Summary
Overview
Work History
Education
Skills
Languages
Disclaimer
License Number
<Enter your own>
Timeline
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RAHUL MOHANAN

RAHUL MOHANAN

Ernakulam

Summary

Dynamic insurance professional with extensive experience at KLM AXIVA FINVEST LTD, excelling in claims management and KYC compliance. Proven track record in team leadership and stakeholder management, driving operational efficiency and customer satisfaction. Adept at problem-solving and utilizing Microsoft Excel to enhance performance and achieve sales targets.

Overview

9
9
years of professional experience

Work History

Manager - Insurance Claims & KYC Compliance

KLM AXIVA FINVEST LTD
Edapally
12.2023 - Current
  • Managed and resolved pending insurance claims for fidelity, spurious claims, and police confiscation.
  • Coordinated with insurance companies, policyholders, and internal stakeholders to ensure efficient claim resolution.
  • Maintained KYC documentation in compliance with regulatory standards.

Branch Manager

SHRIRAM FINANCE LTD
Ernakulam
02.2023 - 11.2023

Recruited business development managers and agents to establish a sales team for Deposit, Life, Health, and Motor insurance.

  • Supervised branch operations to ensure efficiency and customer satisfaction.
  • Managed team performance to consistently meet and exceed sales targets.

Regional Head

MANAPPURAM INSURANCE BROKERS PVT LTD
KOZHIKODE
11.2021 - 02.2023
  • Oversaw insurance operations across 48 branches, driving business growth and operational excellence.
  • Managed regional teams, ensuring achievement of performance targets.
  • Streamlined processes to enhance operational efficiency within regions.
  • Maintained high levels of customer satisfaction through effective service delivery.

Insurance Advisor

STAR HEALTH ALLIED & INSURANCE PVT LTD
01.2018 - 01.2021
  • Provided expert advice on insurance products, assisting clients in choosing the best plans.
  • Built and maintained relationships with clients to ensure satisfaction and retention.

Junior Assistant

MANAPPURAM INSURANCE BROKERS PVT LTD
Ernakulam
06.2016 - 08.2017
  • Executed regional business strategies, enhancing sales targets and expanding market share.
  • Assisted cluster head in driving initiatives to increase revenue through strategic planning.
  • Provided claims service support, ensuring timely processing and client satisfaction.
  • Handled administrative tasks and maintained customer service functions to streamline operations.

Education

BA - English Literature

MG University
Kottayam
01-2020

Plus, Two -

HSE
01.2013

SSLC -

SSLC
01.2011

Skills

  • Microsoft Word and Excel
  • Email proficiency
  • Internet research
  • Goal orientation
  • Self-motivation
  • Reliability and obedience
  • Claims management
  • KYC compliance
  • Team leadership
  • Problem solving
  • Effective communication
  • Sales techniques
  • Stakeholder management
  • Customer service

Languages

  • English, Yes, Yes, Yes
  • Malayalam, Yes, Yes, Yes
  • Hindi, Yes, Yes, No

Disclaimer

I hereby declare that the details furnished above are true to the best of my knowledge and belief, 

License Number

63/666/2014

<Enter your own>

  • Blood Group: B+
  • Date of Birth: 04/25/95
  • Nationality: Indian
  • Religion: Hindu (Ezhava)

Timeline

Manager - Insurance Claims & KYC Compliance

KLM AXIVA FINVEST LTD
12.2023 - Current

Branch Manager

SHRIRAM FINANCE LTD
02.2023 - 11.2023

Regional Head

MANAPPURAM INSURANCE BROKERS PVT LTD
11.2021 - 02.2023

Insurance Advisor

STAR HEALTH ALLIED & INSURANCE PVT LTD
01.2018 - 01.2021

Junior Assistant

MANAPPURAM INSURANCE BROKERS PVT LTD
06.2016 - 08.2017

BA - English Literature

MG University

Plus, Two -

HSE

SSLC -

SSLC
RAHUL MOHANAN