Summary
Overview
Work History
Education
Skills
Certification
Interests
DECLARATION
Personal Details
PERFECT 10 FORUM
Timeline
Generic
Srinivas Gopalan

Srinivas Gopalan

Chennai

Summary

Dynamic professional with a strong background in insurance broking, customer service, and risk management. Eager to leverage expertise in a challenging role that fosters organizational growth. Committed to delivering exceptional service while identifying innovative solutions to complex problems. Passionate about continuous learning and development, with a proven ability to adapt and thrive in fast-paced environments. Prepared to contribute valuable insights and drive success within a forward-thinking organization.

Overview

19
19
years of professional experience
3
3
Certifications
1
1
Language

Work History

State Head – Corporate Sales (Key Broking Channel)

M/s Magma General Insurance Limited
11.2018 - Current
  • Responsible for business development and retention, managing major MNC brokers including Marsh, Aon, Willis, JB Boda, among others.
  • Consistently achieved targets and ensured high retention rates.
  • Recognized in "PERFECT 10 FORUM" as one of the top performers by senior management.
  • Received three Spotlight Performance Awards.
  • Promoted to Manager (2021) and Senior Manager (2024), currently overseeing key brokers in Chennai.

Chief Manager

M/s Paavana Insurance Brokers Private Limited
03.2016 - 11.2018
  • Led Chennai branch, focusing on new client acquisition and maintaining strong customer relationships.
  • Ensured maximum client retention and satisfaction.
  • Guided and supported team performance management and target achievement.
  • Fostered business relationships with insurers and corporate executives.

Chief Manager

M/s Aum Insurance Brokers Pvt. Ltd.
11.2015 - 02.2016
  • Managed branch operations, new client acquisition, and existing client relations.

Chief Manager

M/s WAI Insurance Broking Private Limited
01.2009 - 03.2015
  • Held multiple roles across operations, medical helpdesk, and relationship management.
  • Managed approximately 55-60 SME clients in Chennai with a 100% renewal retention rate.
  • Led Coimbatore branch, improving revenue from 70 lakhs to 1 crore and expanding the team.
  • Successfully handled several prominent corporates and SME clients.

Executive

Pioneer Insurance & Reinsurance Brokers
03.2007 - 01.2009
  • Initiated in retail life insurance marketing before focusing on corporate client acquisition and relationship management.

Education

MBA - Marketing/Systems

Bharath University
01.2005

B.Sc. - Computer Science

University of Madras
01.2003

Skills

  • Management of large automotive corporations
  • Expert in client acquisition via database management
  • Customer relationship management expertise

Certification

Passed Insurance Broker Examination (2012-10-07); completed 25-hour renewal training.

Interests

Watching movies, researching Ayurveda medicine and its effects

DECLARATION

I hereby declare that the information provided above is true and correct to the best of my knowledge. Yours sincerely, Srinivas Gopalan.

Personal Details

  • Date of Birth: 06.07.1983.
  • Father’s Name: N. Gopalan
  • Marital Status: Married
  • Nationality: Indian

PERFECT 10 FORUM

  • A celebration of solid on-ground performance that goes beyond numbers.
  • Srinivas in conversation with the senior team. He is accompanied by his supervisor V Varun.
  • "Be Positive." - Srinivas Gopalan
  • "He is joyful and his enthusiasm is infectious. His positive approach is appreciated by the brokers as well." - V Varun
  • Perfect 10 Forum, Friday, 5 March 2021
  • Key Success Mantras: Relationship management, Quick response, Team work
  • We are proud to have you as our colleague - Vikas Mittal & The Team
  • Magma HDI General Insurance Company Ltd.

Timeline

State Head – Corporate Sales (Key Broking Channel)

M/s Magma General Insurance Limited
11.2018 - Current

Chief Manager

M/s Paavana Insurance Brokers Private Limited
03.2016 - 11.2018

Chief Manager

M/s Aum Insurance Brokers Pvt. Ltd.
11.2015 - 02.2016

Chief Manager

M/s WAI Insurance Broking Private Limited
01.2009 - 03.2015

Executive

Pioneer Insurance & Reinsurance Brokers
03.2007 - 01.2009

B.Sc. - Computer Science

University of Madras

MBA - Marketing/Systems

Bharath University
Srinivas Gopalan