2014 aribl profile

8/12/2019 2014 Aribl Profile

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Profile

Anand Rathi Insurance Brokers


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Equity Capital MarketsIPOs/ FPOs/ QIPs

Private Equity Advisory

M&A Advisory

Debt Raising/ Syndication & Restructuring

Research

Institutional Sales with active relationships with 400+ investors

International Listings (US/ Hong Kong)Wealth Management

Present in Delhi, Chandigarh, Mumbai,

Pune, Bangalore, Hyderabad and Chennai

AUM of USD 800 mn

Investment Banking & Institutional

Equities

Investment Banking

Institutional Equity Research, Sales &

Trading

Equity & Debt Capital Markets

Personal Financial Services

Present at over 1,500 locations across

India

Institutions

Private Clients

Equities

Derivatives

Bonds

Mutual Funds

Commodities

Insurance

Set up in 1994, 4000 people


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Overview

Amongst the leading insurance brokers in India; licensed by Insurance Regulatory

and Development Authority of India (IRDA) in the year 2003

Our guiding philosophy is to manage clients' entire risk by providing the optimal level

of cover at the least possible cost

Licensed for both life and general insurance

General insurancefocus on large, commercial risk

Provide clients comprehensive risk managementsolutions

Product selection is research oriented and customized to the client's needs

Commitment to timely and efficient claim settlement and post sales service

Branches in Mumbai, New Delhi, Hyderabad, Bangalore, Kolkata


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Name Experience

Ms. Supriya Rathi

Director

Ms. Rathi has 16 years of experience in financial services with 10 years experience in

insurance broking

She has set up the insurance distribution business for the group

She has experience across financial services in retail banking and equity research, and has

worked with leading organizations such as Hongkong Bank, Solomon Smith Barney (now

part of Citigroup)

Mr. Siddharth Iyer

Senior Vice President

Mr. Iyer has over 27 years of experience in senior positions in insurance companies and

insurance brokers

He is a Fellow of Insurance and has strong technical skills in general insurance

He has successfully handled large multinational as well as Indian corporates across

manufacturing and service sectors

Mr. S.V. Sakalikar

Associate Director

Mr. Sakalikar has worked in National Insurance for 30 years in senior management

positions

His engineering background and his experience in risk management enables him to add

significant value to new and existing risk portfolios in terms of both cost and coverage

Senior Management Profile


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Name Experience

Mr. Rajiv Dhabaria

Head Techno

Marketing

Mr. Dhabaria has 30 years of experience in the insurance domain

He has worked in senior management positions in the corporate insurance cell at large

corporate houses in India (JKGroup, Essar Group, Aditya Birla Group) for 21 years, with the

last 9 years working with reputed insurance broking houses

He has successfully handled insurance portfolio of manufacturing facilities like cement,

fertilizers, metal industries, power generation units, telecom sector, infra structure

companies

Has product specialization in: property insurance, mega risk insurance, (aluminum, copper

and fertilizer plants) , project insurance and employee benefit schemes

Mr. Vinod Kalevar

Branch Head,

Corporate General

Insurance

Mr. Kalevar has 27 years of experience of working in a PSU General Insurer and 8 years

experience in insurance broking

He has successfully handled various power projects

He is an expert in overall business development, underwriting, risk review, gap analysis of

the portfolio, risk improvement, risk inspection, claims servicing, negotiations with

insurers on terms & conditions and price, etc.

Ms RituAssistant Vice

President ( Delhi)

General Insurance

(Corporate)

Ms.Ritu has over 14 years of experience in marketing of General Insurance and

management.

In her previous assignment at Edelweiss Brokers Limited, she was heading the General

Insurance Department.

Senior Management Profile (contd.)


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Client

Consultant to

insured

for risk analysis

and

product

development

Insurers insight

of risk coverage,

exclusions are

integrated to

match the

insureds

expectations

Facilitator for

speedy

settlement of

claims

Represent the

insured in

negotiating

best coverage &

pricing

Anand Rathi Insurance Brokers

Insurer


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What We Do

Overview

Analysis of all insurance policies

Inspection of locations and assessment of risks

Identification of insurable assets at various locations

Facilitating valuation of insurable assets

Periodic discussion with officials

Scientific determination of premium in accordance with risk exposure

Design policy wordings suitable for risk exposure

Preparation of quote slips for various insurances

Negotiation of premium and placement of policies in consultation with ALL

Portfolio administration

Update on latest developments in the field of insurance relating to ALLs activities

Facilitating claims along with ALL officials


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95% Client Retention due to claims services and Risk Management practices

Tailor-made policies vis a vis the risk

Placing the risk with the most effective insurers along with Risk apetite

Extensive coverage at the best prices

Help desk facilities at clients location for employee benefit coverage

Assisting claims management effectively from appointment of surveyor, submission

of documents and speedy claim settlement

Analysis of the risk and suggestions for risk transfer


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Informing the Dos and Donts to be followed in an event of claims and timely Intimation

of Claims

Checking and informing the admissibility of the claims and challenges in Claimshandling

Coordination and guidance in submission of all Claims related documents on time.

Coordination of any issues that arises at any stage during the settling of the claim.

Arranging Joint Meetings between the insured and the insurer to remove anybottlenecks.

Assistance in Claim settlement negotiation.

Providing and maintaining Claims Records, timely Claims Analysis and claims reviewmeeting.

Creating efficient, effective, and pro-active strategies to reduce Claim costs and mitigaterisks.

Panel of Surveyors pre-decided at the time of placement of insurance policies.

Coordination and guidance in meeting and answering the queries raised by Surveyors /Loss Adjusters / Legal Counselors.


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What We Provide

Overview

Property Insurances

Fire Insurance

Burglary Insurance

Consequential LossFire

CAR & IAR

Transit Insurance (Marine)

Machinery Breakdown Policy

Liability Insurances

Directors and Officers Liability Insurance

Professional Indemnity Insurance

Errors & Ommissions Liability Insurance

Crime Insurance

Clinical Trial Insurance

Group Mediclaim Insurance

for Employees

for Parents

Stand Alone Terrorism


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Mumbai HeadOffice

Delhi Kolkata Hyderabad Bangalore Chennai


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Our Customer Focus

We cater to the

following sectors:

Banking

Chemicals

Education

Pharmaceutical

Textiles

Logistics

Construction

Gems and Jewellery

Paper

Shipping

IT

Food processing

Manufacturing

Telecom

Petrochemical

Marquee Clients

Dharni SampadaPvt Ltd


13/13CONFIDENTIAL

Thank You

2014 aribl profile

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