1. Gagan Malhotra
House No- A-48 Gamri Extention,
Gali No 6, Near Radha Krishna Mandir ,
Bhajanpura, Delhi-110053.
Phone: 09873133530.
Email:gagan.malhotra0306@gmail.com
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Career Objective:
Being a self starter, with decision making abilities & positive attitude, I wish to rise and ensure
maximum productivity with top quality in all the tasks assigned, and increase the scope of my
professional outlook to reach the best expected position with ample opportunities for the
organization & individual growth.
Academic Qualification:
.
B.Com ( Pass).2001 from Delhi University.
Professional Qualification
Have done broker Training Certificate program from Ritu Nanda Institute of IRDA Training (Delhi)
in 2014.
M/s TransAsia Composite Insurance Broking Ltd (Formerly Known as M/s Reliance
Composite Insurance Broking Ltd).
Designation: Deputy Manager E3 – Employee Benefit.
Joined the Organization in March 2012 to Till Now as Deputy. Manager- Employee Benefit.
Responsibilities:
Key Responsibilities as: Assistant Manager- Client Retention Corporate Relations.
1. Handling Corporate Clients pertains to Employee Benefit Work.
2. Handling Brokerage Reconciliation work, preparing Invoices of Brokerage and
responsible for collecting Brokerage from Insurance Company.
3. Taking Care of SAIBA entries pertains to policy Booking.
4. Handling Cashless query pertains to our esteemed corporate clients.
5. Handling grievance work related to reimbursement cases of corporate clients.

2. 6. Handling enrollment of Policy in CSV format pertains to Different Insurance
Companies, Endorsement their calculations related to Addition and Deletion of
Group Mediclaim Policies.
7. Coordination work with TPA for taking MIS from them and providing to customer on
monthly basis or on their request.
8. Visiting Client offices for creating better relation with them and approaching them
for new business.
9. Building strong relationship with client to ensure the renewal.
10. Retain all the corporate clients.
11. Incorporated the feedback forms for Regular feedbacks from corporate/insurer/broker for the
services rendered to understand the problem areas and work towards providing the best
solutions.
Work Experience:
SMC Insurance Broking Services Ltd.
Designation: Assistant Manager – Corporate Relations.
Joined the Organization in Feb, 2011 to March 2011 as Asst. Manager- Corporate Relations.
Responsibilities:
1. Handling the esteemed corporate client likes M/s Krishi Rasayan Ltd, M/s
Minda Group , M/s Talent pro Hr Services P Ltd, M/s Orient Abrasive Ltd, M/s
Autofit ltd, M/s Panasonic AVC India Ltd, M/s Vihaan Networks Ltd, M/s Metro
Super Specialist Hospital ltd, M/s Saraswati Syndicate Ltd, M/s RPO worldwide
India Ltd, M/s Delhi Airport Parking Services Ltd, M/s ASK Automotive Ltd etc.
2. Preparation of RFQ, QCR for GMC and GPA Policy.
3. Preparation of Calculation of Premium for Addition and Deletion of employees
in endorsement.
4. Liasioning work with Insurance Company for follow up of endorsement,
Issuance of Policy and C/D balance Account.
5. Liasioning work with TPA for follow up of claims, TPA Member ID Cards and
6. Maintaining helpdesk on weekly or monthly basis to solve the queries of client
pertains to C/D account balance, reimbursement claim, cashless, TPA cards,
Addition and Deletion of employees from Active List.
7. Audit the claim files, examine claim papers and medical reports according to
disease, match prescription and in case of deficiency of documents, put
queries to client before sending to TPA for processing.
8. Send out our company profile presentation to the prospects and take
appointment to meet the client.

3. Raksha TPA Pvt. Ltd.
Designation: Sr.Executive – Client Retention Team.
From September 2006 to Feburary 2011.
Joined the Organization in September, 2006 to Feb 2011 as Trainee- Retention. Raksha TPA
Pvt. Ltd. is one of the leading TPA’s with PAN-India presence, having 42 branches with totally
decentralized operations at 14 locations and a network of more than 3200 hospitals. Working
Currently as Sr. Executive – Corporate Relations client Retention Team.
Key Responsibilities as: Sr. Executive- Client Retention Corporate Relations.
12. Handling the New India portfolio and all major corporate as their Account Manager.
13. Managing Corporate client as their Account Manager like M/s Bechtel India Ltd, M/s
Pl Engineering, M/s Punj Lloyd Ltd, M/s Skol Breweries Ltd, M/s Wrigleys India Ltd,
M/s Metso Minerals Ltd, M/s Good year India Ltd, M/s Krishi Rasayan Ltd and M/s
Krishi Rasayan Ltd.
i. Solving all type of grievances of corporate emp. Pertain to mediclaim.
ii. Co-ordinate with corporate HR department for solving all types of
grievances
iii. Pertaining to cashless, reimbursement, medical card, endorsement of
emp. Etc.
iv. Liasioning work with the insurance company, with the Brokers for
endorsement or the
v. Follow up for payments and claims updation.
14. Building strong relationship with client to ensure the renewal.
15. Retain all the corporate clients.
16. Incorporated the feedback forms for Regular feedbacks from corporate/insurer/broker for the
services rendered to understand the problem areas and work towards providing the best
solutions.
M/s Envirotech Overseas Ltd.
From September 2005 to August 2006
Designation: Assistant Accounts – Finance Department.
Key Responsibilities as: Assistant Accounts- Finance Department.

4. 1. Making Journal Entries.
2. Passing of customer, suppliers and staff bills.
3. Making entries related to purchase vouchers, sales vouchers, cash payments
vouches, bank payment vouchers, cash receipt, Bank Receipt, Journal
Vouchers, Credit notes and Debit Notes.
4. Details of TDS related to Contractor, Rent, Professional, Salaries, Interest, or
commission.
5. Daily Basis cash transaction related to site expenses.
6. Maintaining debtors and creditors ledger.
7. Co-ordination with the Chartered Accountants of company.
8. Liasioning work with bank, follow up with debtors for day to day collection.
Past Experience.
M/s Escorts Construction Equipment ltd.
Executive Trainee (Administration department).
May 2003 to August 2005.
Companies Profile:
They are the manufacturers of Pick and carry cranes, Excavators, Dumpers, slew
cranes, Road rollers and Tower cranes.
Job Profile
 Responsible for doing enteries related to warranty services claims of the machines
done by the service engineers of the dealers office.
 Making letters, spare parts quotations and offers letters in word or excel format or E-
mails.
 Responsible for taking out the outstanding payments and the Bank Guarantees.
 Maintaining documentation work and filling work.
 Making journal entries.
 Making entries related to purchase vouchers, cash payments vouchers, Cash Receipt,
Bank receipt, Journal Vouchers, Credit Notes and Debit Notes.
 Preparation of Bank Reconciliation Statement.
Past Experience
M/s Alpha Services Pvt Ltd.

5. Companies Profile:
They are the manufacturers of tower cranes and they are also a dealer of M/s Escorts
Construction Equipment Limited for delhi and NCR. They are also dealer of M/s Sany
Heavy Industries Ltd.
Job Profile:
 Making journal Enteries
 Making Enteries Related to Purchase Vouchers, Sales Vouchers, Cash Payment
Voucher, Bank Payment Voucher, Cash Receipts, Bank Receipts, Credit Notes and
Debit Notes.
 Making Details of Sales tax, Form C, Form St-1. Form St35.
 Making details of TDS, Salaries, Contractor, Professional, Rent, Interest or
commission.
 Preparation of Form 16A, Responsible for preparation of TDS returns.
 Maintaining Debtors and Creditors Ledger.
 Preparation of Bank Reconciliation Statement.
STRENGTH
• Good communication, interpersonal, learning and organizing skills.
• Team player with excellent time management skills and ability to work under
pressure.
• Smart working and achievement oriented.
• Self-motivated and self-learner.
Personal Information:
Date of Birth : 03rd June, 1981.
Father’s Name : Late Shri Mohan Malhotra.
Marital Status : Unmarried
Languages Known : English & Hindi.
Hobbies : Traveling, Music & Making Friends.
Date :
Place : Delhi Gagan Malhotra

6. Companies Profile:
They are the manufacturers of tower cranes and they are also a dealer of M/s Escorts
Construction Equipment Limited for delhi and NCR. They are also dealer of M/s Sany
Heavy Industries Ltd.
Job Profile:
 Making journal Enteries
 Making Enteries Related to Purchase Vouchers, Sales Vouchers, Cash Payment
Voucher, Bank Payment Voucher, Cash Receipts, Bank Receipts, Credit Notes and
Debit Notes.
 Making Details of Sales tax, Form C, Form St-1. Form St35.
 Making details of TDS, Salaries, Contractor, Professional, Rent, Interest or
commission.
 Preparation of Form 16A, Responsible for preparation of TDS returns.
 Maintaining Debtors and Creditors Ledger.
 Preparation of Bank Reconciliation Statement.
STRENGTH
• Good communication, interpersonal, learning and organizing skills.
• Team player with excellent time management skills and ability to work under
pressure.
• Smart working and achievement oriented.
• Self-motivated and self-learner.
Personal Information:
Date of Birth : 03rd June, 1981.
Father’s Name : Late Shri Mohan Malhotra.
Marital Status : Unmarried
Languages Known : English & Hindi.
Hobbies : Traveling, Music & Making Friends.
Date :
Place : Delhi Gagan Malhotra