Roshan Tolani

Insurance operations professional with 9+ years managing corporate agency/ bancassurance-style distribution across a 210-branch retail network, driving channel partner relationships, business growth, and process & quality standards. Proven stakeholder expectation management across internal teams, distribution partners, and customers, with hands-on ownership of performance analytics, MIS, and incentive-driven business delivery.

Strong

Excel/PowerPoint-based skills applied to business planning, channel reporting, and regulatory risk management.

Assistant Manager – Insurance Operations and Product at StockHolding Corporation of India Ltd (2025-01 – Present)

• Manage end-to-end channel partner relationships across a 210-branch retail network, driving business planning, YoY business growth, and process & quality standards in line with IRDAI regulatory requirements. Recognized as "Exemplary Employee" for exceptional performance; ranked among the top 5% performers across India.
• Own stakeholder expectation management across internal teams, distribution partners, and customers — coordinating product marketing, branch enablement, and lead management to scale insurance business lines while maintaining ~96% persistency.
• Assist all Employees for certify with Insurance IRDAI IC 38 Specified Person (Composite) and renewals of same.
• Ensure timely complete IRDAI compliance, Extensive Business data provides to IRDAI, Internal and Statutory audit.
• MIS, Presentation and Reports preparation and analysis of same, Identify challenges and suggestion for overcome.
• Under finance activity ensure Business data accuracy, Invoice generation and same upload at GSTR Middle tier.
• Incremental development of Insurance back office system, milestones achieved from manual to automation of process.
• Design and execute Reward & Recognition and incentive programs to drive channel partner productivity and business development, backed by MIS-based performance analytics to identify growth opportunities and correct underperformance.

Executive – Insurance Operations at StockHolding Corporation of India Ltd (2017-06 – 2025-01)

Franchise Business Associate at Kotak Sec Ltd. (Franchisee) (2016-07 – 2017-06)

• All Segment (Equity, F&O, Currency, and Commodity) Trade execution, terminal achieved after completion of certifications.
• Maintaining MIS Client Data, Profit & Loss Statement, Stock Holding Report & Client Ranking.
• Achieving Trading Target of Apex Management on Daily Basis and Maximizing the Profits with Intelligent Investments and TPP products (Insurance, IPO, MF etc.).
• Built and maintained relationships with new and existing clients while providing high level of expertise on their Investments.

Relationship Manager (HNI) at HDFC Securities Ltd. (2015-02 – 2016-06)

Relationship Manager (HNI) at Religare Securities Ltd. (2014-09 – 2015-02)

Service Executive at Angel Broking Pvt Ltd (2013-03 – 2014-09)

Bachelor of Management Studies in B.M.S – Mumbai University (2009-06 – 2012-03)