Aditya Patel Email and Phone Number

Key Roles Entail:• Database Management: Maintain and update databases containing crucial business information, ensuring data accuracy, integrity, and security.• Reporting System Implementation: Implement a comprehensive reporting system by generating daily, weekly, and monthly reports. Manage daily data verification and updating across multiple sheets with meticulous attention to detail and proficiency in data management tools.• Sales Database Management: Manage the Sales Database, which involved two key components:1. Overseeing data entry by Sales Agents or Business Development Managers (BDMs) into a shared database to ensure accuracy and completeness.2. Conduct thorough reviews of sales data submitted via the Admin panel, meticulously scrutinizing all details for accuracy and completeness prior to approval.• Customer Outreach and Meeting Verification: Utilize HubSpot CRM for proactive customer outreach, verifying agent-client meeting occurrences, and gathering feedback on satisfaction levels and service issues. Document feedback and remarks within the meeting verification database for comprehensive record-keeping and analysis, aiding in ongoing service improvements and client relationship management.• Payment Verification Process Streamlining: Utilize HubSpot CRM to streamline the approval process for payment verification tickets, ensuring meticulous accuracy and completeness before granting final approval.• Outstanding Payment Follow-up: Conduct follow-ups with City Leads, Team Leaders, and Agents regarding outstanding payments, ensuring timely resolution and accuracy. Verify receipt of payments in the company's bank account and diligently update corresponding data in the database for accurate financial tracking and reporting.

Consulting for APAR PeopleWorld Software Services Private LimitedKey Roles Entail:• Booking/Recording of business transactions regarding policy, endorsements and renewals bookings in SAIBA & Ebix Evolution system softwares for keeping track of commission and rewards revenue of the firm and for various reports.• Verifying each related documents for smooth processing of commission and rewards.• Follow-up with discrepency cases with business team and collecting and storing the documents in respective folders in shared drives and OneDrive.• Keeping track of data and bookings shared on Booking tracker on daily basis.• Meeting timely deadlines for all bookings.• Doing month-end Reconciliation of commission and rewards entry database with statements shared by different Insurers.• Managing and updating upload formats for bulk upload cases of policy and endorsement booking in SAIBA & Ebix Evolution system softwares.• Managing business queries throughout the process from booking till the billing of the same.• Audit policy bookings done in SAIBA & Ebix Evolution system softwares and meeting audit requirement such as providing required documents, data and various information relating to same.• Keeping track of pending renewals and timely follow-up with business team for timely closure of the same.• Helping management in reporting related work with simplification for checking the database and detailed anylysis of data to eliminate errors and omission of any transaction or documents.• Helping CDP (Central Data Processing) team with process and database related queries.• Review and Update Customers and Policy bookings data from Excel documents into the SQL Server and Extract the same using basic SQL queries.• Helping MIS team in Competitor analysis for the Board Of Directors.• Helping Ebix Evolution team in Ebix Evolution software accessibility testing.

General, Business, Medical, and Facebook Projects.

• Created Responsive Websites and also worked on Wordpress.• Developed and designed website pages, news graphics and components.• Executed web initiatives collaborating with editorial, technical and marketing teams.• Involved in creative brainstorming and redesign processes.• Provided freelance support with graphic design for product web campaigns.• Designed product marketing web ad variants.