RAHUL PAI
Bengauru
Summary
Dynamic financial professional with extensive experience at International Money Matters Pvt. Ltd., excelling in financial planning and insurance operations. Proven track record in data-driven decision making and client prospecting, delivering tailored strategies that enhance portfolio performance and drive growth. Adept at simplifying complex concepts for diverse audiences, ensuring informed client choices.
Overview
11
11
years of professional experience
Work History
Senior Manager - Financial Planning
International Money Matters Pvt. Ltd.
07.2025 - Current
- Designed comprehensive financial plans aligned with client needs and goals, enhancing overall client satisfaction.
- Crafted personalized retirement strategies that addressed individual client needs and objectives, promoting long-term financial security.
- Analyzed client financial data to identify growth opportunities and risks.
- Guided clients on investment options and retirement strategies, empowering them to make informed financial decisions.
Senior Manager - Insurance Operations
International Money Matters Pvt Ltd
04.2024 - 06.2025
- Preparing and presenting financial reports to senior management that provide insights into the insurance business.
- Developed and maintained detailed procedures for insurance operations, ensuring compliance with relevant regulations.
- Explaining complex insurance policies and procedures to customers and the sales team in a concise manner.
- Reviewing both domestic and international general insurance products.
Executive - Insurance Operations
International Money Matters Pvt Ltd
12.2018 - 03.2024
- Understand clients risk profile, review their portfolio & recommending insurance products to clients accordingly.
- Ensure processing of policy renewals, policy servicing requests as per TATs & SLAs.
- Provide claim-related & backend operational support to all clients.
Officer, Banking Process
Karvy Computershare Pvt Ltd.
07.2017 - 08.2018
- Identified credits for investor transactions at DHFL Pramerica and allocated NAV to all investor transactions.
- Created reconciliation and utilization reports for new fund offers across all DHFL Pramerica MF schemes.
Process Associate
Continuserve Softech India Private Limited
07.2015 - 10.2016
- Processed high-volume AP transactions accurately and efficiently, ensuring timely payments.
- Managed procurement-to-payment cycle for accounts payable, including vendor reports, vendor management, and vendor reconciliation to maintain financial accuracy.
- Verified and processed all accounts payable documents and invoices for US clients, ensuring compliance with company policies.
Education
Bachelor in commerce -
CHRIST UNIVERSITY
Bengaluru01.2015
12th -
ST. JOSEPH'S COLLEGE
Bengaluru01.2012
10th -
NAVODAYA VIDYANIKETHANA
Bengaluru01.2010
Skills
- Financial planning
- Portfolio management
- Insurance product analysis
- Data-driven decision making
- Claims handling
- Sales reporting
- Client prospecting
- Workflow management
Languages
English
Advanced (C1)
C1
Kannada
Upper Intermediate (B2)
B2
Hindi
Upper Intermediate (B2)
B2
Konkani
Advanced (C1)
C1
Timeline
Senior Manager - Financial Planning
International Money Matters Pvt. Ltd.
07.2025 - Current
Senior Manager - Insurance Operations
International Money Matters Pvt Ltd
04.2024 - 06.2025
Executive - Insurance Operations
International Money Matters Pvt Ltd
12.2018 - 03.2024
Officer, Banking Process
Karvy Computershare Pvt Ltd.
07.2017 - 08.2018
Process Associate
Continuserve Softech India Private Limited
07.2015 - 10.2016
Bachelor in commerce -
CHRIST UNIVERSITY
12th -
ST. JOSEPH'S COLLEGE
10th -
NAVODAYA VIDYANIKETHANA