Mohan Kumar M.D Email and Phone Number
A Consulting synergist with 15+ years of influential exposure in Investment Planning, Insurance Strategy & Tax optimization, and Wealth Consulting focusing on Financial Portfolio & NRI/NRE planning Finances which enhances returns on investment across different industry verticals.Swiftly research the investment pattern & indulge in Corporate Financial Instruments, Financial advisory, Taxation & Trade Markets by conducting discovery sessions & NAV Calculations, Financial Processing, Reconciliations, Pre and Post Settlements for profitable growth.Offerings - Global Investment Practices, Financial Portfolio Management, New Investment Proposal, Financial Planning, NRI Wealth Consulting, Customers - Corporates | Ultra High-Net-Worth Individual & Fintech
Mediitree_ Revolution
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Chief Marketing OfficerMediitree_ Revolution Apr 2018 - PresentBangalore Urban, Karnataka, IndiaMedii Tree Consulting offers Financial Portfolio Planning, Insurance, NRI Investment Strategies & Corporate Taxation which is backed by Mr. Mohan Kumar a Licensed IRDA practitioner with 15+ years in advising individuals, Corporates, C- Suite Executives & NRI for India, USA, Europe & Middle East RegionResponsible for handling Partnership relations across Karnataka with Apollo Pharmacy, Muthoot Fincorp, Sriram Fortune, while generating the business from all major partners.Engage… Show more Medii Tree Consulting offers Financial Portfolio Planning, Insurance, NRI Investment Strategies & Corporate Taxation which is backed by Mr. Mohan Kumar a Licensed IRDA practitioner with 15+ years in advising individuals, Corporates, C- Suite Executives & NRI for India, USA, Europe & Middle East RegionResponsible for handling Partnership relations across Karnataka with Apollo Pharmacy, Muthoot Fincorp, Sriram Fortune, while generating the business from all major partners.Engage with CXOs, heads of Technologies, Products and Investment Banking divisions to drive meaningful conversations Show less -
Img-ProducerInternational Medical Group (Img) Sep 2020 - PresentUnited StatesHealth Insurance Consultant offering expertise in providing Health Insurance Strategic Advisory & Consulting, building strategy for revenue generation through cross-sell while identifying opportunities for generating revenue through process enhancements, profitability improvement, providing solutions. -
Pinnacle Agency ManagerMax Bupa Health Insurance Jan 2013 - Apr 2018IndiaDevelop and execute Finance Transformation Roadmaps focused on operational effectiveness, enhanced cash flow impact, and productivity benefits by leveraging people, process, policy, and technology changes Partnering with multiple internal & external stakeholders to ensure all transformation initiatives are compliant to Client & EXL policies and procedures, processes are migrated & stabilized in the committed time frame and application/s integration takes place smoothly wherever… Show more Develop and execute Finance Transformation Roadmaps focused on operational effectiveness, enhanced cash flow impact, and productivity benefits by leveraging people, process, policy, and technology changes Partnering with multiple internal & external stakeholders to ensure all transformation initiatives are compliant to Client & EXL policies and procedures, processes are migrated & stabilized in the committed time frame and application/s integration takes place smoothly wherever required Strategize to identify the most suitable in-house or vendor product/s to ensure continuous improvement is seamless and delivers maximum benefit to the client Show less -
Associate Manager-Partnership ChannelApollo Munich Health Insurance Company Ltd. Sep 2010 - Jun 2011IndiaComprehended the Consumer Behavior, buying behavior, which is influenced by many, which may be cultural, social, personal, and psychological, by market segmentation.Converted 12 out of them, consulted them selecting the best insurance plan w.r.t its Performance Metrics after study of their Profile Data-based on Cost Benefit Analysis -
Assistant Branch ManagerKotak Life Apr 2010 - Aug 2010IndiaPerceived the nature of market information and using it to serve clients better by planning the better Business Strategies and Methodologies of their Business Plans & Projections & Programs and achieve their Goals & Policies by finding out KPIs. -
Senior Agency ManagerIcici Prudential Life Insurance Company Limited Jan 2007 - Apr 2010Bangalore Urban, Karnataka, India -
Sales SpecialistUti Mutual Fund May 2004 - Dec 2006India
Mohan Kumar M.D Education Details
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Marketing -
Bachelor Of Commerce - Bcom -
Marketing/Marketing Management, General -
Train The Trainer
Frequently Asked Questions about Mohan Kumar M.D
What company does Mohan Kumar M.D work for?
Mohan Kumar M.D works for Mediitree_ Revolution
What is Mohan Kumar M.D's role at the current company?
Mohan Kumar M.D's current role is IRDA Certified | Insurance Strategies for Corporates | Health & Financial Advisor | NRI Investment.
What schools did Mohan Kumar M.D attend?
Mohan Kumar M.D attended Annamalai University, Bangalore University, Bangalore University, Kuvempu University.
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