Shanu Kumari

• Worked closely with IT and MIS teams to design automated reporting and reconciliation by providing input formats, business logic, and validation rules.
• Monitored daily accuracy of reports(LMS/Login/collection Reports) and ensured seamless data updates to support the sales team and other stakeholders in maintaining data accuracy.
• Conducted Salesforce (SFDC) enablement sessions and training for internal teams and distribution partners, increasing CRM adoption, better policy tracking, and streamlined customer lifecycle management.
• Managed FLS master data governance to track the manpower hiring plan and sales structure.
• Developed insightful performance reports and presentations for senior leadership with data-driven decision-making across product metrics, lead funnel analysis, channel productivity tracking and Sales Planning.
• Collaborated on digital campaign initiatives to design targeted, data-driven strategies that generated high-quality leads through the company’s website, mobile app, SMS, and RCS channels.
• Carried out detailed benchmarking of competitor apps in the insurance and fintech space to analyze user experience, features, and the types of digital campaigns and initiatives being executed, providing insights to enhance our own digital strategy.
• Worked closely with the digital transformation team to enhance the life insurance marketplace app, resulting in an improved user experience, simplified customer onboarding, and increased policy conversion rates.

• Led data-driven campaign strategy and execution across Email, WhatsApp (WA), SMS, RCS, and Social Media channels to drive customer acquisition, engagement, retention, and high-quality lead generation.
• Managed end-to-end campaign lifecycle, including planning based on business and sales team requirements, audience segmentation, data cleaning, creative customization, deployment, and post-campaign analysis.
• Benchmarked and developed customized campaign creatives aligned with industry trends and sales objectives, significantly improving campaign relevance and conversion outcomes.
• Maintained and monitored campaign and business performance metrics, creating regular performance dashboards to measure ROI, optimize strategies, and support cross-functional decision-making.
• Ensured data accuracy and hygiene through systematic data cleaning and validation processes, enabling precise targeting and improved campaign effectiveness.
• Thrived in a fast-paced, agile environment, rapidly testing and iterating campaign strategies to align with shifting business needs and market trends.
• Collaborated closely with senior management and cross-functional teams to present insights, recommend improvements, and support digital and growth-focused initiatives.

• Led the WOW project from concept to execution by coordinating with cross-functional and field teams, designing strategies and campaigns, analyzing outcomes, and training teams for smooth implementation.
• Identified, engaged, and onboarded prospective institutional clients for strategic partnerships, driving alliance-based business growth.
• Developed and executed high-impact marketing campaigns across multiple locations, leveraging market insights and digital trends to strengthen brand visibility and engagement.
• Monitored and reported project performance using detailed trackers and dashboards, sharing actionable insights with senior management to guide marketing and operational decisions.
• Collaborated with media agencies and internal stakeholders to craft effective communication assets across print, digital, and video formats; also streamlined product flows (AMC & RSA) and crafted sales pitches for tele and field teams.Identified different offline & online; branding opportunities to drive sales as per business requirements.

A study on analysis of the customer satisfaction level towards insurance as investment.

• To understand the difficulties faced by customer in investing. Customer acquisition.
• Meeting with potential as well as existing customers, explain the benefits, services and options available in stock market, close a sales call & gain real perspective.
• Achieved the target given by the company mentor during internship period.
• Managed a team of 50 junior interns.

A Study on Consumer buying behavior in FMCG & Modern Retail Details :

• Job entailed working under the sales manager in league with the product merchandiser and retail store sales staff.
• This involved meeting existing and new customers, communicating schemes to the prospect customers.
• Project involved understanding the overall marketing activities of Dabur India ltd.