• Strategic Planning: Develop, implement and oversee long-term business strategies to promote the firm's growth and profitability.• Operational Management: Lead operational processes,including monitoring insurance brokerage transactions, underwriting processes, backoffice operations and customer interactions.• Business Development: Identify and capitalize on opportunities for business expansion, partnerships, and collaborations.• Regulatory Compliance: Ensure that the firm adheres to all IRDA and other relevant regulatory guidelines. Handle periodic audits with regulatory bodies.• Risk Management: Identify potential operational risks and develop strategies to mitigate them.• SOPs Preparation: Handle the core accountability of creating theSOPs, maintaining thequality of the sale, and leading the internal audits.• Financial Management: Responsible for supervising the budgeting, forecasting, and financial analysis to ensure the firm's financial health.• Client Relationship Management: Foster and maintain relationships with key clients, ensuring high levels of satisfaction and resolving any issues that may arise.• Training & Development: Ensure that all staff are well-trained, updated with industry trends, and equipped to perform their roles efficiently.• Crisis Management: Prepare for and address any crises that might affect the firm's operations, reputation, or financial standing.• Liaison & Coordination: Collaborate with IRDA officials.• Compliance Management: Oversee and ensure the IRDA regulatory adherence.

• Set and drove the strategic direction of the firm, ensuring alignment with industry shifts, market demand, and regulatory changes.• Cultivated and nurtured relationships with key clients, ensuring their needs are met and that the firm delivers consistent value.• Adhered to and maintained insurance compliance per IRDAI guidelines.• Designed and delivered training for B2B/B2C sales and support teams.• Planned and conducted the IRDAI audits right from inception to completion.• Oversaw business operations for regulatory alignment.• Formulated SOPs, maintained sales quality, and executed internal audits.• Oversaw legal matters, including contract vetting and legal filings.• Achieved Life business licensing (during lockdown) and 2 license renewals, including IRDAI presentations.• Collaboratively worked with the IRDAI representatives

Head of Insurance Broking business

Head of Insurance Broking business

Head Life Insurance Sales

Head of Operations for Insurance B2C sales through Branches ( 125 ). Also Head of outbound Insurance telesales process

Head for B2C channel for PAN India Sales of Insurance Products