Nirav P. Email & Phone Number

Chino Hills, Ca, Us

United States

Santa Monica, California, United States

Tustin, California, United States

Manage the Bank's CRM and Loan Pipeline Tracking applications. Serve as the Bank's CRM expert. Analyze and interpret marketing research, profitability, segmentation and product management reports utilizing Marquis Marketing MCIF, Prime, Onyx SQL and Cognos Viewpoint databases. Responsible for senior level management report generation. Responsible for planning, directing and managing research and development activities to support marketing, sales, product development and community banking… Show more Manage the Bank's CRM and Loan Pipeline Tracking applications. Serve as the Bank's CRM expert. Analyze and interpret marketing research, profitability, segmentation and product management reports utilizing Marquis Marketing MCIF, Prime, Onyx SQL and Cognos Viewpoint databases. Responsible for senior level management report generation. Responsible for planning, directing and managing research and development activities to support marketing, sales, product development and community banking initiatives. Supported the Bank's enterprise-wide compensation plan by providing analytical data used for measurement and payout. Lead various product and service, incentive and revenue tracking projects. Show less

Manage CRM software implementation projects for target clients while maintaining strict adherence to set budgets and timelines; provide recommendations based on adherence to management policies, industry best practices, and operational procedures. Play a leading role in client retention, relationship building, communication within the designated territory, and meeting client expectations for a successful "close and implementation". Coordinate the technical installation of our system… Show more Manage CRM software implementation projects for target clients while maintaining strict adherence to set budgets and timelines; provide recommendations based on adherence to management policies, industry best practices, and operational procedures. Play a leading role in client retention, relationship building, communication within the designated territory, and meeting client expectations for a successful "close and implementation". Coordinate the technical installation of our system with key areas vendors and strategic partners. Consult with senior client management to provide regular analysis of system effectiveness and its impact on the business (ROI). Directly accountable for customer satisfaction and on-going performance.; Successfully implemented 9 new client sites throughout the Western United States and expand the account base by over 400% from 3 accounts to over 12 regional accounts.Managed 100% project implementation success rate (not one client was lost in the process).Train 300 sales professionals and 50 management level professionals directly in a one-on-one and classroom environment.Improve sales performance in the top 10% of my client base by 20% year-over-year by making direct recommendations at the senior ownership level. Show less

Responsible for researching, organizing and documenting the functionality requirements of all business systems. Interviewed senior management and business users for various projects. Write detailed specification documents for distribution to all project stakeholders, including senior management. Coordinated updates to production systems and communicated system-related changes to all departmental staff. Provided complex technical business and/or administrative support to programmer resources and… Show more Responsible for researching, organizing and documenting the functionality requirements of all business systems. Interviewed senior management and business users for various projects. Write detailed specification documents for distribution to all project stakeholders, including senior management. Coordinated updates to production systems and communicated system-related changes to all departmental staff. Provided complex technical business and/or administrative support to programmer resources and users as well as training and documentation of system procedures for business units; for a phased upgrade and redesign of NPC's corporate Internet site which entailed migrating from an outside vendor to using internal resourcesCollaborate with 70+ business unit managers to write, develop and maintain business contingency and resumption plans for corporate wide disaster recovery project for the JNL affiliated group of companies (NPC, SII, INVEST, ICA & JNLD)Documented business rules and requirements to dynamically capture and populate index participation rates and interest rates on the Web for various products and distributionsCreate detailed documents specifying business rules, constraints, assumptions and requirements for displaying Pending Business Data information on the JNLD propriety production reporting systemEnhanced the JNLD Web site by formulating specific requirements and business rules to capture new recruits and feed it to Siebel for Internal Wholesalers to follow-up on Show less

B.A, Business Administration (Mis)

Education record