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Pallavi Shivhare

15 Years
Not available
Master In Business Management
Banking and investment, sales, Retail Management, Collections, Investment banking, Soft Skills, GD and Personal Interview coach, Leadership and Outbound training.
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banking Professional and sales coach


    Trainer Profile

    Pallavi Shivhare

     Agra - 282010




    Self Introduction :


                 I present myself with a remarkable confidence to develop any kind of organizational goal in future by putting my experience in desired state of logic. I am having an excellent communication, proven leadership, strong interpersonal skills, ample interest & diligent analytical effort to put every kind of objection, obstacle and complexity as a challenge.  


    I deeply believes in change of perception and personality through structured intervention.  As a successful  corporate incumbent I have been a part of middle management team and have experienced and observed various human resource trends in industry. I have 13 years of experience, out of which for eight years I have an extensive corporate experience with retail banking and financial product training and sales which give me an edge to deal with financial modules along with it I successfully imparts training on different behavioral and soft skills modules too.





    r Accomplished management career, reflected through: experience in human resources management, Training and skill Development, resource utilization, and organizational development for highly decentralized organizations. Have conducted workshops and class room training on various soft skill modules.

    r Passion for self development and developing others. Hard work in delivering whatever is promised, Maintained close communication with HR Coordinators.

    r Overall I consider myself a result oriented Soft Skill/Corporate Trainer, Inspirational, humorous, competent, intelligent and a remarkably professional facilitator, with excellent communication & presentation skills

    r A competent professional with 8 year and 4 months of Extensive Business Development experience in Retail Banking Operation, Stock broking, Hospitality industry and Corporate Marketing.

    r Recognized competence in managing large markets with the ability to analyze market situation effectively.

    An effective communicator with excellent team management, building & motivation skills, combined with a flexible & detail oriented attitude. 

    r Core Competence - Man Management & Relationship Building, Counseling and Mentoring, hardcore sales, customer service and operations.

    r Applauded by the management in the form of awards and performance bonus for exhibition of excellent performance and administrative skills.



     Business Development:


    § Conducted more than 300 Soft Skills/Sales training Program in last 5 years.

    § Actively associated as a  RESOURCE PERSON  with AMC’s (Mutual Funds) for the  investor awareness program.

    § Excellent command over financial products sales and marketing strategies with added advantage of practical (field) knowledge.

    § Having five year of working experience in the field of investment finance and business banking. Have expertise and utilized the theoretical knowledge in the practical way. Best understanding of the technical analysis and their usage in the professional world.


    § Domain Topics for Imparting Training (only few are mentioned)


    § Effective Public Speaking                                    

    § Selling Skills & creative thinking   

    § Objection Handling.

    § CRM

    § MBTI

    § Transactional Analysis.

    § Positive Personality.

    § Seven choices.                                                  

    § Goal Setting and Vision

    § Discover your strength (SWOT Analysis)

    § Presentation Skills
    Business Writing Skills

    § Communication Skills            

    § Interpersonal Relationship

    § Team building and Team Bonding Skills                  


    Professional QUALIFICATION: 


    o MBM (Dayalbagh Educational Institute, Deemed University, 2003)—First Div , Major-Marketing;  Minor- Finance.


    o BBM ( Dayalbagh Educational Institute, Deemed University, 2001)— First Div, Electives- Marketing; Finance.  






    Successfully associated with corporate and institutions as freelance trainer for behavioral and soft skills modules.


    Copy of : Trainer profile and brief client list attached.


    ●SHARDA GROUP OF INSTITUTIONS.:  (Long term association to facilitate their training needs)                                 

          Duration        : 23/07/2010 till 15/12/2015.

          Location        : Five SGI campus



     Sr.  Trainer, in Training and Development Department of  Hindustan College of Science and Technology, Mathura (Sharda Group of Institutions)     



    aKey Responsibilities:


    1. Understanding Students needs by meeting, discussing and identifying the training needs

    2. Preparing concept notes, projections and required training modules.

    3. Preparing and conducting the “Employability workshops” for B Tech/MBA students.

    4. Counseling and mentoring students for job orientation and employability.

    5. Preparing and conducting train the trainer program, planner and projections for the upcoming semesters.

    6. Prepare written weekly, monthly and semester reports and analysis to T&D Director.


    ●ICICI Securities Ltd.:                                      

          Duration        : 19/12/2006 to 28 Feb 2010.

          Designation     : Centre Manager (Earlier: ATS Manager)                  

          Location        : Agra and Mathura


    Worked as Branch Manager, Mathura earlier worked as ATS Manager (HNI client portfolio management and trade) Since Aug’2008. Before that worked as Centre Manager and handled Agra Location.   


    aKey Responsibilities:


    Handel the team of RM’s and SM’s, Multi product selling (Life Insurance, General Insurance, MF, Equity, Term Deposit and Demat Account).

    Training and induction of new recruitments and also imparting on the job product and sales training.

    HNI Client acquisition and retention of old HNI clients.

    1 Branch administration and asset reporting, meeting the branch profitability.

    2 Handling and guiding  account opening sales and operation team

    1 Meeting and handling HNI clients encouraging them for online trading and stock investment imparting financial advisory services.

    1 Meeting and setting up the branch targets and lay down the strategies to achieve the required goals.

    2 Financial planning and investment advisory services.

    3 Imparting product training to sales team and personality and sales pitch development through joint calls.

    4 Planning daily and monthly sales activity and sales route plan for the day.

    5 Role as Portfolio Manager to the customers by managing their investment in Equity as well as Commodity.

    6 Advising customers about investment tips and also time to time intimate them, which is the best investment act for them as Equity, Commodity, Mutual Funds, Life Insurance and PMS.



    ●HDFC Bank Ltd.:                                      

                                                                                      Duration      : 19/11/2004   to   16/12/2006.

                                                                                      Designation  : Dy.  Manager     

                                                                                              Location       : Agra and New Delhi


    Worked as Deputy Manager and was posted at Agra (MG Road branch), earlier was stationed at New Delhi (Vikas Marg branch).


    aKey Responsibilities:


    Tracking branch coxe’s productivity in order to achieve branch target.

    1 Cross selling to the existing customer/ branch walk-in’s.

    1 Acquiring new business and nurturing the existing one.

    1 Customer relationship building and cross selling. Preparing MIS and sales data.

    2 To achieve the set sales targets of the branch. Checking and controlling the AOD.  



    Standard Chartered Finance LTD:               

    Duration          :      24/01/03    to     15/11/04

                                               Designation     :      Jr. Probationary Officer (Credit card)

       Location          :      New Delhi

    aKey Responsibilities:


    1. Sending corporate proposal for corporate account tie-ups.

    2. Acquiring new corporate and retaining old clients.  

    3. Interacting with client explaining about the product offered (credit card).

    4. Initiating the corporate scheme for client increase usage and retention

    5. Application processing and verification.

    6. Preparing daily MIS and creating database for telesales.





    · Achieved the millionaire mark in Life Insurance in the month of Sep’2009 by the youngest team Pan India at ICICI Direct.

    · Achieved the millionaire mark four times in the last financial year 2009-2010 in the months Sep, November, December and February.

    · Cluster UP 1 Top branch in revenue and employee productivity fore the month of September’2009.

    · Achieved the third position in self sourced revenue in north zone for consecutive three months (July, Aug and Sep’2009).

    · Achieved the Top rank in U.P. and Uttranchal for HFC FD contest “Who Saat Din”.

    · Branch achieved the 1th rank in U.P. and Uttranchal among 15 branches for Customer to Trade contest for both the month, May and June 2008.

    · Pan India no 2nd for ATS account opening for the month Sep’ 2008 till March 2009.

    · Won twice ATS Five Star Centre award for the month of Jan and March 2009.

    · Value Champ Winner for the month of Nov’2007 for life insurance contest.

    · Won many small prize and recognitions for selling life insurance (Tie, Watch and Gift Voucher)




    1: Mr Puneet Nakara:

    Asst Vice President ( Agri Loan)


    Location:Lucknow(Uttar Pradesh)

    Mob: 09358138698, 09627105111


    2: Mr Arun Kumar Singh

    Regional Head (Mutual Fund)

    Aditya Birla Group

    Birla Mutual Fund AMC

    Location: Chandigarh (Punjab & Haryana)




      Personal Profile :


    Father Name : Shri Vishnu Dayal Shivhare

    Husband Name : Er. Deep Raj (Civil Engineer)

     Date of birth : 18th Jan’1980

     Sex & Marital Status : Female Married

     Languages known :  Fluent in Hindi and English.

     Hobbies : Computers, designing and interacting with people.




    I hereby declare that the information furnished above is true to the best of my knowledge.


    Thanking You,




    Place:    Agra                                                                                                          (Pallavi Shivhare)