 Following standard analysis procedures to understand the primary format and scope of the system requirements. Analyzing the documented information and converting it into assertive forms. Preparing the standard reports and forwarding them to the concerned authorities. Analysing financial viability of cases from Alternate Channels before submission. Reviewing weekly and monthly business trend with managers. Handled TAT project to improve turnaround time of the cases for the department. Arranging policy training for the channel partners and working as a key liaison to all the channel partners for all the policy updates. Maintaining accounts as per audit requirements. Handling coordination for Direct Sales Team & Alternate Channels with Credit. Maintaining relationship with different Alternate Channel Partners. Resolving queries of Alternate Channel Partners related to product and policy.

 Tracked Bajaj Capital's monthly AUM (Asset under Management), Net Sales and Folios at the end of every month and then analyzing the same to formulate strategies to increase business. Planned and presented monthly business action to Board of Directors to increase total market share of Bajaj Capital Limited across India. Handled clients’ and sales teams’ queries on various issues related to Mutual Fund Products. Trained call centre and sales staff of Bajaj Capital on product features, market scenario and Unique Selling Propositions of the products. Promoted products through various marketing campaigns like introducing contests, product specific leaflets, brochures, trainings, etc Maintained records of commission rates received by Bajaj Capital Limited.