Coordinating with channel partner related to monthly business booked.Allotted Channel PNBHFL (Primarily) and India Bulls.Sharing NEFT and Inward report received from channel partner to Pan India team and resolving their queries related to payment received and booking.Maintaining Recon data and sharing weekly reports to channel partner.Sharing recon pendency report to Pan India team and taking updates on the same.Preparing claims MIS, Maintaining Records of ILWIP, PAID and Rejected cases and sharing the report to Channel partner.Sharing the query letter to concerned team for resolving the cases related to claims.Preparing Monthly cancellation data and sharing the report to channel partner.Preparing Commission and reward reports in desired format, resolving discrepancies and sharing the report to channel partner.Preparing Market share, Penetration and SAS report for tracking monthly and yearly progress report of Pan India Team.Coordinating as an anchor between channel partner and Internal sales team.Providing support to sales team.Providing refund breakup details to channel partner.Providing Policy copies to channel partners.Providing daily booking numbers to channel partner.Coordination with operations, collection and zonal and central team of channel partners.

Generating Sales lead by coordinating with companies.Selling export import data that provides the market value report to companies.Maintaining sales records.Preparing data related to clients and allotted companies.Coordinating with companies at the time of renewals.CHA meetingsResolving the queries of customer related to the import and export related data.