Preparation of weekly MIS Report like KRA Sales Report, SalesGo Interaction Report, Key Coverage report, Met not met report, Sales officer Incentive report, RM payout report etc.Preparation & Analyzing Equity & DEBT Scheme Sales Campaign ReportPreparation of KRA Monthly Report & Dashboard in Tableau software.Maintenance of Data in Oracle Database and Preparation of MIS reports for regulatory and internal reporting purposesCoordinating with the different team and collecting the information on various activities.Downloading Data from CAMS Systems (MFdex) and mapping the same as per the requirement, coordinating with different teams for the data and checking its accuracy.Maintain the RM Mapping data.Preparing presentations, Graphs and analytical reports.Support the Manager in rolling out the new Projects and Initiatives and also updating on the progress and its impact.We have done internal training on Alteryx Software, Oracle Database.I have done Certification training on Tableau Software.

Develop and modify all product related performance matrices and streamline the data flow concerns if any in all the products handled.Maintenance of Data and Preparation of MIS reports for regulatory and internal reporting purposes.Preparation of MIS like Business MIS Report, Disbursement MIS, Overdue Report, Utilization Report, and Channel wise Report etc.Coordinating with the different team and collecting the information on various activities.To follow up and collect information from RMs to ensure the portfolio is tracked in terms of renewals, stock statement submission, new enhancements, facilitating non-fund line such as LCs BGs and discounting against them for existing clients.Ensure regular review of account bucket movements, its recovery and appropriate reporting. To refreshing or inserting of values into excel. Manage day to day functioning of product aspects for Emerging Enterprise Finance.Responsible for monitoring and reporting the performance & productivity of sales team by conceptualizing, developing and publishing requisite daily/weekly/monthly MIS.

1. Understanding the process in depth.2. Scrutinazation & Know Your Customer (KYC) of Customer Application Form (CAF) received from the Various Tata retailer, distributer & customer care centers.3. CRV for each CAF to be checked in pulse4. MDN No. & ESN No. in milestone & checked on physical CAF match5. All accepted CAF & documents to be scanned & uploaded in Karvy DMS Systems6. All accepted CAF & OE done to be handed over to Karvy Runner.7. Conducting process training to new team members.8. Preparing Production report and Quality report for the Team leader (MIS).

Understanding the process in depth.Scrutinazation of changeover application form received from the Various Tata power customer care centers.Performing Data entry, Quality check and Appraisals for the change over applications form i.e. Residential, commercial and Industrial customers. Processing of cheques i.e. security deposit and application charges in customer connect and in SAP. Conducting process training to new team members.Preparing Production report and Quality report for the Team leader (MIS).