Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Timeline
Generic

T Rama Mohan

Hyderabad

Summary

Dynamic insurance professional with extensive experience at Axis Maxlife Insurance Company Limited, excelling in client-focused service and strategic development. Proven track record in surpassing renewal targets and ensuring compliance with AML regulations. Adept at leading teams and enhancing operational efficiency through effective collaboration and innovative solutions.

Overview

27
27
years of professional experience

Work History

Assistant Manager

Axis Maxlife Insurance Company Limited
04.2023 - Current
  • Produced MIS reports daily, weekly, fortnightly, and monthly to guide management in procurement strategies.
  • Led a team of 3 associates in effectively resolving client and customer inquiries.
  • Monitored compliance with AML-KYC guidelines throughout onboarding and claims processes.
  • Addressed customer grievances and escalations promptly to enhance resolution efficiency.
  • Documented customer complaints ensuring timely resolutions within set time frames.
  • Surpassed Zone renewal targets through proactive product promotion to existing clientele.
  • Facilitated monthly Bandhan meetings regionally to track progress on outstanding issues.

Manager

Wallet Insurance Broking Private Limited
Hyderabad
09.2018 - 03.2023
  • Led a team of five associates to address client queries effectively.
  • Refined in-house software to enhance overall user experience.
  • Collaborated with branch and regional teams to implement software solutions and maintain data integration.
  • Produced MIS reports weekly, fortnightly, and monthly for management regarding procurement insights.
  • Monitored customer complaints to guarantee resolution within set timeframes.
  • Informed customers about new product launches and offerings.
  • Ensured compliance with IRDA regulations through strict adherence to reporting procedures.
  • Coordinated with insurance companies for efficient receivables management and brokerage data reconciliation.

Cluster Manager

PNB MetLife India Insurance Co Ltd
Hyderabad
09.2008 - 09.2018
  • Managed a team of two at the regional office and four branches across cluster.
  • Delivered comprehensive training on IRDA regulatory updates, product knowledge, and operational processes.
  • Oversaw branch functions such as customer service, cash management, and daily financial reporting.
  • Executed sample quality checks on business applications aligned with AML and KYC policies.
  • Engaged in competitive analysis to uncover potential business development projects.
  • Promoted from Executive to Assistant Manager in Customer Service & Operations in three years.
  • Acted as Regional Audit SPOC, leading audits and generating MIS for sales teams.
  • Conducted cross audits for South Zone, providing findings to Zonal Audit leadership.

Manager

M/s. Manogna Financial Services Pvt Ltd
02.2008 - 09.2008
  • Handled client queries effectively to improve service outcomes.
  • Delivered timely email support, addressing client inquiries promptly.
  • Tracked customer complaints, ensuring resolutions met established time frames.
  • Coordinated with Marketing team to collect business procurement information.
  • Generated regular MIS reports, providing insights on business procurement for Management.
  • Prepared monthly premium reminder notices in both hard and soft formats.
  • Informed clients about new product launches to enhance engagement.
  • Ensured adherence to predefined reporting procedures for accuracy.

Karvy Insurance Broking Limited
02.2005 - 02.2008
  • Managing a team of 12 associates in Handling client / customer queries.
  • Help develop and fine tune the in-house software.
  • Interact with the teams at the Branch and Regional level to ensure implementation of the software and data transportation through the same.
  • Generate MIS reports on weekly, fortnightly and monthly basis to provide necessary inputs to Management about the business procurement.
  • Prepare and generate monthly premium reminder notices to customers – hard and softcopy.
  • Track customer complaints to ensure that these are resolved within the set time frames.
  • Provide information to Customer regarding the new product launches.
  • Comply with predefined reporting procedures with IRDA.
  • Coordination with Insurance Companies for Receivables management and reconciliation of Brokerage received from various Insurance Companies with internal Master Data.
  • Preparation of Monthly Income statements – Life & Non-Life streams.

Executive

Fouress Insurance Services Pvt Limited
06.2002 - 02.2005
  • Addressed client inquiries with prompt, accurate responses.
  • Designed data collection formats for statutory compliance.
  • Collected data from various branches using pre-designed templates.
  • Generated weekly and monthly reports for regulatory authorities.
  • Corresponded with insurers to ensure timely brokerage collection.

Executive

Law Firm
02.2002 - 08.2004
  • Managed comprehensive legal paperwork for prominent advocate at High Court of Andhra Pradesh until August 2004.
    Executed shorthand dictation and typed various legal documents, including petitions and vakalats.

Steno-cum-Computer Operator

Gemini Cosmetics and Chemicals Limited
Machilipatnam
04.1998 - 02.2002
  • Executed comprehensive correspondence management for organization as Steno-cum-Computer Operator at Machilipatnam, Krishna District.

Education

Bachelor of Arts -

Vishwa Bharati Degree College
S.K University, India
03-1998

Skills

  • Insurance operations expertise
  • Client-focused service
  • AML regulations knowledge
  • KYC verification processes
  • Strategic development
  • Operations oversight

Accomplishments

  • Metlife Value Achiever Award in the year 2011

Personal Information

  • Date of Birth: 04/18/77
  • Marital Status: Married

Timeline

Assistant Manager

Axis Maxlife Insurance Company Limited
04.2023 - Current

Manager

Wallet Insurance Broking Private Limited
09.2018 - 03.2023

Cluster Manager

PNB MetLife India Insurance Co Ltd
09.2008 - 09.2018

Manager

M/s. Manogna Financial Services Pvt Ltd
02.2008 - 09.2008

Karvy Insurance Broking Limited
02.2005 - 02.2008

Executive

Fouress Insurance Services Pvt Limited
06.2002 - 02.2005

Executive

Law Firm
02.2002 - 08.2004

Steno-cum-Computer Operator

Gemini Cosmetics and Chemicals Limited
04.1998 - 02.2002

Bachelor of Arts -

Vishwa Bharati Degree College

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T Rama Mohan