1. Anujkumar Verma
Date of Birth: Feb 25, 1985 I Kalyan Thane I Email: anujtata@gmail.com I Tel. +91 9820477556
Senior Executive - Direct Distribution, Tata AIA Life Insurance Company Ltd.
Graduate in Maths with 7 years experience in life insurance business and business case preparation, financial modeling, MIS
reporting & sales
EXECUTIVE PROFILE
Experience and knowledge of life insurance: distribution channel functioning, project management and analytics, business case
preparation, financial modeling, making of business required documents (BRD), coordination with IT on implementation on BRD,
providing UAT approval from user end, MIS reporting and sales support . Skilled at learning new concepts, implementing new
projects, synergizing with cross functional departments, managing timelines and resources.
BUSINESS AND SALES SUPPORT
Creating business cases and conceptualizing value proposition based on customer demographics for distribution opportunity.
Preparation of sales models, case studies, presentations, MIS reports and data inputs as per business requirement. Distribution
support for individual and group life business from direct sales force (DSF), MFIs, NGOs and corporate and individual agents (for rural
& micro) which include: licensing (fresh and renewal), IRDA coordination for product approval.
Coordination with internal functions: actuarial team, investments, legal and compliance, marketing, operations, training for structuring
and implementing solutions in line with strategic objectives of the company. Group Term Life and Navkalyan Yojana (micro)
successfully developed and implemented.
PROJECT MANAGEMENT, ANALYTICS AND INDUSTRY KNOWLEDGE
Engaging with related teams and functions for monitoring progress of deliverables, timelines & resources. Managing communication
within and outside the organization with regular business updates for senior management review. Successfully created a business
case and done the financial modeling for Rural Agency and Micro Insurance which got approved by management and currently in
implementation phase.
Product and channel gap analysis to determine engagement strategy with a prospect. Renewal tracking to ensure distribution team
prioritizes on-time renewal of existing accounts. Monitoring regulatory and market developments for spotting distribution opportunity:
individual and group life insurance guidelines, web aggregator guidelines, rural & micro insurance guidelines and guidelines for
common service centre (CSC).
PREVIOUS EMPLOYMENT
 Aegon Religare Life Insurance Company Ltd. – Sales Manager – Alternate channel-Broking (Jan 2011 – Aug 2011)
 Birla Sun Life Insurance Company Ltd. – Sr. Unit Sales Manager – Alternate channel-Broking (Jul 2008 – Jan 2011)
 HDFC Life Insurance Company Ltd. – Business Development Manager – Agency Channel (Mar 2008 – Jul 2008)
 Global Direct – Team Leader Sales (Sep 2006 – Mar 2008)
EDUCATION
B.Sc. mathematics: R J College, Mumbai University, Maharashtra (2004-2006)
CERTIFICATIONS & ACHIEVEMENTS
 2013-14: Won quarterly Titan award for highest achievements in Apr-Jun, won monthly Atlas award for highest achievements
in month April
 2012-13: Won quarterly Titan award for highest achievements in Jan-Mar, won monthly Atlas award for highest achievements
in month May, Jun, Aug, Sep, Nov, Dec, Jan, Feb & Mar
 Champions of tournament for TALIC internal sports week 2014