Trainer Search

Training Overview

Delivery Language

English

Bio

I am Neelam Raina – a transformational trainer, banking expert, and leadership architect, passionate about shaping resilient organizations and governance-ready teams
Executive Summary
With 17+ years of high-impact experience across banking, corporate learning, governance, and digital transformation, I bring a unique blend of strategic foresight and operational excellence to boardrooms. As Co-Founder , ex-AVP and corporate consultant who worked in PSU ,private sector financial conglomerate, I’ve led 5000+ enterprise-level programs across BFSI, Government, Healthcare, EdTech, and Fortune 500 companies.
I’ve trained 1,00,000+ professionals on topics ranging from ESG, digital transformation, risk compliance, executive leadership, and generative AI, with a proven track record of aligning learning strategies to business outcomes and regulatory frameworks.

Topics

1. Banking, Financial Services & Governance

Core Banking Transformation

Retail & Corporate Banking Strategy

Treasury & Asset-Liability Management

Credit Risk & Lending Frameworks

Risk, Compliance & Regulatory Advisory

Financial Inclusion & ESG Banking

2. Leadership, Talent & Organizational Development

Executive Leadership Development

Women Leadership & DEI Strategy

Change & Transformation Leadership

Corporate Learning & Development Strategy

Talent Development for Hybrid Workplaces

3. Digital Strategy, Innovation & AI Integration

Salesforce Strategy & Implementation

Digital Banking & FinTech Transformation

Generative AI & Cybersecurity Strategy

CRM & Customer Experience Optimization

Digital Transformation Roadmaps

4. Risk, Fraud & Compliance Management

Enterprise Risk Management Frameworks

Fraud Risk Prevention & Detection

Regulatory Readiness & Compliance Alignment

Cyber Risk Strategy & Resilience

Risk Data Analytics & Early Warning Signals

5. Strategic Sales & Business Growth

Salesforce-Driven Sales Enablement

Strategic Market Entry & Expansion

B2B Commerce & Revenue Optimization

Go-to-Market Strategy & Product Launch

Sales Analytics & Forecasting

6. Sector-Specific Consulting

Banking & FinTech Innovation

Healthcare Financing & Digital Strategy

Education & EdTech Learning Solutions

Automobile & Manufacturing Process Transformation

Government & Smart City Governance

7. Wellness & Sustainability Consulting

Corporate Wellness Programs

ESG Strategy & Sustainability Reporting

Mindful Leadership & Well-being Programs

Financial Wellness Strategy

8. Training-as-a-Service (TaaS) Modules

Leadership Masterclasses

Risk & Compliance Certification Programs

AI Strategy & Digital Transformation Workshops

Banking Operations & Governance Training

Sector-Specific Upskilling Programs

Course Outlines

 Core Boardroom Competencies
• Banking & Financial Governance: Retail & Corporate Banking, Treasury, Risk & Compliance, Financial Reporting
• Leadership Excellence: Boardroom Presence, Women Leadership, Succession Planning, C-Suite Effectiveness , DEI integration
• Corporate Governance: ESG, Risk Management (FRM), Strategic Audit, Regulatory Compliance, GDPR & DPDP Act
• Digital Strategy & Innovation: Salesforce, Digital Lending, AI for Enterprise, FinTech, Cybersecurity Frameworks
• Risk & Compliance Oversight – ERM, FRM, KYC, AML, audit trails, regulatory standards
________________________________________
 Key Career Appointments
Co-Founder & Training Head – Sharpnerr Empowerment Ltd.
2024 – Present
• Spearheaded L&D innovation for 200+ clients including Infosys, Accenture, KPMG, Axis Bank, Amity
• Designed ESG training modules, risk compliance playbooks, AI-for-enterprise workshops
• Delivered leadership programs for senior executives & future-ready board members
Assistant Vice President – IDFC First Bank
May 2023 – June 2024
• Led Salesforce Data Cloud and Financial Services Cloud implementation, ensuring cross-functional digital integration across retail and corporate verticals.
• Spearheaded team capability development for over 250 managers across verticals like lending, liabilities, and customer acquisition.
• Led product trainings for asset and liability management teams covering CASA, lending, treasury products, and cross-selling techniques.
Corporate Consultant & Relationship Management – IDBI Bank
Jan 2008 – May 2023
• Drove the Finacle Core Banking Solution transformation—led UAT, user training, migration mapping, and change management strategy.
• Served as a governance trainer for internal audit readiness, risk heat-mapping, and FRM framework implementation across branches.
• Led sessions on government business acquisition, helping teams win institutional clients through structured banking proposals.
• Conducted financial literacy, women empowerment, and digital awareness campaigns under CSR and public outreach initiatives
Corporate Trainer – Wipro Ltd.
April 2007 – Jan 2008
• Conducted foundational process transformation and customer service excellence modules
________________________________________
 Board-Level Initiatives & Recognition
• Project URJA – Governance & digital transformation training for IPPB senior leadership
• Smart City Conclave – Banking Advisor to Urban Governance Committee
• SUDA – Women Leadership Program – Empowered 200+ women SHG leaders in UP
• University level guest faculty ( NU, LPU, AU etc) – Executive presence, MDP, FDP, ESG, AI strategy training, Induction, promotion , experienced and corporate level training
• ICT Academy & Infosys Foundation – Signature Master Banker & E-Commerce Trainer
________________________________________
 Qualifications & Certifications
• Certified Investment Banker (IRDA)
• Digital Banking Professional – IIBF
• Strategic Management & Organizational Behaviour – IIM Bangalore
• Cybersecurity & Fraud Management – IIBF
• Soft Skills & Business Communication (NABET & ICBI Certified)
• AI & Cybersecurity Specialization in Risk Mitigation (IIBF)
________________________________________
 Clientele Footprint & Industries Served

• Banking, Financial Services, Credit & Insurance (16+ years of core domain expertise): IDBI Bank, IDFC First Bank, Kotak Mahindra Bank, Ujjivan Small Finance Bank, India Post Payments Bank, HDFC Bank, Axis Bank, ICICI Bank, Aditya Birla Finance, , SBI Life-Care, Emirates EDB Bank (Mentorship), ICICI Bank
• Healthcare & Pharmaceuticals :Apollo Hospitals, Fortis Healthcare, Max Healthcare, Dr. Reddy’s Laboratories, Cipla, Sun Pharma, Stemz Pharma
• IT, Technology & EdTech : Infosys, Accenture, Wipro, Agama Educon, Crack-Ed, Harvin Henry
• Manufacturing & FMCG : TVS Motors, Hyundai, Ford, KIA Motors
• Government & Public Sector : SUDA (State Urban Development Authority), DTO (District Transport Office), NHPC, NTPC, Smart City Conclave (UP Government), UPAAM (Urban Planning and Management), Dial 112 (UP Police), CBIP
• Education & Universities : Amity University, NIIT University, Lovely Professional University (LPU), Accurate Group of Institutions, Echelon College, Don Bosco Institute of Technology, Regional Engineering College UP, Sharda University
• Corporate, Advisory & Consulting :KPMG, Ernst & Young (EY), Boston Consulting Group (BCG), McKinsey & Company, Aditya Birla Group, Infosys, Accenture

Training Logistics

Delivery Mode: In-person

Locations Covered: Asia

Participants: 200

Case Studies & Additional Info