Rohit Gupta

About Rohit Gupta

Enthusiastic & self driven working professional, Master of Business Administration (MBA) in Finance with 18 years of proven expertise spanning across General, Life, Health Insurance and Wealth Management Operations and distribution.Currently working with Kotak Alternate Asset Managers Limited as Associate Vice President and in past worked with Aditya Birla Capital since inception of organisation managed multiple challenging opportunities and witnessed the change and transformation we brought in Health Insurance segment. Spent noticeable stints with HDFC Ergo General Insurance (erstwhile Apollo Munich Health Insurance) & SBI Life Insurance in multi faced roles and responsibilities. Added an extra feather to my career in terms of the experience and working in startup environment of such a big conglomerate, exposure to handle various challenges, Do-it-yourself (DIY) attitude and initiating everything from scratch by utilizing my knowledge and experience gained in previous organizations.Expertise in:*Wealth Management Operations*Alternative Investment Fund*Product Management *Private Equity*Distribution Operations*Multiply Operations*Distribution Strategy*Policy Servicing*Agency Licensing*Rewards and Recognition*Event Management/Planning*Performance Management*Project Management*Net Promoter Score*Customer Experience and Engagement*Branch Co-ordination/Operations*Underwriting (Life/Health)*Customer Relationship Management*MIS Analysis & Reporting*Audit & Compliance

Experience

1. Fund Manager - Associate Vice President

   Kotak Alternate Asset Managers Limited

   Jul 2021 — Present · IN

   Global Investor Onboarding & Relationship Management- Led seamless onboarding of Sovereign Wealth Funds, HNIs, and UHNIs by aligning with international distributors- Ensured timely NAV communication and maintained high-trust engagement through precision-driven fund administration partnerships. Cross-Border Financial Operations & Treasury Management- Directed foreign exchange conversions, forwards booking, and fund remittances with IBU, Treasury, and Custody teams- Negotiated optimal terms with IBUs to enhance cross-border financial efficiency and scalability.🤝 Strategic Vendor Alliances & Compliance Optimization- Spearheaded onboarding of premier service partners for fund accounting, regulatory advisory, and compliance support- Elevated operational resilience by embedding high-performance standards across vendor frameworks. Regulatory Compliance & Industry Representation- Maintained audit-readiness and adherence to multi-jurisdictional regulatory norms via close coordination with compliance leads- Represented KAAML at marquee IFSC events and ecosystem-building forums, amplifying institutional credibility. Product Innovation & Stakeholder Communication- Successfully registered fund vehicles in domestic as well as international markets through cross-functional regulatory execution (legal, compliance, product)- Engineered consistent, transparent communications with global investors, channel partners, and leadership to foster strategic clarity and confidence. Operational Excellence & Process Innovation- Architected streamlined sales and investor service processes to support scale and precision across diverse investor cohorts- Delivered cross-functional efficiency through standardized workflows aligned with overarching growth objectives.

Education

• Rani Durgawati University

  Bachelor of Commerce, Commerce

  2003 — 2006

• Sikkim Manipal Institute of Technology - SMU

  MBA, Finance

  2010 — 2012

• Central Board of Secondary Education

  10+2, Commerce

  2002 — 2003

Skills

• Persistency
• Internal Audit
• Renewals
• Insurance
• Employee Engagement
• Business Process Improvement
• Underwriting
• Customer Relationship Management (Crm)
• Administration
• Performance Management
• Crm
• Team Management
• Compliance
• Analysis
• Vendor Management
• Human Resources
• Mis Reporting & Analysis
• Leadership
• Management Information Systems (Mis)