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Rajkumar Gupta is a seasoned insurance professional with 20+ years of experience in life insurance, underwriting, claims management, and team management. He holds various certifications, including DIRM from the Chartered Accountant Institute of India, and has worked with top companies such as SBI Life Insurance Co. Ltd., LIC, and K.S. Motors and K.S.Kar Limited. He has expertise in process excellence, financial discipline, risk management, and employee engagement, and has received several awards for his achievements. Rajkumar has a strong educational background, including a Master's degree in Commerce from Rajasthan University and a PGDCAA from Rajasthan University. He is proficient in Hindi and English and has experience working in Lucknow Area, India, and Rajasthan, India.

Credentials

  • DIRM
    CHARTERED ACCCOUNTANT INSTITUE OF INDIA

Experience

    • India
    • Insurance
    • 700 & Above Employee
    • V.P (Ops, Relationship & Compliance)
      • May 2007 - Present

      Ensuring Zero Defect Services & Accounting Excellence; carrying out TAT Analysis and Financial Discipline functions.Accountable for:o Process excellence activitieso Control & Monitoring Renewal Management o People Development and adding value to team

    • AVP (Ops)
      • Apr 2007 - Present

    • State Head Ops , Relationship and compliance for the Rajasthan State
      • Apr 2007 - Present
      • Rajasthan

      Joined SBI Life Insurance co. Ltd in April'07 As a Manager (operations) thereafter got promoted as PC Head and further promoted as State Head ( Ops, Relationship & compliance) for the Rajasthan Region. Looking after the entire operation activities of Rajasthan state Agency Channel (26 Branches) and SBI Bancassurance channel (288 Bank Branches) and Pan India Processing of SBBJ Bancassurance Channel (904 Bank Branches) and I.A and Corporate Channels Business, Apart from the above policy servicing and claims and other allied activities related to Insurance business for the above channels.Responsibility & KRA's Ensuring compliance of TAT in respect of process of Different products processing as defined by the company.Branch & Data Base Management of PC and linked offices.Control on operational Functions of entire region.Ensuring Achievement Qualitative and Quantitative operations targets.Control and monitoring o Various MIS of PC's and MPC's and sales offices.Relationship Management & ControlsInternal Relationship with all the Channel and Regional Heads in line with actual performance and extracting the assured deliverables from the vendors through regular checks and balances.Ensuring Proper Vendor ManagementResponsibity of Human Resources & Financial Risk Management.Ensuring proper Financial control on Banking of all instruments and Accounting thereof.Ensuring control on Insurance and Revenue Stamps and assets.Ensuring compliance of Statutory and safety measures.Ensuring proper JOB Allocation of 74 employees working in MPC's /Sales offices/PC's.Value Addition to team by way of proper job training and knowledge.Perception management.Achievements and challenges:Received No.1 Branch Award from the 2007-2008, 2008-09, 2009-10, 2010-11 on the constant basis from the Managing Director and Top Management of the company.Received so Many Appreciation Mails from Working partners and Top Officials of the company.

  • LIC
    • Jaipur Area, India
    • ADMINISTRATIVE OFFICER
      • Apr 1998 - Mar 2007
      • Jaipur Area, India

       Had served LIC Of India in various roles as listed below with great experience and results:-(1) Compliance(2) Fund Management(3) Finance& Accounts(4) Mentoring of the Branches.(5)Internal Auditing(6) Process efficiency.

    • worked with
      • Apr 1997 - Mar 1998

       From April’ 97 to March’ 98 Associate with the company as ROC Matter Consultant.

    • ROC Matter Consultant
      • Apr 1996 - Mar 1997

      handled all financial issues. The following are the Accountabilities and Attainments that performed by myself :Management information system Preparation of monthly profit & loss account , balance sheet, cash flow statement and financial statement analysis, preparation of financial statements for banks.

Education

  • 2009 - 2010
    The Institute of Chartered Accountants of India
    DIRM, Insurance Risk Mangment
  • 2007 - 2009
    insurance institute of india
    Fellow of insurance institute, Insurance
  • 2004 - 2004
    University of Rajasthan
    PGDCAA, computer accounts and auditing
  • 1999 - 2002
    Institute of Company Secretaries of India
    ACS, Compliance and secretrial practice
  • 1992 - 1997
    The Institute of Chartered Accountants of India
    FCA, Commerce
  • 1992 - 1994
    Rajasthan University
    Master's degree, Commerce
  • 1989 - 1991
    University of Rajasthan
    Bachelor of Commerce (B.Com.), COMMERCE

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