Rajesh Devlekar Email & Phone Number

Mumbai

 Preparation of Helios Monitoring reports in MS Access to indentify inward process TAT.  Preparation of Helios Dashboard reports in MS Access to indentify policy issuance & dispatched TAT.  Preparation of daily two hourly LMS leads status MIS in MS Access. Preparation of daily last day & MTD LMS leads status MIS in MS Access.  Preparation of inward & booking MIS (Productivity MIS, Growth MIS, Daily MIS, MTD MIS & YTD MIS) for all Bancassurance Channel-PAN… Show more  Preparation of Helios Monitoring reports in MS Access to indentify inward process TAT.  Preparation of Helios Dashboard reports in MS Access to indentify policy issuance & dispatched TAT.  Preparation of daily two hourly LMS leads status MIS in MS Access. Preparation of daily last day & MTD LMS leads status MIS in MS Access.  Preparation of inward & booking MIS (Productivity MIS, Growth MIS, Daily MIS, MTD MIS & YTD MIS) for all Bancassurance Channel-PAN India. Show less

Andheri Mumbai

 Preparation of daily Motor & Tractor fund transfer cases PID’s & share with PAN India branches to further process. Preparation of Motor & Tractor funds transfer MIS in MS Access to indentify policy issuance & processing TAT. Conducting analysis of Scope and Feasibility for both practical & technical aspects Designing and implementing systems, processes and procedures to facilitate smooth functioning of overall operations and enhance operational efficiency Efficiently… Show more  Preparation of daily Motor & Tractor fund transfer cases PID’s & share with PAN India branches to further process. Preparation of Motor & Tractor funds transfer MIS in MS Access to indentify policy issuance & processing TAT. Conducting analysis of Scope and Feasibility for both practical & technical aspects Designing and implementing systems, processes and procedures to facilitate smooth functioning of overall operations and enhance operational efficiency Efficiently handling Preparation of Helios Monitoring reports and Helios Dashboard reports MIS to indentify inward process, policy issuance & dispatched TAT Preparing of daily two hourly LMS leads status MIS and MTD LMS leads status MIS in MS Access.  Involved in Preparation of inward & booking MIS (Productivity MIS, Growth MIS, Daily MIS, and MTD MIS & YTD MIS) for all Bancassurance Channel-PAN India. Show less

Preparation of Helios Monitoring reports in MS Access to indentify inward process TAT. Preparation of Helios Dashboard reports in MS Access to indentify policy issuance & dispatched TAT. Preparation of daily two hourly LMS leads status MIS in MS Access.Preparation of daily last day & MTD LMS leads status MIS in MS Access. Preparation of inward & booking MIS (Productivity MIS, Growth MIS, Daily MIS, MTD MIS & YTD MIS) for all Bancassurance… Show more Preparation of Helios Monitoring reports in MS Access to indentify inward process TAT. Preparation of Helios Dashboard reports in MS Access to indentify policy issuance & dispatched TAT. Preparation of daily two hourly LMS leads status MIS in MS Access.Preparation of daily last day & MTD LMS leads status MIS in MS Access. Preparation of inward & booking MIS (Productivity MIS, Growth MIS, Daily MIS, MTD MIS & YTD MIS) for all Bancassurance Channel-PAN India. Show less

Preparation of Helios Monitoring reports in MS Access to indentify inward process TAT. Preparation of Helios Dashboard reports in MS Access to indentify policy issuance & dispatched TAT. Preparation of daily two hourly LMS leads status MIS in MS Access.Preparation of daily last day & MTD LMS leads status MIS in MS Access. Preparation of inward & booking MIS (Productivity MIS, Growth MIS, Daily MIS, MTD MIS & YTD MIS) for all Bancassurance… Show more Preparation of Helios Monitoring reports in MS Access to indentify inward process TAT. Preparation of Helios Dashboard reports in MS Access to indentify policy issuance & dispatched TAT. Preparation of daily two hourly LMS leads status MIS in MS Access.Preparation of daily last day & MTD LMS leads status MIS in MS Access. Preparation of inward & booking MIS (Productivity MIS, Growth MIS, Daily MIS, MTD MIS & YTD MIS) for all Bancassurance Channel-PAN India. Show less

Prabhadevi Mumbai

 Assisting with generating new business, Identifying opportunities for greater profits. Understand Agent needs and develop plans to address them, Building positive relationships with Agent,  Ensure the overall growth and success of an assigned portfolio by deepening relationships with existing and new Agent  Develop and grow repeat business, manage relationships to achieve monthly revenue and monetization targets  To ensure qualify maximum agent in contest for overseas tour… Show more  Assisting with generating new business, Identifying opportunities for greater profits. Understand Agent needs and develop plans to address them, Building positive relationships with Agent,  Ensure the overall growth and success of an assigned portfolio by deepening relationships with existing and new Agent  Develop and grow repeat business, manage relationships to achieve monthly revenue and monetization targets  To ensure qualify maximum agent in contest for overseas tour and vouchers. Streamlining the process of attending Agents queries/complaints and resolving the issues to total Agents satisfaction. Responsible for interactions with agents in order to service & to broaden the business base & retention of existing business. Responsible for coordinating with F&A for commission statements & payouts of the Agents Provide guidance and support to Agents post-sale Underwrite motor & Health documents. If any query raise, intimating the respective persons & resolve it within the stipulated time frame. Conduct training by presenting company’s product usage. Recruit new agent & develop business Show less

Mumbai

 Preparation of daily PAN India Auto Loan, Two wheeler Suraksha Kavach, Four wheeler Suraksha Kavach MIS of HDFC BANK. Preparation of MIS for DSA Insurance of HDFC BANK.  Providing Quote for Private as well as Commercial Vehicles. Preparation of Monthly Report and Auto Commission statements Underwrite Private Car Motor Documents, which the Bank (HDFC) had forwarded to us for the Policy Issuance. If any query raised, intimating the respective persons &… Show more  Preparation of daily PAN India Auto Loan, Two wheeler Suraksha Kavach, Four wheeler Suraksha Kavach MIS of HDFC BANK. Preparation of MIS for DSA Insurance of HDFC BANK.  Providing Quote for Private as well as Commercial Vehicles. Preparation of Monthly Report and Auto Commission statements Underwrite Private Car Motor Documents, which the Bank (HDFC) had forwarded to us for the Policy Issuance. If any query raised, intimating the respective persons & resolve it within the stipulated time frame.  Looking after all the Private car policies issues related to Renewals & Fresh Policy Issuance, Transfer & Endorsements, Payouts, Refunds and requirements of our team etc. Show less

Preparation of MIS for DSA Insurance of HDFC BANK. Providing Quote for Private as well as Commercial Vehicles.Preparation of Monthly Report and Auto Commission statementsUnderwrite Private Car Motor Documents, which the Bank (HDFC) had forwarded to us for the Policy Issuance. If any query raised, intimating the respective persons & resolve it within the stipulated time frame. Looking after all the Private car policies issues related to Renewals & Fresh… Show more Preparation of MIS for DSA Insurance of HDFC BANK. Providing Quote for Private as well as Commercial Vehicles.Preparation of Monthly Report and Auto Commission statementsUnderwrite Private Car Motor Documents, which the Bank (HDFC) had forwarded to us for the Policy Issuance. If any query raised, intimating the respective persons & resolve it within the stipulated time frame. Looking after all the Private car policies issues related to Renewals & Fresh Policy Issuance, Transfer & Endorsements, Payouts, Refunds and requirements of our team etc. Show less

Reconciliation of ATM Transaction with Finacle & Euronet switch. Reconciliation of Mobile Recharge Transaction with Finacle & Euronet switch.Passing Transaction Entries in finacleCustomer support in ATM queries with mail. Preparation of Monthly Report

Reconciliation of ATM Transaction with Finacle & Euronet switch. Reconciliation of Mobile Recharge Transaction with Finacle & Euronet switch.Passing Transaction Entries in finacleCustomer support in ATM queries with mail. Preparation of Monthly Report

Data entry of log sheet report in system.Preparation summary of log sheet.

Data entry of log sheet report in system.Preparation summary of log sheet.

B.Com,H.S.C; S.S.C, Adv Computer Management; Onus Computer Education

TRAINING SESSIONS ATTENDED: JUMP Program Self-development program attended on Communication skills & Multi tasking situation. L & D.

Bcom

B.Com`, Commerce

B

H.S.C; S.S.C, Adv Computer Management; Onus Computer Education

TRAINING SESSIONS ATTENDED: JUMP Program Self-development program attended on Communication skills & Multi tasking situation. L & D.