to Taxsaver’ is in its 18th edition.
  3. ‘In The Wonderland of Investment for NRIs’ is the latest, in its 11th edition.
• Opted for premature retirement in 1985 from the post of Computer-oriented Systems Manager of Hoechst India for the explicit purpose of dedicating himself towards tax and investment advisory activities.
• Writes regularly for financial dailies, journals and websites.
• Answers queries posed by the clients of ICICI Bank, Reliance MF, Rediff and Satyam for tax and investment related issues.
• Is a member on ––
  1. Advisory Board of SU UTI appointed by the Finance Ministry.
  2. Board of Trustees of Reliance Mutual Fund.
  3. Board of Director of MCS Ltd.
• Is Proprietor of Wonderland Investment Consultants.
• Is partner of Wonderland Computer Consultants.

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Anuradha Bhatia

Qualification:

• Indian Institute of Management, Calcutta
• Post Graduate Diploma in Business Management.
• Majors: Finance and Behavioral Sciences
• Summer project with Shaw Wallace on “Impact of the Tandon Committee report on Working Capital Management.”

Work Experience:

• JWT , Vice-President and Senior Commercial Director
  • Handle Treasury operations. Responsible for investments and management of funds.
  • Prepare Budgets for the Corporate office
  • Manage all the MIS requirements for the parent Company and the Holding Company (WPP)
  • Liaise with our 8 offices across the country for compilation of various reports
  • Liaise with our offices in New York and Singapore.
  • Responsible for intercompany reconciliation of accounts and settlements.
• Insurance Agent, Life Insurance Corporation of India
  • Sold over two crores worth of insurance policies
• Lazard Credit Capital
  Worked as a Financial Analyst
• Bombay Stock Exchange
  • Worked on the trading floor.
  • Worked as a sub broker on behalf of clients
  • Voltas Ltd.
  Worked in the Internal Audit Dept. Completed several audits and investigations. Accounts Manager of the Bombay Branch. Finalized and closed two years’ accounts.

Extracurricular activities Reading, Alternate Therapies

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Dr. Bipin Pandit.

M.D. DGO. DFP.
Practicing Obstretician & Gynaecologist & Director of Mukund Hospital,

Passed M.D. DGO.DFP. from Seth G.S.Medical college & K.E.M. Hospital.

Hon. Gynaecologist at Dr. Balabhai Nanavati Hospital, Irla
Hon. Gynaecologist at Dr. L. H. Hiranandani Hospital, Powai
Hon. Gynaecologist at Dr R. N. Cooper Hospital, Irla
Hon. Gynaecologist at L & T Welfare Center Andheri.

Member of Maharashtra Medical Council

Past President of Association Of Medical Consultants Mumbai
Trustee of Association Of Medical Consultants Mumbai
Committee Member of Indian Education society.
Past President Andheri Medical Association
Chairman Medico-legal committee MOGS
Chairman EMS Cell AMC
President of association of Fellow Gynaecologist

Special Interests

Laparoscopic Surgery
Infertility
High Risk Pregnancy

MANY PUBLICATIONS & PRESENTATIONS:
Published a book “DOCUSMART” on Ideal Documentation

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Dr. Brij Bhushan Goel

Dr. Brij Bhushan Goel has been an alumni of Vaish College, Medical College Rohtak and international Foundation of Natural Health and Yoga.

For the past 18 years he has been on uncooked diet and providing free consultation on naturopathy and yoga. Earlier he wrote a book titled “Naturopathy and Yoga”, which was published a number of times. From time to time he brings out a magazine titled “Happy Life” and other literature which he distributes freely.

Dr. Goel keeps conducting seminars on naturopathy and yoga within the country and abroad too. The health level of humans is falling day by day. After viewing the situation, the urge to save the humanity from this calamity become strong within him.

He is Insurance Agent since 1971 and qualified for MDRT serval times. He also conduct study circle in Delhi to impart knowledge and help the agents to grow in insurance field. Dr. Goel is Past President of LIRT.

The sole mission of Dr. Brij Bhushan is to educate people and enable them to be their own doctor in order to help them lead a simple, peaceful and healthy life. He wants to enlighten the spirit of natural living in each and every family.

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SIBENDU BASU

Educational Qualifications

• B.Com.,LL.B., Diploma in Business Management and Marketing Management.
• Completed the Continuing Workshop on Alternate Disputes Resolutions (ADR), Jointly Organised by Legal Aid Services, West Bengal and American Centre, Kolkata.
• Undergone the Distance Learning Programme of the American Writers’ Institute, U.S.A., on Promotional Copywriting Course for Professionals.
• Graduate of the McGrath Institute of Leadership Training, U.S.A.
• Certified as a Licensed Practitioner of Neuro-Linguistic Programming by Dr. Richard Bandler, the Creator of NLP and DHE.
• Completed the course of Silva Mind Control Methods and Application Techniques in diverse fields of Management and Marketing on Merchant Banking by the Institute of Chartered Financial Analyst of India (ICFAI), Hyderabad.
• Attended International Conferences organised by Indian Society for Training and Development, Annual Conferences organised by All India Management Association, Calcutta Management Association and Workshop and Seminar conducted by various Professional Bodies in India and Abroad.
• Member of the All India Management Association ( MIMA ).

Membership of Professional Bodies :

Life Member of All India Federation of Taxation Practitioners Association, Direct Taxes Professional Association, Kolkata, ISTD, New Delhi, National Human Research Development Network, Forum of Asian Managers, Mumbai, Association of Company Secretaries and Executives, Kolkata, All Bengal Tax Bar Association and Commercial Taxes Bar Association.

Member of Bar Library Club, Calcutta High Court, Income Tax Bar Association, Kolkata, All India Management Association, New Delhi, Calcutta Management Association, Public Relation Society Of India, Kolkata Chapter, Chambers of Income Tax Consultants, Mumbai, Bengal National Chamber of Commerce and Industry and Confederation of Indian Industries.

Membership Social Organisations :

Life Member of Ramkrishna Mission Institute of Culture, Kolkata, Aurobindo Society, ISKCON, Vedanta Society, Red Cross Society, Institute of Value Orientation, St. Johns Ambulance Brigade, Chinmoy Mission.

Member of Vedanta Institute, Mumbai, Lodge Anchor & Hop No. 1 GLI and Lodge Peace and Concord No. 63 GLI and The Calcutta Club Limited.

Intellectual Contributions :

Number of Suggestions found favour with the Government of India, which achieved positive results upon implementation; Contributed a number of Original Articles on Value Additions to Marketing Practices, Modes of Transformation from Customer Satisfaction into Customer Delight, Imperatives of Changing the Investment Mindset etc and Designed Innovative Investment Products and Marketing them through Class – I Marchant Bankers and NBFCs.

Social Activities:

Consumer Protection Movement Activist, Life Member of Consumer Unity Trust Society,

Planting POSITIVISM in the minds of the Young Adults, Industrial Workers and other segments of the Society; Conducting Seminars for improving Quality of Life and Living and instilling the courage to create Opportunities from the Challenges of Change amongst the young adults based on the teachings of Swami Vivekananda, Shri Aurobinda and others.

With the object of sharing the knowledge and experience gained over the years from around the world, Currently enjoying conducting Workshops and Training Programmes on Success Stimulation, Attitudinal Transformation, Refraining the Focus for Personal Growth and Corporate Growth, Subjective Communications, Sales and Marketing, based on NLP and other techniques and convening free practice sessions for my Students in sincere appreciation of the doctrine that:

Present Occupation and Professional Experience :

Principal Consultant and Sole Proprietor of the firm Tax Managers Specialised in Tax Planning and Management.

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Logan Naidu

BCom CFP ACII (London) AIISA ALSA

Self-Mastery & Personal Development

Logan, a member of the Professional Speakers Association of Southern Africa, on the themes of productivity, leadership, attitude, self-development, humour & laughter. He incorporates the best that the West can offer with the wisdom of the East. During the past 20 years, Logan has presented nationally and internationally to tens of thousands of people with a message based on encouragement, hope, and vision.

Logan is a BCOM graduate, a Certified Financial Planner, an Associate of the Chartered Insurance Institute (London), a Chartered Insurance Practitioner with the Chartered Insurance Institute (London) & an Associate of the Insurance Institute of SA. He is a 29-consecutive years M.D.R.T.

Logan has done seminars/ workshops/ presentations to many of companies and organizations throughout South Africa, U.K. and India, including: Barclays Bank, Boxer Superstores, Durban Chamber of Commerce, Edgars, South African Revenue Services, Life Insurance Study Circle – Kolkatta, India; L.I.R.T., LIC, OM Kotak Mahindra, HDFC Standard Life, Birla Sun Life Insurance and ICICI Prudential Life, Associated Banks of SA (ABSA), Clientele Life, LUASA, MDRT , Multi Rand Forum, Premier League SA soccer team Orlando Pirates, Dept. of Economic Affairs, SANLAM Life Insurance, Old Mutual, Metropolitan Life Insurance and Courses for Leaders. He addressed the World Consumer Rights Day as well as the International Emotional Intelligence Conference.

(“Logan is a man of knowledge and is very effective in imparting it to others.” Mention by - Mehdi Fakharzadeh, one of the world’s top sales professionals.)

“Logan is blessed with the incredible capacity to motivate and inspire people to believe in themselves and reach their optimal potential in life. His unbounded enthusiasm and unique style make his presentations an unforgettable experience. His presentations are dynamic, fun-filled, invigorating and inspiring and it’s been a truly captivating personal experience.

MISSION STATEMENT

Logan’s mission is to help empower individuals, families, communities and organizations to significantly enhance their human potential, productivity, peace of mind and quality of life.

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E. N. Goveia

E.N.Goveia is the founder CEO of E.N.G. & A, a professional services firm specializing in advising clients on field force productivity improvement through state-of-the-art online selection systems, mobile phone- based sales activity management systems, and focused result-oriented training programs for top advisors, field managers and managerial personnel.

With an academic background in Industrial and Agricultural Economics , Mr.Goveia is a veteran of the life insurance industry having worked first for the LIC and then for Birla Sun Life Insurance in a career spanning over 33 years . During this period he held key senior management level positions both on the administrative and marketing sides.

He is a passionate believer in the “power of human potential” and the fact that this tremendous power is often not discovered or often underutilized. Wherever he has worked, Mr.Goveia has come to be known as friend, mentor, motivator and “transformer” of the field force. Innumerable “rags to riches” stories testify to his knack and passion for picking up ordinary people and getting them to achieve extraordinary results, realize their life dreams , and in the case of insurance salespeople in particular, achieve the professional heights of MDRT, COT, and TOT, year after year.

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Dr.Ramakant Mahawar

Dr.Ramakant Mahawar is from Kolkata. He is Law Graduate and Cost Accountant. He also practices Alternate Medicines and treats patient’s ailments by alternate methods. He has varied interest in various fields and is associated with several social and cultural organizations.

Dr. Ramakant took up insurance as his career in 1988 and has been attending the LIRT Conventions for last 14 years. He is always with positive attitude and helpful to everybody. He takes classes in Speaking Skills, Motivation, Communication Skills and Leadership Training, various Management related subjects like Meeting Management, Risk Management and Personnel Management.

Dr. Mahawar is into Wealth Creation and Wealth Management and does effective Planning for his clientele. Today he will talk on the subject “Selling to Policy owners and Services there of”.

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Kalpen Parekh

Mr. Kalpen Parekh is Head, Sales for Birla Sun Life Asset Management Company . He joined BSLAMC in January 2008.

Mr. Kalpen has over 14 years of experience in Sales & Distribution and 2 years in Treasury Management.

Prior to joining BSLAMC, he worked with ICICI Prudential AMC as Jt Head - Sales & Distribution. He had been with ICICI Prudential

since October 1999. In these 9 years, he has managed Institutional Sales, Retail Sales & Distribution across MF and PMS business.

Before ICICI Pru, he has worked with L&T Finance Ltd as a DEALER in their Money Market Desk for 2 years.

A graduate in Chemical Engineering, he also holds an MMS degree from NMIMS, Mumbai.

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Dr. P. P. Vijayan

Academic Profile:

• MBA (2005) Marketing Management, IGNOU, New Delhi
• Ph.D (2003) Law & Politics, University of Kerala
• L.L.M (1997) Constitutional Law, M.G. University, Kerala
• M.A. (1992) Political Science, University of Kerala
• L.L.B. (1989) Labour Laws, University of Kerala
• B.A.L (1987) General Laws, University of Kerala.

Overseas Scholarships:

• IT Business Management, Scholarship, AOTS, Govt.of Japan

Research Activities:

• Post Doctoral Research (LL.D), National Law School of India
• University, Bangalore. Visiting Fellow, National Law School of India University.

Visiting Faculty:

• Police Training College (PTC, Trivandrum), Kerala Police Academy
• Institute of Co-operative Management (ICM, Government of India)
• Institute of Management in Government (IMG, Government of Kerala)
• Kerala Institute for Correctional Administration, Trivandrum
• IT Companies in Tidal Park Chennai, Technopark Trivandrum
• Academic Staff College, University of Kerala, Trivandrum
• Faculty for Management Studies Pondicherry University
• CDAC, Government of India, Trivandrum

Publication: ‘Reservation Policy and Judicial Activism’

Responsibilities Undertaken

• 1. Secretary General, Life Line Foundation.(www.lifelinefoundtation.in)
• 2. Secretary and CEO of Mission IT
• 3. Board of Trustee, Kerala International Centre (KIC)
• 4. Training and mentoring of life insurance professionals.
• 5. Director, Japan Culture and Information Centre, Trivandrum.
• 6. Director, Vijay Law Associates, Trivandrum.
• 7. Legal and Management Consultancy services for various organization.
• 8. Training for management and marketing personnels in various organizations.

Faculty for Technology, Management Law & Mind Power:

• Management: Mind Power Management and Goal Setting, Success Management, Neuro Linguistic Programming (NLP), Relationship Management, Interpersonal Communication, Leadership and Soft Skills, Motivation, Marketing, Stress Management, Time Management, JCI Trainer Advanced Internet Search, Smart Surfing, E-governance, E-Learning, Online Research, Internet for Personal and Professional Advancement, Information Management for Higher Efficiency, Relationship Management through Internet, Cyber Law, International Law, Information Law, Data Security.

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SATISH SALIAN

Academic Achievements:

• Mechanical Engineering, Business Management, Finance Management, BA (Socio + Comm.), Two years of LLB
• Passionate towards learning many new things. Hence acquired & attended professional courses like-
• Yoga, Basics of Vastu Shastra, Pranic Healing, Crystal Healing, A-Z of Astrology, Power of Mind and so on….

Industrial Experience:

• Mazagon Dock Ltd., Mumbai -17 years as a Design Officer for Submarine/Warship Department
• Vishal Enterprises, Mumbai -14 years as a Manager on part-time basis to take care of Tender evaluation & project execution of leading petroleum industries.
• Visited the coastal line of India for projects and even Saudi, Kuwait, Dubai and Korea.

Trainer’s Experience: (As a Motivator & Team Builder)

• JLI Insurance Brokerage Company
• Bajaj Life Insurance
• HDFC Life Insurance
• Metlife Insurance
• SICOM Ltd. ( Semi Govt. firm)
• Sumaria Group
• Silvex (Tanaji Malusare City) Group
• Shree Rajaka Sangha
• Chinnara Bimba (Charitable NGO)
• Billawara Association
• Raj Legacy CHS Senior’s Group
• Godrej Welfare Association

Business Achievements:

• In the year 2003, resigned from services and got in to Business.
• Proprietor - Sparsh Enterprises (Engineering Consultancy Services)
• Director - Inspark (Event Management services)
• Director - JMSCC pvt. ltd, (Health product importer from Korea)
• Proprietor- Litmus Industries (Fire Extinguishers & Safety Equipments)

Social Activities:

• Charter President - Rotary Club of Vikhroli
• Hon. Gen Secretary - Vikhroli Kannada Sangha, Vrindavan CHS ltd, Vikhroli, Shree Jagadamba Seva Samiti
• Jt. Secretary - Shree Rajaka Sangha, Mumbai
• Member - Mohalla Committee, Tagore Nagar
• Trainer/Motivator & - Chinnara Bimba an NGO who is educating culture and human Administrator values to more than 4000 students, their Parents & Volunteers.

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Lazarus Dias

Academic Qualification : BA, CIFP, CIS, DLIM, Diploma in Tax Management.

Experience :

• 3 yrs training in Siemens India as apprentice
• Joined Hindustan lever as Maintenance fitter in 1982
• Joined LIC as Agent since 1985 part time
• Full time agency of LIC since 1995 after resignation from HLL
• Qualified for MDRT 6 years in a row from 1996 to 2001
• Started Training Institute “Lifeskill Education Academy “ in 1997 and have trained more than 1500 Insurance agents in Goa, Gujarat, Maharashtra
• Joined Birla Sun Life Insurance as Marketing consultant for a year in 2001 – 02
• Joined Birla Sun Life Insurance on payroll as Branch Head from 2002 to 2003
• Promoted as Senior Manager – Recruitment and worked till Dec 2003
• Resigned from Birla Sun Life Insurance in Dec 2003
• Rejoined Lifeskill Education Academy as Managing Director in Dec 2003
• Training Agents in LIC, Max New York life & Birla Sun Life
• Trained prospective MDRT Aspirants from MAX New York Life Insurance Co.
• Did a project for ICICI Pru Life Insurance co. to train the trainer on “ How to sell life Insurance using Income Tax” including development of course content.
• Presently coaching, monitoring, analyzing and mentoring a group of Agents.

Competence :

• Started the “Laazarus Dias Education Akademy” in 2006 in Maharashtra, Gujrat, Goa & Orissa. Currently 550 agents undergoing 3 levels of trainings.
• Pre Graduate course-One year program with 25 sessions, Graduate 3 Years MDRT Course – Eligibility of Agents is 100 customers and 2 lakhs FY + Bonus Commission.
• Post Graduate-Group Consultancy-2 year’s course for strategy and Management-Eligibility-Once MDRT Qualifier.
• Developed software for financial planning for customers called the Family Welfare Economics software.

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Pramod Deval

Pramod Deval has the professional career of 27 years so far. His academics include Master of Technology from IIT Bombay, and LL. B. from Mumbai University. He has experience in various industries such as heavy machinery, electrical and electronics, information technology, IT services, etc.; and has worked with various companies and clients across the globe.

He is a member of Association of Overseas Training Scholarship (AOTS), Japan, ex-member of Project Management Institute (PMI), ex- Vice-president of Mumbai PMI Chapter. His interests include value engineering, process improvements, program management. He has present many case studies and won awards in company in-house & national symposium on Value Engineering, has also presented papers in various forums of IT services.

Currently he is associated with M/S Patni Computer Systems Ltd., the sixth largest IT Company in India, as the Delivery Head for SAARC region.

Actively involved in providing guidance on application of IT for business improvement and transformation.

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MOHNISH NAIR

Professional Summary

• 5 years’ experience as a consultant, coach and motivational trainer for Planning, Profit Centre Management, Management, Leadership Development, Brand Development, Business Development & Customer Relationship. Associated with 60 Companies across India as a Professional Consultant for Business Planning and as a Personal Coach for CEO’s / Directors / Senior Managers. Core Competencies
• Consulting in brand development. Specialisation in creative writing for brochures, taglines, sales letters, web content. Conceptualising, Devising and designing creatives for brand promotion.
• Plan setting up and management of operations for startup ventures as well as for established enterprises. Establish corporate goals, budgets and developing business plans. Do analysis for assessment of revenue potential in business opportunities.

Key Competencies

• Entrepreneurship & its future course.
• One to One Entrepreneurial Coaching
• Vision Building
• Key Accounts Management.
• Strategic Business Management
• Leadership & Operations Management
• Advanced Selling Skills
• Effective Dealer Management & Upgradation
• Negotiation Skills
• Channel Management
• Retail Selling Skills
• Customer Care
• Stress Management
• Success Strategies & Habits

Organizational Experience:
Since Dec’05 till date self employed Director of MAPLE DREAMS BUSINESS COACHING, specialising into Customized Training Solutions, Business Consultancy and Personal Coaching for SME’s.

• Successfully managing business operations and leading the organisation to record increase in profits by 70% year on year.
• Consulting leading professionals and entrepreneurs across industries and closely working with individuals working for companies like HDFC Standard Life Insurance, Swastik Power Electronics, Relaxwell Mattresses, HDFC Mutual funds, LIC, ICICI Prudential, Jotun, Pergo, RMP Infotec, Bajaj Allianz, St. Angelo’s Computer Education, Divya Coaching Classes, HDFC Home Loans, Rohan Oil Industries, Naik Wealth, Vishalam Plastics, Mitsuchem Plastics, Interiorcons Creations, Investor Shoppe, Sugal Damani, Aeromar Logistics and many more…
• Associated as faculty for MBA and BBA programme with Annamalai University and NIS SPARTA.

Academic Credentials

• Diploma in Advertising and Public Relations.
• Bachelor of Management Studies (Specialisation in Marketing)
• Advanced Selling Skills Course
• Underwent “Rational Emotive Behaviour Therapy” training.
• Underwent Don Beveridge’s conceived Programme - “The Achievement Challenge” on How to be a “10” in Business
• Attended Strategic Thinking by Tom Peters
• Attended – “Effective Habit, Effective People, Effective Leadership”
• Currently self employed specialising into Customized Training Solutions, Business Consultancy and Personal Coaching for SME’s.

If you are ordinary you will do what’s convenient, if you are committed, you will do whatever it takes.

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