ROHIT GUPTA

Experience

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  SBI Life Insurance Co. Ltd.

  Nov 2007 - Sept 2012

  * Internal Process Audit – Conducts internal process audits of aligned branches and ensures comprehensive compliance with all regulatory and statutory requirements are met for branch operation.* MIS Analysis & Reporting – Monitoring and control over the various daily, monthly and quarterly MIS sent to branches and various management levels, ensuring the accuracy of data.* Customer Relationship Management – Ensures high level of customer service in accordance to company standards & ensuring customer satisfaction by achieving delivery & service quality norms. Show less * Underwriting – Analyze / evaluate the risks and exposures of prospective clients’ on the basis of various parameter defined in medical, occupational & financial underwriting guidelines of the company.* Internal Process Audit – Conducts internal process audits of aligned branches and ensures comprehensive compliance with all regulatory and statutory requirements are met for branch operation.* MIS Analysis & Reporting – Examines the data for measuring the performance and ensures that the information provided is timely, accurate and in systematic format. Show less * Underwriting – Assessment and acceptance of medical and non-medical cases up-to the prescribed limit through evaluating the risks and exposures of prospective clients. * Audit & Compliance – Conducts internal process audits of associated branches and ensures comprehensive compliance with all regulatory and statutory requirements are met for branch operation.* Branch Coordination – Coordinates with personnel of linked branches for day-to-day work; timely and effective resolution of the queries and issues arising at branch level. Show less

  • Senior Executive Operations - Underwriting

    Apr 2012 - Sept 2012

  • Executive Operations - Underwriting

    Apr 2010 - Mar 2012

  • Associate Operations - Underwriting

    Nov 2007 - Mar 2010
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  Apollo Munich Health Insurance Company Ltd.

  Sept 2012 - Sept 2016

  * Project Management – Responsible for coordinating project performance with program manager. Contribute to the overall project plans, manage day-to-day project activities, monitor and report on progress to relevant stakeholders.* Process Management – As a PMO assist in developing standards & processes that will help enable streamlined and efficient working & also monitoring activities are performed as per set process.* Operations Management – Responsible for planning of upcoming organizational needs and implement strategies in a proactive manner, analyze and maintain all client Service Level Agreements. * B2B Online Integration – Liaison with Business & IT team of partners/brokers for web integrations of B2B API for hosting AMHI products on their websites.* Team Management – Responsible for selecting, training, developing and managing performance of PAN India team of coordinators; providing prompt and objective coaching and counseling, planning and assigning work in accordance with the organization's policies.* Agent Engagement – Engaged in planning & executing domestic & international events, negotiation & empanelment with Travel Vendors/Partners for travel itineraries. Show less * Team Management – Managed & supervised coordinators of PAN India branches with the objective of delivery timelines, efficiency & productivity to ensure processing within the statutory & regulatory guidelines.* Partner On boarding – Engaged in easing the transition phase of partner empanelment viz. customization of products, changes in partner portal & process refinement as per defined agreement. * Process Designing & Implementation – Proposing and drafting Departmental Procedure to ensure activities are performed as per laid guidelines and implementing it for streamlined and efficient working across branches.* User Acceptance Testing – Involved in UAT of recently launched projects and services, sharing the findings with the development team and arranging necessary correction before it moves to Production or Go live. Show less

  • Associate Manager - Project Management

    Apr 2015 - Sept 2016

  • Assistant Manager - Distribution Operations

    Sept 2012 - Mar 2015
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  Aditya Birla Health Insurance Company Limited

  Sept 2016 - Apr 2020

   Operations Management – Managing Distribution Operations (Agency Licensing) team engaged in On-boarding of IRDAI classified Insurance Intermediaries, processing & verification of empanelment documents. The role includes process designing & documentation, escalation management, business process management, liaison with IT for system development, dealing with internal/external stakeholders, PAN India branches and Insurance Regulator (IRDAI). Performance Management: Managing complete Rewards & Recognition, KRA & KPI setting of whole distribution team under various channels as per sales strategy, ensuring correct incentives & contest payout is released within timelines. Organizing events and conventions, coordinating with Vendors for execution within targeted budget. Coordinating with internal stakeholders for the sign off, ensuring continuous improvement in incentive schemes and campaign basis post launch review in order to establish a best in class framework as compared to peers in the market.  Project Management: Coordinating with internal team & external vendors for flawless execution of project releases and timely delivery. Managing relationship with Product management team and all relevant stakeholders, ensuring resource availability and optimum utilization of resources. Oversee overall project plans, manage day-to-day project activities, collating business requirements & coordination with the testing team. Process Management: As a process owner engaged in developing Standard Operating Procedures (SOP), guidelines that help enable streamlined and efficient working, cascading it to PAN India branches for adherence. Proactively taking initiatives in identifying process improvements for efficient functioning of the department. Ensure processes are highly cost effective, time saving, help eliminate flaws, decrease resource allocation on any task that results into overall quality and customer satisfaction. Show less * Distribution Operations Management – Managing distribution operations team engaged in on-boarding and empanelment of IRDAI classified Insurance intermediaries. The role includes process designing & documentation, escalation management & coordination with IT for system development.* Escalation Management: Effectively addressing escalations (if any) raised by the internal and external customers and proactively identifying and modifying process to give best in class services to our end customers.* Project Management: Coordinating with internal team & external vendors for flawless execution of project releases and timely delivery. Oversee overall project plans, manage day-to-day project activities, collating business requirements & coordination with the testing team.* Process Management: As a process owner engaged in developing Standard Operating Procedures (SOP) that help enable streamlined and efficient working. Proactively taking initiatives in identifying process improvements for efficient functioning of the department. Ensure processes are highly cost effective, time saving, help eliminate flaws, decrease resource allocation on any task that results into overall quality and customer satisfaction.* Performance Management: Handling end to end KRA & KPI setting of distribution team, ensuring correct incentives & contest payout is released within timelines. Ensuring continuous improvement of performance management process in order to establish a best in class framework as compared to peers in the market. Show less

  • Manager - Multiply and Distribution Operations

    Jan 2019 - Apr 2020

  • Manager - Distribution Operations

    Jan 2018 - Dec 2018

  • Deputy Manager - Distribution Operations

    Sept 2016 - Dec 2017
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  Kotak Life

  Apr 2020 - Aug 2022

  Assistant Vice President

  ▪ Customer Experience: Periodically conducting surveys for customer insights & analyzing NPS scores for effectively engaging with customers and identifying the pain point/areas for process optimization. Customer driven approach and capable of working within a collaborative team environment focused on providing high quality service to the customer.▪ Digitization & Automation: Initiates process, system changes and enhancements, works with other cross functional business teams to prioritize process and system improvements & initiatives impacting digitization of services and project automation. ▪ Operations Management: Possess strong business acumen with the ability to think strategically and to understand underlying business and organizational needs. Expertise in defining, standardizing and implementing key service delivery parameters (KPI & SLA delivery) for Policy Servicing department. ▪ Risk Management: Keeping abreast of all legal and regulatory requirements thus ensuring that the design and implementation are in line with compliance regulations. ▪ Team Management: Spearheading high-performing team of 50+ members through continued up-skilling and training so that individuals are well equipped and proactively developed to meet future needs. Customer Experience & Engagements Customer Payouts Net Promoter Score Risk Management Digitization & AutomationPolicy ServicingCompetitor Benchmarking Show less

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  Kotak Alternate Asset Managers Limited

  Jul 2021 - now

  Associate Vice President

  Investor Relations: Coordination with various vertical head and program managers for launch of schemes, ensuring regular updates are cascaded to all relevant business units & distributors. Brokerage and payout schemes are discussed well in advance within the team and scheme documents are preserved for futurefulfilment. Capable of working within a collaborative team environment focused on providing high quality service to all business units’ viz. (Kotak Bank, Kotak Securities and Kotak Wealth), verticals and external distributors.▪ Sales Process Management: Possess strong business acumen with the ability to think strategically to control and manage activities as per organizational needs. Expertise in defining, standardizing and implementing sales process improvement initiatives for constant improvisation. ▪ Digitization & Automation: Initiates process and system changes, works closely with other cross functional business & IT team for system improvement, digitization & automation initiatives. Show less