HASAAN SAMSEER

• Conducted comprehensive training need analysis to identify various skill gaps on operational levels and the potential for improvement on 5 Bancassurance sales channels.
• Crafted and oversaw the growth of four Training managers within the Bancassurance sales training team.
• Oversaw fund approvals, resource arrangements, substitute arrangements for trainees, event management, etc., in collaboration with the Finance and other respective departments.
• Conducted and oversaw 40 training sessions, workshops, and seminars for 400 internal staff, 6 Bancassurance partners, and clients monthly.
• Built highly skilled, competent, and competitive teams in the company as well as partner organizations, well-equipped with product knowledge, technical skills, communication & interpersonal skills, leadership, team spirit, management skills, sales skills, and various other soft skills.
• Played a key role in product innovation and development while training, preparing, and familiarizing all teams to sell and promote the new products.
• Established and managed close working relationships and strategic partnerships with other Insurance Training Institutions and capacity-building partners.

• .Developed and maintained a centralized Learning Management System, for 200 Bancassurance agents with easy access to relevant training materials and resources.
• Evaluated the effectiveness of training programs through regular feedback sessions and data analysis, making adjustments as necessary to ensure optimal results for 3 bancassurance sales channels
• Increased employee engagement by creating customized training plans tailored to individual needs and goals.
• Mentored junior staff members in their professional development journey, providing guidance and support as they navigated career growth opportunities within the organization.
• Implemented competency-based performance management systems resulting in clear expectations for employees'' skills development.

• Managed new employee orientation training process for more than 240 employees each year. Enhanced employee performance by developing and implementing comprehensive training programs.
• Conducted regular evaluations of training effectiveness, making adjustments as necessary for continuous improvement.
• Managed the training budget efficiently, allocating resources effectively to maximize return on investment.

• • Sales: Drive the promotion and sale of insurance products to bank customers by identifying their needs and recommending appropriate policies.
• • Customer Service: Offer comprehensive assistance to clients in understanding insurance products, addressing inquiries, and swiftly resolving any issues.
• • Relationship Management: Foster robust relationships with bank clients to bolster customer loyalty and foster repeat business opportunities.
• • Compliance: Ensure strict adherence to regulatory standards and internal policies governing sale of insurance products within the banking context.
• • Bank Partner Support: Provide continuous guidance and support to banking partners in handling inquiries regarding banking products, services, and procedures, ensuring prompt and accurate responses to customer queries.
• Conducted business forecasts to identify recent developments.

• Customer assistance: Aid minimum of 30 cardholders per day with inquiries, disputes, and account management via phone, email, and chat.

• Account oversight: Monitor accounts for fraud, credit limits, and overdue payments, offering guidance on billing and payment options.

• Product expertise: Deep understanding of credit card features, benefits, and promotions to inform and assist customers effectively.

• Regulatory compliance: Ensure adherence to banking regulations, KYC, and AML guidelines when handling transactions and customer data.

• Sales support: Identify opportunities for upselling and cross-selling additional banking products to existing customers, collaborating with sales teams to achieve targets.