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alireyaz786

Reyaz A

@alireyaz786

Relationship Manager Operations Issuance and MIS Excutive

Indien
Hindi, Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
I am a dedicated professional with 5 years of experience in the Financial Services sector, specializing in life insurance sales, customer relationship management, and underwriting coordination. I have a proven track record in lead generation, KYC verification, and managing policy issuance processes to contribute to organizational growth.... Mehr lesen

Kompetenzen

a
alireyaz786
Reyaz A
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

Datenanalyse-Beratung
I will create dynamic excel dashboards and mis reports
Ab10 $ / ProjektWeitere Details

Portfolio

Arbeitserfahrung

Team leader

Insight CBS • Vollzeit

Jan 2021 - Present • 5 yrs 5 mos

Relationship Manager Operations | MIS Executive Managing life insurance proposal issuance and policy processing activities. Reviewing customer applications and ensuring compliance with company guidelines. Preparing and maintaining MIS reports for issuance, sales performance, pending cases, and operational metrics. Coordinating with sales teams, underwriters, and backend operations for timely policy issuance. Monitoring case status, resolving discrepancies, and ensuring service-level adherence. Analyzing operational data and preparing dashboards using Excel, Pivot Tables, and reporting tools. Tracking daily, weekly, and monthly performance metrics and sharing insights with management. Maintaining data accuracy and supporting process improvement initiatives.