Dynamic Sr. MIS Coordinator at Bajaj Allianz Life Insurance, adept at performance monitoring and report generation. Proven ability to enhance sales collaboration and client management, fostering a competitive environment among teams. Skilled in project coordination, I drive results through effective communication and strategic data management.
Overview
28
28
years of professional experience
Work History
Sr.MIS Co-Ordinator
Bajaj Allianz Life Insurance Co.Ltd
01.2022 - Current
MIS Coordinator Managing South Zone. Generating Daily MIS.
Providing product MIS which enabled the leaders to align the RM for right selling.
Reports of top performer, average performer and low performers helps to create a fair & healthy competition among the pears.
RM wise data is reported on daily basis which highlights the performance of internal employees.
Collecting daily Commitment & EOD report for the south zone.
Coordinating for Daily calls with Business head and Zonal head.
A Positive approach to all seniors and internal employees in fulfilling the business need that arises on day to day basis within office.
Coordinate with sales team on regular basis.
Provide support and assistance in issuance on policy issuance.
Arranging Medicals for customers.
Assigning a Renewal Data to All Area Mangers
Arranging Partner branch mapping for RM's
Arranging Induction Training.
Monitoring overall performance of subordinates and enforcing Branch control measures in conformity with Third party norms, deposit of premium collection, utility bill, Fixed Assets Management and Advisor Query Management.
Acting as a zonal coordinate for data management for entire south zone.
Documentation Assistant / Technical Assistant - Project Document Control
07.2013 - 10.2021
Branch Operation Executive
Birla Sunlife Insurance Co. Ltd.
Chengalpattu
08.2011 - 06.2013
Customer Care Executive
Reliance Life Insurance Co. Ltd.
Vellore
07.2008 - 08.2011
Jr. Risk Intelligence Control Officer
HDFC Bank (HDB Financial Services)
Trichy
06.2007 - 07.2008
Operation Executive
Citi Financial Division
Trichy
11.2005 - 05.2007
Collection Executive
ICICI Bank Credit Card Division
Trichy
05.2003 - 11.2005
Faculty & Lab Co-coordinator
BDPS & CMTES Ltd.
Trichy
04.1997 - 04.2003
Education
MBA - Banking & Finance
Skills
Multi-Dimensional Skills
Ability to deal with Ambiguity
Client Interaction
Client Management
Administration
CS Team Training
Team Player
Project coordination
Sales collaboration
Documentation management
Performance monitoring
Report generation
Roles And Responsibilities
Managing South Zone. Generating Daily MIS.
Providing product MIS which enabled the leaders to align the RM for right selling.
Reports of top performer, average performer and low performers helps to create a fair & healthy competition among the peers.
RM wise data is reported on daily basis which highlights the performance of internal employees.
Collecting daily Commitment & EOD report for the south zone.
Coordinating for Daily calls with Business head and Zonal head.
A Positive approach to all seniors and internal employees in fulfilling the business need that arises on day to day basis within office.
Coordinate with sales team on regular basis.
Provide support and assistance in issuance on policy issuance.
Arranging Medicals for customers.
Assigning a Renewal Data to All Area Managers.
Arranging Partner branch mapping for RM's.
Arranging Induction Training.
Monitoring overall performance of subordinates and enforcing Branch control measures in conformity with Third party norms, deposit of premium collection, utility bill, Fixed Assets Management and Advisor Query Management.
Acting as a zonal coordinate for data management for entire south zone.
Educational Qualification
MBA (Banking & Finance), Having Experience in Ms Office & Excel well versed in MIS handling
Disclaimer
I hereby declare that all the statements given above are true and fair to the best of my knowledge.
Languages
Tamil
English
Hindi
Current Role
MIS COORDINATOR, 01/01/22, Present
Personal Information
Father's Name: RAMAMOORTHY
Date of Birth: 10/24/78
Marital Status: Married
Timeline
Sr.MIS Co-Ordinator
Bajaj Allianz Life Insurance Co.Ltd
01.2022 - Current
Documentation Assistant / Technical Assistant - Project Document Control