Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Generic
RUBINA NATHANI
Open To Work

RUBINA NATHANI

Mumbai

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Unit Manager – SME / Institutional Business (Western Region)Deputy ManagerCustomer Service ExecutiveExecutive – Equity AdviserBusiness Development Manager

Work Type

Full TimePart TimeContract WorkGig WorkConsultingVolunteerSeasonal Work

Location Preference

On-SiteRemoteHybrid
Location: Mumbai, IN
Open to relocation: Yes

Salary Range

100000/yr - 200000/yr

Important To Me

Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsHealthcare benefitsPaid time offTeam Building / Company Retreats

Summary

Seeking a challenging and responsible position in a reputable organization where I can effectively utilize my skills, contribute to organizational success, and continuously enhance my professional capabilities.

Overview

5
5
Language
11
11
years of professional experience

Work History

Unit Manager – SME / Institutional Business (Western Region)

Livlong Insurance Brokers Ltd
05.2024 - Current
  • Awarded Spotlight Winner – Institutional Business (SME) for exceptional performance and business contribution.
  • Promoted to Unit Manager – SME (Western Region) in May 2025 in recognition of consistent results and leadership capabilities.
  • Generated and managed SME insurance quotes across multiple commercial lines, including Fire, Marine, Group Mediclaim (GMC), Group Personal Accident (GPA), and other institutional products with thorough risk assessment.
  • Conducted joint client meetings with brokers to acquire new business and strengthen long-term client relationships.
  • Delivered insurance training sessions and actively participated in industry events to enhance product knowledge and market visibility.
  • Maintained strong working relationships with Relationship Managers (RMs) to drive business acquisition and portfolio expansion.
  • Executed joint client calls with RMs to improve conversion ratios and support sustainable portfolio growth.

Deputy Manager

Kotak General Insurance
07.2018 - 05.2024
  • Awarded the Badge of Brilliance for outstanding performance in March 2023.
  • Managed and resolved customer queries through email support while consistently meeting quality, productivity, and service-level metrics.
  • Ensured prompt responses to customer emails within 3 working hours, maintaining strict adherence to Turnaround Time (TAT).
  • Worked extensively with Distribution and Banc assurance channels, supporting operational and servicing requirements.
  • Handled Kotak fleet insurance cases, ensuring accurate processing and timely resolution.
  • Maintained and managed PAN India sales databases, ensuring data accuracy and regulatory compliance.
  • Responsible for creation and management of IMD codes across PAN India.
  • Processed fresh and renewal policy issuances, ensuring error-free documentation and policy activation.
  • Worked with the Renewal Business Retention and Excellence Team, contributing to customer retention initiatives.
  • Handled digital renewal cases and supported the team by managing high-value and escalation calls, ensuring customer satisfaction and issue resolution.
  • Promoted w.e.f. 01 April 2022

Customer Service Executive

TATA AIG Insurance
02.2017 - 07.2018
  • Built and maintained strong customer relationships while consistently achieving service and performance targets.
  • Consulted with customers to assess insurance needs and provided appropriate policy guidance.
  • Resolved product and service issues by effectively handling inbound and outbound customer calls.

Executive – Equity Adviser

Motilal Oswal Securities Ltd
09.2015 - 05.2016
  • Executed buying and selling of equity shares based on client objectives and market conditions.
  • Advised customers on equity investments and basic portfolio planning to support informed decision-making.
  • Maintained and updated client demat accounts while promoting and selling mutual fund products.

Education

Master of Commerce (M.Com) -

Mumbai University
01-2018

Bachelor’s Degree (Graduate) - undefined

Royal College
01-2015

Higher Secondary Certificate (HSC) - undefined

Royal College
01-2012

Secondary School Certificate (SSC) - undefined

Poorna Prajna High School
01-2010

Skills

Basic computer knowledge (MS Office & general system operations)

Strong listening and communication skills

Timeline

Unit Manager – SME / Institutional Business (Western Region)

Livlong Insurance Brokers Ltd
05.2024 - Current

Deputy Manager

Kotak General Insurance
07.2018 - 05.2024

Customer Service Executive

TATA AIG Insurance
02.2017 - 07.2018

Executive – Equity Adviser

Motilal Oswal Securities Ltd
09.2015 - 05.2016

Secondary School Certificate (SSC) - undefined

Poorna Prajna High School

Higher Secondary Certificate (HSC) - undefined

Royal College

Bachelor’s Degree (Graduate) - undefined

Royal College

Master of Commerce (M.Com) -

Mumbai University

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RUBINA NATHANI