HR Summit Financial Services 2017

Be Future Ready! Discover, Learn
and Grow in the ever changing field
of HR!



Changing Times
The Financial Services sector is witnessing constant change in technologies and the
environment it operates in. Organizations have to constantly look at practices they
deploy to keep their employees engaged and align them to prevalent demands.
The role of HR personnel in such circumstances becomes critical as they have to keep a
watchful eye on HR strategies that may be seen in the future and at the same time
refresh their existing HR practices to meet the immediate demands of employees and
top management alike.

Growing Expectations
A number of talent trends are challenging HR managers to modernize – from the
increased use of social media for recruitment, to the rise of the “Digital Natives”  in the
workforce and the business demand for predictive people analytics.
HR is no longer at the tail end of the technology queue. They have access to powerful
tools that move them away from administrative paperwork and put them firmly in a
position to make long-lasting strategic decisions for the organization. As more
companies work through updating their organizational processes to compensate for
their digital transformation initiatives, HR’s role will continue to evolve and center itself
as one of the most important areas of an enterprise.

Keeping in view the above, AIWMI has organized its inaugural
HR Summit: Financial Services 2017.

Why Attend?

Discover – The winning formulas of effective HR teams

Learn – Success secrets from prominent HR leaders

Debate –  Quiz the speakers on the secrets of their success

Speed learning – Get quick-fire inspiration for your own growth

Ignite – Learn new ideas to enhance HR practices

Speed networking – Build a tailor-made support network

Action – Identify the take-away you can immediately apply

Who Should Attend This Event?

  • CHROs
  • EVPs/SVPs/VPs of HR and Talent Management
  • HR/Talent Management Directors
  • Recruitment/Talent Acquisition Directors
  • Managers and Team Leaders with responsibilities in:
    • Human Resources
    • Talent Management
    • Talent Acquisition & Recruitment
    • Engagaement & Retention
    • Development
    • Learning & Training
    • Succession Planning
    • Organizational Development

~~~~~Empower yourself at an event that will change your outlook towards your career!~~~~~


November 16

08: 00


09: 30

Welcome Remarks

Aditya Gadge, CEO, AIWMI

09: 45

Opening Remarks

Sandip Ghose, Director, National Institute of Securities Markets (NISM)

10: 00

Digital is Disrupting Banking - How to build digital leadership and digital mindset

Gurpreet Bajaj, 

10: 30

Panel Discussion: Designing a Futuristic HR Toolbox for the Indian Financial Services Sector

Sunder Ram Korivi, Dean, NISM (Moderator)
Jigar Avlani, Associate Director-HR, PwC
Ayan Chatterjee, ‎Head – Learning & Development, DHFL
Shrikant Vadapalli, Head – Learning & Development ,L&T Financial Services
Kavita Kurup, Head – Learning & Organizational Development, Axis Bank

11: 30


12: 00

Master Class: HR & Mind Mapping & Brain Literacy

Dharmendra Rai, Mumbai ‘s First Mind Map Trainer

13 :00


14: 00

Panel Discussion: Redesigning the Employer Brand to Challenge Stereotypes about a Career in Financial Services

Aditya Gadge, CEO, AIWMI (Moderator)
Alok Sheopurkar, EVP & Head- HR, HDFC Asset Management Co. Ltd
Sahil Nayar, Human Resources, KPMG
Pratima Sheorey, Director, Symbiosis Centre for Management and HRD
Arpita Pamnani, Head-Talent Acquisition, DCB Bank

15: 00

Wrap-up Session: Transforming HR to Drive Business and Cultural Change Resulting in Strategic Partnership in the Business

Biharilal Deora, Principal Advisor, AIWMI (Moderator)
Surbhi Shweta, Head-HR, BNP Paribas Investment Partners
Rashmi Nagori, Head-HR, Edelweiss Global Wealth & Asset Management
Vernon Fernandes, HR Business Partner, Thomson Reuters
Avinash Yogeshwar, Country Group Head & HR Business Partner, Mahindra Finance
Reena Tyagi, Chief Human Resources Officer, Cigna TTK Health Insurance Company Ltd.


16: 00


16: 30

Master Class: Image Management For Financial Services

Kalyani Kamble, Master NLP Practitioner & Certified Life Coach

17: 30

End Of Conference

Mr. Sandip Ghose is the Director of the National Institute of Securities Markets (NISM), an educational initiative of the Securities and Exchange Board of India (SEBI). He provides strategic leadership to NISM’s seven School of Excellence engaged in Securities Education, Research, Certification of Market Intermediary, Corporate Governance, Investor Education and Financial Literacy. He also oversees the School of Regulatory and Supervisory studies which acts as a staff college for SEBI officers.

Prior to taking over as Director of NISM, Mr. Ghose was Head of Human Resources in the Reserve Bank of India (RBI). A central banker by profession, Mr. Ghose was Chief of Staff and Advisor to three successive RBI Governors – Dr. C. Rangarajan, Dr. Bimal Jalan, and Dr. Y.V. Reddy – over a period of nine years, i.e. 1996-2004. He was also the Principal, Bankers’ Training College, Mumbai, between 2004-2007 where he was responsible for grooming and capacity building of the top management of the commercial banks in India. He has also served as Principal of College of Agricultural Banking, Pune and Regional Director of the RBI, Delhi.

His knowledge of job markets and work place effectiveness, coupled with his experience both within the country and abroad, provide a comprehensive perspective to institutions in formulating policies on training, performance and talent management.

During his career, Mr. Ghose has received several prestigious awards including an Honorary Doctoral Degree by the Sikkim University.

Mr. Ghose is Member on the boards of national and international training institutions and business schools.

Gurpreet Bajaj, VP-Solutions, Knolskape

  • Certified Learning and Gamification leader, practitioner and speaker with 16 years of diversified experience of planning,
    executing, leading new age organizational learning strategies, workshops and ecosystems.
  • IIM- I Alumni.
  • Certified in Octalysis Gamification Framework by Yu Kai Chou.
  • A proven track record of working across industries, cultures and geographies with market leaders such as American Express, Ernst and Young, Depuy Synthes, Baxter, Make My Trip, American College of Middle East.
  • Active speaker, author and seasoned HR evangelist in industry forums and business schools (NASSCOM,NHRDN,People Matters) for next generation innovative L&D practices, simulation based learning and thought leadership on Gamification at Work.
  • Verified Certification in ‘International Leadership and Organizational Behavior’ from University of Bocconi, Italy, ‘Gamification’  from Wharton and ‘Learning how to Learn’- University of California, San Diego and ‘Behavioral Finance’ from Duke University

Declared a “Genius” by Tony Buzan – Mind Map Inventor & Nobel Peace Prize Nominee !
Endorsed by Jack Canfield – ” The Secret ” Teacher & The Co Creator of The Chicken Soup For The Soul Series (Sold Over 500 Million Copies
Ranked #1 in a International Creativity Test Organized by Tony Buzan & Chris Griffiths , CEO , ThinkBuzan in Dubai
Trained In Lateral Thinking By Edward de Bono, The Father Of Creativity & Nobel Economics Prize Nominee. He has a planet named after him !

NLP Master Practitioner, endorsed For NLP By Sue Knight One Of The Global Pioneers In NLP, Author Of NLP At Work

Conducted 303 Mind Map Seminars – Probably A WORLD RECORD !
Mind Map seminars done for Execs of Many Fortune 500 Cos , IITs, IIMs, Harvard Business School, Wharton Business School, Johns Hopkins, Oxford, & London School of Economics (LSE) Alumni & organisations like YPO.

Dharmendra Rai gave rise to over 8 Million Reference Pages on Google.

Speaker at The World HRD Congress 2012.

Member of Mensa International (An International High IQ Society).

Appeared on prominent media like CNBC ,BTVi ,ex BLOOMBERG TV India ,Times Of India (TOI) ,BW Businessworld ,DNA ,Zee Business and Channel V.

15 Years Work Ex With Cos like Morgan Stanley, Alliance Capital. Last Position – National Sales Head , Benchmark Mutual Fund (Later Goldman Sachs) .

Joined the elite list of extremely rare human beings in the history of planet earth , who have been A TED x Speaker Not Just Once But 5 TIMES – probably a WORLD RECORD for an Indian Speaker ! It was an honour for him to speak at a platform that has had Shah Rukh Khan, Elon Musk, Dan Ariely, Bill Gates, Bill Clinton, Stephen Hawking, Richard Branson, Anupam Kher, Anurag Kashyap, Monica Lewinsky, Ray Kurzweil, Anthony Robbins & Steve W, Co-founder Apple Inc.

One of the Most Connected People on the Planet. Linkedin: Touched 48000 DIRECT Connections, FB: 5000 Connections.

Klout Score: Touched 73 . Is one of the most influential people in the world on Social Media.

Nominated for A UN ( United Nations ) Award For Contribution To Brain Literacy.

Awarded The GENIUS Mind Map Trainer Award At Ishma Spiritual Awards 2015.

Co Inventor – www.FreeLearningResources.Com With Rishi Gangoly.

Is Also The World s First & Only Wontpower Science Trainer.

Ranked As THE MOST RECOGNISED TRAINER IN INDIA Twice In A Row , in 2015 & 2016 By OPTRIS.

Ayan is a hardcore people development professional with more than 18 years experience in Channel & distribution development, Profit centre management, Retail Sales Management at both start ups and established organisation level. His experience of more than a decade in Training & development made him an expert in strategising, designing and executing structured training road maps aligned to business needs.


  • Drawing the L&D Strategy in line with Organisation’s long term business objectives.
  • Doing formal as well as informal TNA and design roadmap.
  • Design & develop programs with defined post training productivity impact.
  • Design & execute Trainer Development Roadmap thru structured TTT intervention and rigorous certification process.
  • Creating a team of efficient and effective Trainers from the scratch.
  • Project management.
  • Start ups.


  • 10 years of experience in formulation, development and delivery of Sales Training in Insurance Industry.
  • 4 years of Sales Management experience in Insurance and Education Management Industries.
  • 1.5 years of experience in succesfully managing and running a Profit Centre in Education Management Industry.
  • 1.5 years experience in identifying, recruiting and managing Franchisees in Education Management Industry.

Surbhi has over 13 years of experience in Human Resources and in Asset Management space. She is currently heading the HR function and overlooking all areas of Human Resources.

Prior to joining BNPP IP, she was heading HR for Mirae Asset Management Co. Ltd and has also worked with other firms of repute like JM Financial and Reliance Asset Management Co. Ltd.

She has done her MBA from Pune university and also holds a PGDBM degree in Human Resources.

Alok Sheopurkar is Executive Vice President & Head – HR at HDFC Asset Management Company Ltd. He has worked and trained in the companies like Tata Iron and Steel Company, Grasim, Crompton Greaves, Cadbury Schweppes and AIG.

Alok also serves as Chairman – Apex Advisory Committee & member governing council of SNDT University – Mumbai, Member – Board of governance- Symbiosis School of Banking and Finance, Pune, Member – Advisory board – VIM – Pune, Member –Regional Chapter Development Committee of Financial Planning Standards Board of India (FPSB), Member board of governance at St. Xavier -Mumbai’s Management Institute, Member academic advisory committee – IIT Roorki. He is founder member of Thane HR Group, Mumbai Executive Coach Association and life member of NIPM and NHRD Network.

Alok has studied Commerce, Law and Management and has various certifications like; certified Behavioral Analyst, certified OD Practitioner and qualified MBTI practitioner to his merit. He is also Professional Certified Coach (PCC) from International Coach Federation (ICF). Alok has also been a speaker in seminars, Symposiums, round tables and conferences. He has also contributed several articles in national and international journals and has won many awards. He advises senior management professionals, entrepreneurs and businesses.

Alok has keen interest in storytelling, communication, negotiations and corporate social responsibility. On a personal note, he is a nature enthusiast with avid love for wild life, farming, and canines. He can be reached at

Dr. Shrikant Vadapalli has 15+ years of experience in the areas of Learning & Development, Capability Management, Strategic Human Resources, Organizational Culture & Employee Engagement. He has worked in varied domains like Manufacturing, BFSI/Finance and Accounting, IT/ITES, Telecomm & Hospitality Sales.

He has been Led/part teams which have won many awards and accolades for their work like Brandon Hall Group Gold Award 2016 – Excellence in Learning, L&D League Awards 2016 – People Matters, Best Simulation Solution & Training Initiative in Banking – World HRD Congress to name a few.

He is a recognized speaker in reputed forums and has personally been recognized by international universities for his work in Organizational Effectiveness.

He has done his masters in IRPM and holds a PhD in Instructional Systems Design. He is certified on various OD programs by GE Crotonville.

In his spare time he enjoys wildlife photography and works with NGOs in the field of education and cancer.

10 years of experience in dealing with end to end HR processes. Involved in conceptualizing and designing various HRMS within organization and also front ending the execution part of it. Helped the organization in various total rewards initiatives and performance management process.

Current role
West HC leader for one of the service lines.
Total rewards leader for one of the service lines.
Leading Performance management process for one of the service lines.

Dr. Pratima Sheorey is the Director of Symbiosis Centre for Management and HRD
Pune, India. She did her PhD from Symbiosis International University and MBA in
Marketing from the University of Pune. She has more than 18 years of experience in the
academic and corporate sector. She has worked in companies like ORG-MARG (now
ACNielsen), the Hero Group and others in corporate sector and has been a faculty at
various Institutes of Symbiosis International University (SIU). Dr. Pratima has been an
invited speaker at many national and international fora through AACSB, various
corporate and non – governmental organizations. She has been a regular visiting faculty
at Telecom Ecole De Management, France for Marketing Management. She has
worked in the area of Market Research, Training & Consulting and Business
Development. She has trained executives in many organizations in India and abroad in
various behavioral and functional programmers like Service Orientation, Selling Skills,
Creativity and Innovation etc. across levels. She has been instrumental in guiding her
students in various national and international student competitions where they have won
accolades for the institution. She has published many papers in reputed journals and
participated in many conferences in India and abroad.

Currently working with Mahindra & Mahindra Financial Services Limited as Country Group HR and HR Business Partner

Handling Business HR portfolio for MMFSL.

OD – People CMM , HR Excellence,Empowerment, Participatory Culture, Continuous Workforce Innovation.

Handling  Country group & Zonal Portfolio across geographies.

Masters in HRD
Post Graduate Diploma in Quality Management
Certified in OPQ, PPA & DISC

Rashmi Nagori is Head – HR at Edelweiss Global Wealth & Asset Management. She has over 20 years of work experience in Sales and Human Resources and has worked with HDFC Securities and Kotak Bank.

Rashmi has been instrumental in driving business success through strategic partnership. She comes up with strong experience in building performance mindset, post acquisition cultural integration and change management. She has also played an active role in coaching and mentoring the people managers to transform them into leaders

Rashmi has done her MBA from Chetana Institute of Management & Research.

Rashmi has keen interest in understanding different cultures, mentoring and development of people and implementation of processes to build scale. On a personal note, she loves travelling and exploring new geographies. She can be reached at

Vernon has been associated with the commercial business of Thomson Reuters in South Asia since Dec 2013. In his role as HR Business Partner to this organization he is responsible for extending complete HR coverage to go-to-market teams in the South Asia region.

During his stint, he had played a lead roles in the complete integration of the then acquired Omnesys business and the go-to-market transformation from a people perspective.

Prior to joining Thomson Reuters, Vernon has worked across in the Financial Services industry for over a decade spanning Insurance, Investment and Wealth Management with market leading organisations like Aditya Birla Capital, JP Morgan, ASK Investment Holdings in diverse HR roles.

Vernon holds a MBA in HR from NMIMS and a Bachelors’ degree in Management Studies from Mumbai University. On a personal note, he is passionate about travel, Indian equity markets and spends his free time researching content.

Kalyani Kamble is one of the senior most image consultants in Mumbai. She has trained over 500 Image Consultants and helped many women break through the shackles of Body Image.  Being a Master NLP Practitioner and a certified Life Coach, Kalyani embraces the Zen way of living. She has more than 8 years experience in corporate training and image consulting. She recently has conceptualised an innovative concept in counselling called “CoffeewiththeCoach “.  She is absolutely passionate about learning and development.She comes from a school of thought which believes in the philosophy of Image inside out and swears by the fact that confidence can do wonders.

An astute professional in the Human Capital domain, Sahil is extremely passionate about creating possibilities by working his way through relationships and human psychology.

Sahil is currently associated with KPMG in India and partners with their Tax Practice. He addresses their Human Capital challenges and provides end to end employee lifecycle solutions.

An avid reader, teaching is his passion. On weekends you would either find him at a B-School sharing his perspectives with budding talent, unwinding over some contemporary thought leadership or finding humans within human beings. At leisure, he explores and traverses treacherous roads over various genres of music.

He truly believes, “You really get what you got when others get what you got.”

Arpita currently heads the Talent Acquisition function in DCB Bank along with Campus Engagement and Employer Branding.

Prior to joining DCB Bank, she was associated with Brands like Tata Power, Randstad and Arshiya International. Almost a decade in the HR, Arpita has worked in various cross functional projects like Manpower Demobilisation, L&D, Risk Management, Greenfield Manpower Planning, Internal Audits among others.

Arpita’s husband Pankaj is heading the HR Compliance division in Voltas. The globetrotting duo also share passion in social work, art and fashion.

Arpita earned Honours in English Literature from Calcutta University and an MBA from Sikkim Manipal University along with ISO certification in Psychometric Test, Thomas Profiling, Risk Management and Internal Audit as well as a diploma in Odissi Dance and has won many accolades in these fields.

Prof. Sunder Ram Korivi is the Dean of School for Securities Education(SSE) and School for Securities Information and Research (SSIR). Prof. Korivi is an MA (Economics and Political Science) and PhD from the University of Mumbai. He is a Fellow of the Institute of Chartered Accountants of India. He is also an Associate Member of the Institute of Cost & Management Accountants of India and the Insurance Institute of India. Prof. Korivi was a full-time faculty member at SP Jain Institute of Management, and later, a Professor and Dean at NMIMS University. He has conducted policy-oriented research for the Central and State Governments. An adjunct faculty at IIM Kozhikode, he has also lectured at IIT Bombay, NIBM, NIA, NITIE, BSE and other institutes. He has guided two PhDs, and also refereed PhD studies of several universities all over India. He has prior work experience with Business India as a Corporate Researcher, Tata Industrial Finance Corporation as a Merchant Banker.

Reena Tyagi is Chief Human Resources Officer for Cigna TTK Health Insurance India Ltd. As a part of the Senior Leadership Team , she plays a key role in building and executing  Organization’s strategy and has also been a core member in launching the Organization’s services in India.

With Overall experience of more than 20 years, Reena has extensive experience in building and executing Talent Strategy, leading Organizational transformations, strategic workforce planning, driving large scale growth and Leadership Development. She fosters a culture emphasizing inclusion and collaboration to drive exponential business value.

Her experience has been in people intensive and service oriented industries. Reena has worked in Organizations like Bharti Airtel, ABN AMRO, TATA Teleservices and NIIT.

A skilled, hands-on practitioner with over 16 years of experience in the Learning & Organizational Effectiveness field, with a strong track record of high impact to complex, large-scale global businesses, especially with regard to moving the needle on organizational transformation and change management initiatives.

Currently the Country Head for Learning & Organizational Development across the Bank

  • Learning
  • Talent Management
  • Performance Management
  • People Engagement
  • Organizational Change & Effectiveness

Responsible for creating and implementing strategies for a wide range of activities, including Leadership Development, Organizational Development, Organizational Effectiveness, Succession Planning, Performance Management, Change Management, Learning, and Talent Management and playing a pivotal leadership role in how the Bank aligns talent with strategic business objectives in fast moving and changing markets.

Responsible to be an architect and execute the enterprise level work force learning strategy, organizational design developments, drive leadership effectiveness, create world class interventions for talent and performance management.

Lead the continuous development of a best-in-class global work force planning, and organizational performance strategy and intervention practice, to drive growth and innovation, strengthen organizational performance and resilience, and continually develop executive capabilities and engagement.

Date: November 16, 2017

Venue: The St. Regis, Mumbai

Gold Sponsor

AIWMI’s inaugural HR Summit: Financial Services 2017 provides an unmatched opportunity to connect your brand with more than 200 HR professionals working in the Indian financial services sector.

Aligning your organization’s brand with AIWMI is a smart and effective way to engage relevant audiences and demonstrate expertise and credibility in a neutral environment.

In addition to industry leading conferences and summits, AIWMI builds Strategic Solutions, working with clients to create events from conception to execution based on specific themes, audiences and geographies. We offer a full spectrum of event formats that cater for our client’s engagement and positioning requirements.

Contact Ms. Archana Javgal to explore your sponsorship options.

Archana Javgal | E:  I +91-8450913481

Supporting Partners

Online Media Partners

Education Partner


Registration Fee

Till October 25- Rs. 3540

From October 26- November 10- Rs. 4720

From November 11- November 16- Rs. 5900


Register Now

Disclaimer: The Association of International Wealth Management of India (AIWMI) is an independent entity/brand and has no relation, whatsoever, with AIWM