Amit Agarwal

About Amit Agarwal

Dynamic and integrity-driven finance strategist with a sharp eye for anomaly detection, regulatory vigilance, and strategic recovery intelligence. Passionate about fortifying financial ecosystems through proactive risk governance, real-time data insights, and fraud forensics. Adept at transforming receivables into resilient cash flows, empowering compliance frameworks, and steering organizations through regulatory storms with agility and precision. Seeking a high-impact leadership role where analytical foresight meets operational excellence in navigating today’s complex BFSI and insurance landscapes. Crowned Grand Finale Winner of Mahindra Chakravyu Season 3, recognized for unmatched strategic acumen and next-gen leadership foresight in the BFSI landscape. Decorated with 5+ Mahindra Rise Awards for exceptional impact across Finance, Insurance Portals, and cross departmental excellence—reflecting consistent high-value delivery from 2012 to 2019. Eminent member and former Chairman of the Mahindra Finance Shadow Board (3-term tenure), influencing CXO level decision-making through innovation-focused business intelligence. Rated \'A\' Grade for Process Excellence by CMS Auditors (2021 & 2025) for designing rigorous income reconciliation and compliance governance frameworks that enhanced financial accuracy and risk assurance. Financial Transformation Leader with over 20 years of driving profitability, digital process automation, and revenue recovery across BFSI & insurance ecosystems—ensuring sustainable cashflow and operational trust. Compliance Strategist & Behavioral Risk Sentinel, known for embedding forensic intelligence and zero-leakage protocols across systems—enabling agile decision-making with embedded regulatory resilience. Spearheaded TAT monitoring for debtors\' receivables and streamlined reconciliation processes, significantly enhancing cash flow efficiency and working capital optimization.

Experience

1. Vice President Accounts & Compliance

   Mahindra Insurance Brokers Limited

   May 2008 — Present · Mumbai, IN

   Leading enterprise-wide receivables control, managing ₹ multi crore account streams from 45+ insurers, while spearheading GST-compliant billing and income reconciliation to unlock cash flow efficiency. Steering a high-performing finance team, building capability across accounts, compliance, and automation, ensuring end-to end control over reconciliation, regulatory filings, and operational hygiene. Championing automation-first culture, driving intelligent process design and building tools that enhanced efficiency, accuracy, and productivity across business verticals. Spearheading the complete design-to-deployment of QuickRecon — a bespoke reconciliation engine using fuzzy logic to streamline brokerage validation and revenue tracking across insurers. Architecting of Paybima.com’s digital rollout, single-handedly delivering a full-stack platform with real-time integration across 11 insurers and diverse lines of insurance (motor, health, travel). Compliance gatekeeper, ensuring end-to-end IRDAI regulatory adherence, managing audit frameworks, due diligence, and onboarding guidelines across cross-functional teams and service partners. Strengthening financial vigilance, initiating risk-mitigating field audits and implementing fraud-preventive controls to eliminate revenue leakages and plug financial gaps. Enabling data-driven decision making, delivering real-time business intelligence dashboards and segmentation analysis, directly empowering executive strategy formulation.

Education

• Symbiosis Institute of Management Studies

  PGDBA – 2015 , Business Administration and Management, General

  2015

• Mumbai University

  Bachelor of Commerce (B.Com.), Business/Commerce, General

  1995 — 1998

Skills

• Mis
• Crm
• Digitial Initative
• Digital Distribution
• Business Development
• Team Management
• Business Strategy
• Insurance
• Relationship Management
• Working with Brokers
• Business Relationship Management
• Negotiation
• Health Insurance
• Management
• Customer Service
• General Insurance
• Vendor Management