• Built scorecards (using credit risk scorecard method) to revive leads, reactivate clients, promote upsell and cross sell of Mutual Fund Products and new IPO’s based on demographics, transactional behaviour and digital activity• Developed a 'Data Dictionary' by documenting the data structure and extraction queries optimizing data utilisation within the team• Conducted detailed analysis of cancellations, redemptions and average tenure of Systematic Investment Plans to pitch Mutual Fund Products to potential clients• Analysing daily triggers on website, supporting network with potential opportunities to promote the right products at the right time and measuring the effort of said campaign to enhance business value• Supporting network at a periodic frequency on regulatory usage of data in terms of compliance objectives

• Implementation & publishing of regular tracker for measuring the complete campaign performance and conversion pipeline to understand the impact of the brand campaigns• Established standard operating procedures and documented effective and replicable methods for extracting data and creating MIS, ensuring consistency across all projects