• Accountable for tracking sales data every week; ensured departmental goals • Generated reports with Velocity ERP; developed Power BI visualizations • Designed and developed custom Power BI dashboards for decision-making • Instrumental in enhancing data analytics capabilities and automating multiple reports• Evolved business intelligence solutions; utilized ETL and DAX functions • Devised and implemented sales strategies; tracked performance • Prepared budgets & forecasts and conducted profitability analysis • Summarized financial reports and reconciled data with ERP • Improved POD flow; monitored Unbilled and DSO metrics • Published and managed dashboards in Power BI services

• Responsible for analysing overall company transactions by region, year, month, and quarter to identify trends and insights • Power BI Development: Created complex data models using Power Query and Data flows, performed data ingestion from various corporate sources, and implemented transformations and calculations using DAX code • Developed dashboards to visualize data and supported decision-making across various teams and branches • Performed audits and reconciliations of contracts, ensuring correct levied rates and charges, and analysed variance in rates • Shared insights with the CFO on revenue leakage and analysed regional contract performance versus revenue yield • Submitted direct sales outstanding reports to pan India teams, monitored unbilled and DSO, and ensured timely POD flow through OPS team follow-ups • Drove rate mapping and validation with OPS costs, and managed warehousing invoicing • Spearheaded POD Cell department to ensure timely receipt of PODs • Steered billing branches across India and sent detailed reports on outstanding invoices and unsubmitted dockets • Shared daily sales target achievements with the head of sales, analysing branch-wise performance, customer contributions, and profit/loss • Analysed sales trends, revenue by region/zone, product yield, and charge weight ratios • Facilitated monthly sales closing activities and created customer sales profitability dashboards in Power BI • Generated reports on consignment statuses and operations-related performance • Handled key clients, analysed service levels, and worked with the operations head to improve client services • Addressed and resolved complex customer problems and conducted monthly customer visits to understand requirements • Ensured resolution for late delivery cases and handling insurance claims • Headed a team of customer service staff, to improve client interactions and service delivery

Growth Path: • Jun 2013 – Nov 2017; Deputy Manager – Operation & Agency MIS • Jun 2010 – Jun 2013; Sr Executive – Agency Channel • May 2008 – Jun 2010; Executive – Operation Key Deliverables: • Spearheaded a team of 4 executives and 5 off-role staff managing advisor licensing across India • Coordinated with PAN India branches to resolve licensing queries within 1 day • Conducted data quality analysis and reconciliation, ensuring high accuracy • Automated the MIS tracker to meet organizational requirements • Significantly reduced agent payout cycle from 30 days to 10 days by updating bank details for direct credit • Summarized daily reports and shared with top management, brokers, agents, and referral partners • Developed presentation slides for CEO reviews, ensuring clear communication of key insights • Reduced URN generation TAT from T+3 days to T+1 days by implementing branch scanning processes • Initiated the inward-outward process of application kits from the branch to HQ • Optimized processes to comply with changing regulations and system enhancements • Imparted training and licensed insurance advisors scheduled pre-recruitment exams with NSE.IT • Defined NOC processes and handled advisor reassignments per IRDA guidelines • Handled agent commissions, reduced payout cycle, and updated PAN cards to avoid duplication