Shashank Dave

Performance Management :

• Closely working Program team on various kinds of business Reports.
• KPI & Business Dashboards
• Sales Initiatives
• Campaign Management

Performance Management system

• R&R Updates - Proposing & Finalizing National Level Recognition platforms with Senior Leadership Team and executing the (included designing,formatting,publishing timely reports and sharing regular insights to top management to drive sales behavior and fulfillment).
• Target Setting
• Incentives calculations - Publishing regular updates and insights on performance
• KPI & Sales - Calculating monthly performance basis the sales progression designs and KPI Designs.
• Query & Resolution - one stop query resolution point for all the sales queries related to R&R , Incentives , KPI and Sales Progression

MIS Dashboards & Analysis :

• Designing business performance dashboards as per Management Strategy for the period
• Interaction with Bank Senior Leadership team on various analysis and working on data.
• Creating visibility between Max Life & Yes Bank

Management Reviews :

• Preparing fortnightly/Monthly/Quarterly reviews data for top senior leadership team

• Tracking of all Sales and Operations related activities as per business plan for PAN India
• Supervising TAT for all service requests handled to sales team at bank related to various processes
• Analyze sales MIS data daily basis by coordinating and consolidating relevant data from all regions
• Launching different contests to improve business
• Coordinating with sales and operations team to capture accurate and timely information with respect to various updates in business activities
• One point of contact for divisional office for all new business and policy serving related issues
• Acting as a single point of contact for providing support on queries and problems encountered by Sales Manager and
• Regional Sales Manager with respect to operational and incentive related issues- co ordination with HR, IT and Accounts department for any issue that impact business of the zone
• Daily Coordination with Team and Channel Partner for various data
• Coordination with Internal team and Vendors for Travel Booking and reimbursement for National Head
• Working on Incentive for Sales Team.

• Daily Recording and updating MIS with Debit and Credit Transactions
• Preparation of deposit MIS
• Handling large data bank to find out urgent customer Debit and Credit Queries
• Timely follow up with presenting banks for funding and debit in case of returns
• Daily follow up with coordinators for high ageing and delayed cases for respective banks
• Daily reporting of Nostro balances and returns
• Handling customer, Client and Bank Escalations over phones as well as on Emails
• Report of small amount exception to product manager
• Monthly preparation of funds withdrawal and calculations of interest to find out delay in receipt of Funds

• Preparing Category wise report, Daily sales report, stock reports
• Collect sales and stock data from the stores on a weekly basis analyse for trends and accordingly replenishments of stocks
• Making MIS reports on weekly, Monthly and Quarterly basis to know the performance of brand and stores to find out the growth/de-growth and accordingly take corrective actions about stores
• Making sales Analysis report store wise and category wise
• Coordination with the Warehouse and Logistics team for timely dispatches of goods
• Monthly, Quarterly, Yearly MIS
• Making ABP (Annual business plan) store wise and category wise.