Riya Rastogi

• Leading a team of 5 people in the Corporate Business Solution Group.
• Working on all Non-EB products deeply with the corporate clients.
• Property and Casualty lines of business are my forte from the day one of
insurance .

Strategic insurance sales professional with experience handling individual and corporate accounts .Proven ability to develop new business opportunities, manage key accounts, and collaborate with underwriting teams to deliver customized insurance solutions.

• Handling portfolio of three big corporates and many middle corporates.
• Worked on all Non-EB products deeply with the corporate clients.
• Property and Casualty lines of business are my forte from the day one of
insurance .
• Working closely with almost 20 corporate broker on regular basis .
• Supervise the preparation of financial statements, ensuring accuracy,
completeness and compliance with corporate standards.
• Maintain and update corporate policies to clients and brokers according
to IRDAI.
• Identify financial risks and develop strategies to mitigate them.
• Develop and implement long-term financial strategies to align with the
companys overall goals.

• Performed professional market research in order to identify the target
market, market conditions, customer behavior, industry trends, and
competition
• Developed new marketing plans and collaborated with other
departments to improve the overall business efficiency
• Worked on the constant improvements of customer satisfaction by
providing them effective services
• Penetrated new segments through use of strategic marketing initiatives
• Offered pricing and feature recommendations to management and
cross-functional teams
• Monitoring proposals timeline and following up with various team
members for ensuring timely completion and delivery of proposals
timely
• Analyzing business process and identifying improvement opportunities
for business growth
• Developed and maintained business requirements and ensured they
aligned with both functional and technical requirements
• Worked closely with the operations and sales teams.

• Risk Mitigation Strategies for farmers in three states of India i.e
• Bihar, Rajasthan and Gujarat
• Leading team of 70 enumerators in Bihar, Rajasthan and Gujarat
• Understood the agriculture landscape for small farmers in India
• Study of impact of various climate change on the sustainability of
farming
• Learnt one-to-one marketing, pressure handling, handling people that
belongs to different states, travelling and most importantly
understanding the needs and demands of a common people as for
selling insurance policy the important thing that is required is to sell
the policy according to the need of the customers
• Explored in three states of India within that covered 9 districts of
Gujarat, 3 districts of Bihar and 2 districts of Rajasthan to find the
major risks faced by farmers and find out the ways to handle the risks
faced by farmers during natural disasters.

• Onboarding of Potential Brokers and Clients
• Business Development and Account management
• Building long-lasting robust relationships with the brokers
• Maximize sales pipeline creation, forecasting accuracy and cross sealing
• Troubleshoot any brokers requests/issues by collaborating internally
with appropriate authority
• Work directly with brokers for back to back deals of large enterprise
clients
• And negotiating with brokers & customers, assist them in buying
suitable policies (according to the requirements of clients)
• Build a robust Broker partner relationship in Kanpur SBU
• Conduct meetings including presentations, broker engagements, and
events to advocate our product offerings and services.

• Financial Management
• Learnt Digitalization, maintaining accounts on tally, auditing, Excel
• Assessed the position of company by doing auditing.