
Rajan Doshi
Research associate

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Skills
TeamworkNetworkingTeam managementBusiness strategyFinancial modelingManagementData analysisCorporate financeBusiness analysisLeadershipAnalyticsSpssFinancial analysisManagement consultingBusiness planningFinanceRisk managementTrainingCapital marketsStrategyProject planningTeam leadershipStrategic planningAnalysisEconomicsTeam buildingAbout me
Underwriter at PNB MetLife India Insurance Co. Ltd.
Education

Symbiosis institute of business management, bangalore
2011 - 2013Mba managementactivities and societies: active member of academic program committee. treasurer, sibm-bangalore toastmaster club. member of finance club at sibm, bangalore. member of the street-play team “sab chalta hai”. have completed ncfm certifications: financial beginners module, investment analysis and portfolio management, derivatives(dealers) module.part of the sponsorship team in utopia 2011, member of the team in utthaan 2011, volunteer for satkala in audeamus 2011, convergence 2011 and ryla 2011.

Institute of pharmacy(nirma university)
2006 - 2010B.pharm.activities and societies: student coordinator in annual sports competition of nirma university ’08. secured 1st rank in 1500 mt run in annual sports competition of nirma university ’09. secured 2nd rank in 1500 mt run in annual sports competition of nirma university ’08. participated in inter-institute cricket competition and secured runner-up position in annual sports competition of nirma university ’08. represented the project entitled “herbal drug industry and regulatory affairs” under guidance of hod, pharmacognosy in the last year of graduation. taken a training of one and half month at brij health care pvt. ltd.participated in “medicojaunt” in “footprints 09 - a national level technical fiesta” organized by m.s.university, vadodara.

Shri himat high school (gshseb)
2004 - 2006H.s.c science
Shri himmat high school
1994 - 2006Hsc science
Shri himat high school (gshseb)
1994 - 2004S.s.c -
Experience

Endeavor Careers Pvt. Ltd.
Jun 2010 - May 2011Research associatejob responsibilities & projects undertaken :to do the market research for launching the new product named gpat.need-gap assessment for the product in the market.design and development of the product gpat.

Sibm bangalore
Jul 2011 - Mar 2013Member, academic program committee
Sibm bangalore toastmasters club
Sept 2011 - Dec 2012Treasureras a treasurer of the club, i am responsible for all the transactions of the club. also i am responsible for preparation of annual budget for the club and approval of the same by college authorities.

Oil and Natural Gas Corporation Ltd
Apr 2012 - May 2012Finance intern
SBI Life Insurance Co. Ltd.
May 2013 - Sept 2015Assistant manageri was responsible for underwriting & credit risk assessment of life insurance proposals with authority limit of 75 lacs.i analysed financial statements for financial risk evaluation to protect company’s book of business.i have also underwritten business insurance proposals.i had coordinated with branches & customers for requirements & queries.i was responsible to facilitate the training for the new underwriters about the insurance underwriting policies.

PNB MetLife India Insurance Co. Ltd
Sept 2015 - Sept 2019Deputy manageri was a part of underwriting team at country head office of pnb metlife. my core responsibilities were as follows:1. to underwrite cases in accordance with pmli underwriting guidelines and principles of risk classification with authority limit of 1 crore.2. to maintain tat for the process and ensure no critical error observed which results in mortality loss.3. to avoid unnecessary requirements and taking calls based on sound principles and having a customer-centric approach.4. to contribute in various projects of underwriting department such as aml policy revamp and faq for sales to streamline and enhance the process and achieve operational excellence.5. to handle all the queries across india for our online product.6. to handle reinsurance process for all the products and maintain relationship with all the reinsurance companies.7. responsible for stp project data analysis, monitoring high ageing cases, mis generation & reporting and rework analysisdue to continuous learning mindset, i have been able to achieve accolades as mentioned below:1. winner of 2 underwriting contests in march’20182. for consecutive years, qc error % is less than 0.5%3. prevented potential claims worth 24 lacs and received appreciation from india operations head4. received “best in class” award for “auto medical worksheet” project show less

Kotak Life
Sept 2019 - Sept 2022Senior managermy core responsibilities are as follows :1. to analyze the medical and financial information provided by insurance applicants for high value underwriting cases. 2. to carry out proper due diligence and risk assessment for companies/individuals applying for employer-employee, key man, partnership insurance or individual cover. 3. to coordinate with reinsurers for favorable decision for high value cases and maintain relationship with them by various engagements. 4. to churn out ete cases on day to day basis and maintain ete percentage as per defined matrix and maintain low outside tat cases.5. to provide re-underwriting support to claims team for claims cases on daily basis and to share learning feedback from claims re-underwriting with underwriters. 6. to provide continuous support to tied (agency) channel, resolve queries and priority case conversion of important and high value cases. 7. to handle pasa related projects and pasa login cases and handle uw budget queries and budget preparation.continuous efforts and team work resulted in below achievements.1. part of winning team in underwriting contests for 2 consecutive years 2020 & 2021.2. received value cheque for excellent efforts to maintain ete matrix above 95%.3. received appreciation from agency head for handling tied channel cases.4. ete matrix above 95% and outside tat cases lower than 1% for last 6 months show less

ICICI Prudential Life Insurance Company Limited
Sept 2022 - nowSenior manager ii
Licenses & Certifications

Licentiate
Insurance Institute of IndiaSept 2013
Languages
- guGujarati
- hiHindi
- enEnglish
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