1. DILIP SHUKLA
Address: 22/B-304, Tilakdham, Tilaknagar, Chembur (West), Mumbai-400089.
Contact No: +919819883666; Email ID: dshukla88@hotmail.com/insuranceshukla@yahoo.co.in.
SENIOR MANAGEMENT PROFESSIONAL/ CEO/ DIRECTOR – GENERAL INSURANCE BUSINESS
EXECUTIVE SUMMARY
· A seasoned general insurance business professional with over 40 years of domestic as well as
international experience in setting up company operations, business turn around, and
regulatory compliances.
· Currently working as a CEO, Director & Principal Officer of a Direct (General) Insurance
Broking.Co, Mumbai, India.
· A renowned advisor to the senior management on emerging industry standards with ability to
formulate strategic management policies to achieve financial goals.
· Ability to analyze a company's business based need and advising with effective plans for
commercial development.
· A profit centre operations management professional with qualitative expertise in strategic
implementation of plans to achieve desired organizational objectives.
· Hands on expertise in setting up new ventures, identifying new business centers, underwriting,
claims management and reinsurance.
· Carried out feasibility for setting up a general insurance company in Central and east Africa by
exploring the possibility and identifying the countries for setting a general insurance company
· Instrumental in setting up a Private Insurance Co. by turning key projects from
conceptualization to institutionalization.
· Distinction in setting up diversification of a MNC Life Insurer in to General Insurance business
(in Kenya) and establishing Insurance Broking Cos. in India.
EXPERTISE
Profit Centre Operations
Project Management
Business Set up
Turnaround
Direct Broking
Reinsurance Broking
P&L/ ROI Accountability
Compliance Management
Project Management
Forecasting/Budgeting
Relationship Management
Regulatory Approval
Management Consultant
Public Relations
Leadership
Training & Development
CAREER PROGRESSION
DIRECT (GENERAL) INSURANCE BROKING COMPANY MAR 2014
CEO, Director & Principal Officer
Prepared the application for the Operational License from the Insurance Regulator(IRDA),did the presentation
as a prelude to getting the approval. Appointed as the CEO, Director & Principal Officer w.e.f.1 st
March,2014.Involved in strategizing the roadmap for developing the business, rapport with the Insurers,
assisting in sales, marketing and assisting the clients in making /submitting the claims properly.
As the Principal Officer, responsible for regulatory compliance.
A COMPOSITE INSURANCE BROKING CO. (HAVING 26%FDI FROM A LLYODS BROKER) SEP 2003 – FEB
2014
Executive Director & Principal Office
Compliance Officer to the Insurance Regulatory & Development Authority
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2. · Responsible for development of both direct & reinsurance broking business in India with overall accountability of liaising with
Regulatory and Development Authorities.
· Driving market segmentation based on evaluation and proposing right products & maintaining standards to achieve long term
sustainability.
· Managing business operations with focus on top/bottom line profitability by ensuring optimal utilization of resources, responsible
for strategy formulation and business development plans for the company.
· Responsible for preparing budgets and controlling finance coupled with strategic planning, forecasts and allocations.
· Oversaw the operations and compliance with legal and regulatory requirements. Established healthy business relations with
clients & external associates for securing repeat business & long term customer loyalty.
· Planning and conceptualizing various strategies to achieve business goals for business development and aimed towards the
growth in business volumes as well as profitability.
· Formulating the marketing strategy for the organization to ensure an enriched customer portfolio and building differentiation for
the brand.
· Gearing the activities to consolidate business while effectively managing risk, shutting vulnerable product lines & remaining
profitable, developing innovative business concepts to address under-served niche market.
· Responsible for assessing marketing opportunities, target markets, intelligence gathering on clients & competitors while
generating leads for possible sales & following-up sales activity.
· Key Achievements:
o Established the broking company and successfully obtained regulatory approval along with license.
UNICORN INSURANCE BROKERS, NEW DELHI SEP 2002 – AUG 2003
Managing Director
· Established the broking division for the organization and obtained approval from Regulatory authorities.
· Strategized long term business direction and marketing strategies to ensure maximum profitability in line with organizational
objectives.
· Provided decision support in the creation of business reviews and ad-hoc analysis, collated market intelligence to penetrate into
new markets and drive client acquisition through various channels.
· Strived to put across the brand message effectively by planning & carrying out the right brand communiqué and devised
innovative business strategies to improve awareness and visibility.
BRITISH AMERICAN INSURANCE CO (KENYA) OCT 1996 – JUN 2000
Manager (Sales), Oct 2000 – Jun 2002
Manager-General Insurance, Oct 1996 – Sep 2000
· Handpicked by Price Waterhouse Coopers to set up the diversification of the Ordinary Life Insurer in to General Insurance
Business.
· Restructured and reengineered the company operations to streamline business functions and achieve desired resonance from
market.
· Key player in analysis, development, and implementation of strategic business plans & policies, ensuring organizational growth
and targeting maximum profitability.
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3. · Ensured client’s issues are promptly addressed & documented; provide resolution in a timely & professional manner and
passing them to correct channels.
TRANSAFRICA ASSURANCE CO (UGANDA) DEC 1992 – SEP 1996
General Manager
· Established and fine-tuned an excellent operational base, ratified by a very high client retention ratio, focused on productivity
and operational efficiency translating into cost savings and bottom line improvement.
· Played a stellar in establishing the company operations right from obtaining regulatory approvals to positioning the organization
in market.
· Efficiently handled operations involving marketing, underwriting, claims and reinsurance and closed new business deals by
coordinating requirements, integrating requirements with business operations.
· Oversaw relationship management with existing clients and new accounts to ensure long-term business partnerships and
ensured successful project implementation and account management.
· Contributed in registering 400% accretion in 4 years and successfully declared 3:2 Bonus shares for the company.
PAST EXPERIENCE
OCCIDENTAL INSURANCE CO (KENYA) MAY 1990 – APR 1991
Assistant General Manager
· Responsible for handling Underwriting, Claims, Risk Management and preparation of Treaty Accounts besides liaison with the
intermediaries and fellow Insurers and Reinsurers.
APPAREL EXPORTS OCT 1988 – APR 1990
General Manger-Mumbai
· Managed 6 Divisional offices with overall accountability of advising the D.Os/Branches on underwriting matters ensuring
smooth flow of operations.
NEW INDIA ASSURANCE CO SEP 1970 – SEP 1988
Underwriting Officer – Gujarat, R.O, July 1986 – Sep 1988
Branch Manager –Mauritius, Sep 1981 – Jun 1986
Assistant Branch Manager – Mauritius, Feb 1980 – Aug 1981
Senior Audit Assistant, Jun 1974 – Dec 1979
Accounts Assistant, Sep 1970 – May 1974
· Instrumental in turning around the Branch in profit making branch which was running in loss for over 15 years by prudent
underwriting, claims control and increased interaction.
· Successfully managed accounts of Mauritius, South Africa & Hong Kong Brs. and prepared annual statutory returns.
Instrumental in managing technical & claims approval of 7 D.Os.
EDUCATION
· AFII (Associate of Federation of Insurance Institutes of India) & AKII (Kenya).
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4. · FFII – Risk Management & Reinsurance (Two papers).
· Alliance Françaisse - Passed beginner’s exam for French language in Mauritius.
· B.Com (Advance Accounts & Auditing) , Gujarat University, 1970.
Date of Birth: 10th Feb 1951.
Languages known: English, Hindi, Gujarati and French (Beginner).
References: Available on Request.
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