Mohammed Kafeel

Operations/Account Management :-

• Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
• Strengthened operational efficiency to remain cost-effective while maintaining quality service.
• Strengthened relationships with current accounts through consistent and frequent communication.
• Developed basic knowledge of client from business, industry and competitive perspective.

Analytical:-

• Created timely and accurate reports, internal documents and client deliverables.
• Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts
• Reviewed financial reports and streamlined operations to increase productivity and company profits
• Provided valuable forecasting using cutting-edge technology to reduce costs and increase long-term productivity
• Determined pricing, margins and risk factors for active and proposed clients
• Generated reports each month covering Addition and deletion data.
• Produced tables, pivot reports and charts for use in key decision-making processes
• Assessed business requirements to forecast annual budgetary operational costs

Process/Account Management:-

• End-To-End process management, with persistence and accountability which includes onboarding client, implementing strategies and processes as per agreement, client management, change management, streamlining claim process, etc at a nutshell.
• Assist representatives in handling disappointed customers and Determine course of action to resolve customer problems with deadline management..
• Adroit in handling complex situations and streamlining them for implementation to our SOP's.

Analytics:-

• Brake down and evaluated user problems, using test scripts, personal expertise and probing questions.
• Drafted strategic business intelligence roadmap, complete with data governance policies and tactical information safeguards.
• Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.

• Coordinate with Regional Managers across India and drive Account growth.
• Preparing MIS Reports on day to day activities.
• Maintaining systematic motor insurance claims/entries by helping the Regional dealers and clearing system errors caused by them.
• Produced tables, pivot reports and charts for use in key decision-making processes.
• Generated reports each month covering sales, discounts and claims data.

Project Thesis - “E-Learning with YouTube As Platform- Only Professionals”

Objectives :

• To study existing pattern followed by viewers to watch and learn domain knowledge by using YouTube as base.
• To study interrelationship among various dimensions chosen for purpose of study and its impact on usage pattern.
• To offer suggestions based on this research.

Project - “ Financial Planning and Tax Planning for Salaried Employees.”

Objectives:-

• To understand salaried employee's financial status.
• To suggest salaried employees on savings and investments tools to have better use of available resources.
• To help understand about various tax savings method. Understanding role of wealth manager and portfolio management.