Karan Matalia

Experience

• 

  IMS Learning Resources Pvt. Ltd

  Jul 2009 - Apr 2010

  Counselor and Student Mentor

  Counselor & Lecturer for MBA aspirants

• 

  SHRIRAM GENERAL INSURANCE CO. LTD.

  Apr 2013 - Apr 2019

  State Head of GujaratResponsibilities:• Primary responsibility is to achieve Sales target for all branches and of the State as a whole by taking care of marketing, underwriting and operational activities.• Directly responsible for Agency, Banca & Brokers vertical through different teams for each vertical and renewal & retention for the overall business.• Developing marketing strategies and underwriting decisions with regular monitoring and updating guidelines to help the branches and the team to be competitive in the market • Development of untapped markets across Gujarat to help build new branches or point of sales centre• Maintaining comprehensive MIS of revenues generated, losses accumulated and in turn profits from various products and channels which enables to make future marketing and underwriting decisionsKey Highlights: Business tie-up with Dena Gujarat Gramin Bank, Kalupur Commercial Co-operative bank, Mas Finance, and Project on financial inclusion of rural Gujarat Show less Responsibilities managed previously as an Assistant Manager:• Helping and assisting branches with data mining and interpreting the results to make marketing and underwriting decisions and also formulate marketing strategies• Pricing of products and understanding the underwriting guidelines in place for these product lines• Working on the profitability of the organization by analyzing the claim ratio of various intermediaries under various categories and channels• Organizing and participating in conferences for insurance intermediaries from various channels like Banks, NBFCs, Brokers, IRDA approved Agents and helping the team to find a platform for networking with the potential business partnership with these clientele Show less

  • Senior Manager

    Apr 2015 - Apr 2019

  • Assistant Manager

    Apr 2013 - Apr 2015
• 

  Poonawalla Fincorp

  Apr 2019 - Jan 2022

  Zonal Manager

  Head of Cross Sell (Insurance) - West Zone for Captive Business of PFL

• 

  Howden Insurance Brokers India Pvt. Ltd.

  Jan 2022 - now

  Assistant Vice President

  Liability & Special Risks