Rahul Agrawal

About Rahul Agrawal

I am a Finance & FinTech Transformation leader with 20+ years of experience across Insurance, Finance Operations, and Digital Enablement—working at the intersection of strategy, technology, governance, and people leadership.Currently, I serve as Assistant Vice President – Finance at Axis Max Life Insurance, where I lead Finance Technology, Accounts Receivable, Premium Collections, Banking, Distribution Compensation, and Service Delivery Operations at a PAN-India scale.Over the years, I’ve helped organizations move from manual, people-dependent processes to intelligent, automated, compliance-first finance ecosystems. I’m deeply passionate about: Finance Digital Transformation Revenue Assurance & Governance Intelligent Automation (RPA, VBA, Python) Large-scale Operations & Compliance Building learning-driven, resilient teamsRecognized by CEOs, CFOs, and external forums such as Economic Times, Business Standard, BW CFO World, SAP Concur, Clear, I believe sustainable impact comes from clarity of strategy, simplicity of process, and empathy in leadership.

Experience

1. Assistant Vice President Finance

   Axis Max Life Insurance Limited

   Apr 2021 — Present · Gurugram, IN

   Leading a large team size cross-functional team managing Finance Technology, Premium Collections, Banking, Distribution Compensation, and Service Delivery Operations across 350+ branches PAN-India.Key Impact & Achievements• Led end-to-end finance system enhancements for new product launches, regulatory compliance, and superior customer experience• Built intelligent automation solutions using UiPath, VBA, Python, Selenium, eliminating repetitive manual work and improving accuracy• Managed Cr premium collections, reconciliation, and acknowledgements with 100% regulatory compliance• Enabled seamless onboarding of 1 lakh+ agents & partners annually with weekly/fortnightly commission payouts of ~₹2,400 Cr• Created real-time MIS dashboards & analytics for leadership decision-making• Championed Six Sigma & Lean projects driving TAT reduction, Agent NPS uplift, and customer satisfaction• Recognized with multiple CEO & CFO Excellence Awards

Education

• Sikkim Manipal University - Distance Education

  Master of Business Administration - MBA, Finance

  2015 — 2017

• Insurance Institute of India

  Associate

• Dr. B. R. Ambedkar University, Agra

  Bachelor of Technology - BTech, Information Technology

• St George's College, Agra

  12th, Commerce

  1988 — 2000

Skills

• Financial Operations
• Business Analysis
• New Business Processing
• Grievances
• Analysis
• Insurance Operations
• Policy Owner Servicing
• Life Insurance
• Insurance Claims
• Finance
• Training
• Underwriting
• Compliance
• Recruiting
• Banking
• Team Management
• Customer Retention
• Customer Service
• Policy Servicing
• Persistency
• Insurance
• Project Management
• Mis