a
alireyaz786

Reyaz A

@alireyaz786

Relationship Manager Operations Issuance and MIS Excutive

Inde
Hindi, Anglais
Certaines informations sont présentées en anglais.
À propos de moi
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.... Plus d’infos

Compétences

a
alireyaz786
Reyaz A
hors ligne • 
Temps de réponse moyen de 1 heure

Voir mes services

Consulting en analyse de données
I will create dynamic excel dashboards and mis reports
De10 $US / projetPlus de détails

Portfolio

Expérience professionnelle

Team leader

Insight CBS • Temps plein

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.