Swapna Rawle

As a Manager, I leveraged data analysis and business intelligence to achieve business objectives, providing actionable insights, managing reports, and driving process improvements to enhance sales performance, streamline operations, and boost overall efficiency.

Incentive Calculation and Performance Manag ment

• Developed and maintained Financial Services Incentive policies and procedures, ensuring data quality, security, and regulatory compliance.
• Independently calculated monthly incentives for 1,500 employees in the Financial Services department.
• Defined the End-to-End process for incentive calculations for Insurance products, Savings accounts, Credit cards, and Personal loans.
• Designed and implemented a performance management system with a hierarchical scorecard and automated incentive structure to motivate the sales force.
• Analyzed sales data and generated KPIs, providing actionable insights for HR initiatives and sales optimization strategies.

Business MIS, Analysis & Presentations

• Preparing monthly business and performance review reports for the entire Financial Services department for higher management.
• Developing presentations and analytical reports for Board meetings.
• Generated regular MIS reports, designed dashboards, and tracked KPIs to provide comprehensive business performance insights to internal stakeholders.
• Designed and implemented a robust MIS reporting system, delivering timely and accurate insights into sales performance, market trends, and key metrics.
• Conducted ad-hoc analytical projects to evaluate business processes, identify areas for optimization, and recommend improvements.
• Created and maintained dynamic dashboards to visualize key business data and tailor reports for stakeholder needs.
• Monitored sales team performance through dashboards, tracking key business metrics effectively.
• Tracked productivity and performance metrics, contributing to business growth and ensuring portfolio hygiene remained within defined thresholds.

Audit

• Actively involved and successful in completing the IRDAI audit for Financial Services.
• Played an integral role in successfully completing internal and external audits.

Automation and Sy stem Development

• Collaborating with IT and Business teams to customize and automate incentive calculation reports and processes.
• Coordinating business requirements and implementation with development and business teams.
• Driving timely automation of incentive structures and processes designed by management.
• Streamlined reporting by automating reports and integrating diverse data sources.
• Ensuring data accuracy, completeness, and consistency through regular updates and data cleansing.

Collaboration with channel partners

• Managing follow-ups and reconciliation for commission payouts from channel partners.
• Coordinating sales contests with channel partners and the direct sales team. Collaborating with product teams (HDFC Life, HDFC ERGO, HDFC Deposit) to track business performance and provide product support.
• Analyzing employee performance and identifying non-performers for the HR team.
• Training sales teams on SOPs, target setting, and budget management to enhance performance and boost revenue.
• Partnering with the IT Department to implement a new business process system, improving data management, reporting, and efficiency.

Annual R&R and Contest

• Designing and implementing Rewards & Recognition programs for Financial Services.
• Actively involved in contest design and execution with channel partners and the Financial Services team.

Achievements

• Developed an end-to-end incentive module system
• Was successful in implementing an process which increased the life insurance persistency ratio by 80%

• Company Overview: Subsidiary of HDFC Bank
• Daily DSA sales tracker MIS for PAN India DSA Channel
• Verifying DSA agreements, documents & generating DSA code
• Handling SM queries regarding DSA agreements, codes & Bills
• Analysis of productivity & efficiency & process improvement for DSA
• Preparing Location Head’s score card data for their yearly performance
• Subsidiary of HDFC Bank

• Company Overview: TPD
• Daily MIS / Cross sale Revenue tracking for the entire India
• Checking the recruitment according to the budgets for Credit Card channel Maintain the P&L A/C every month for Credit card providing the same reports to the sales head for across the country
• Handling the attendance of all tenured staff for Credit Card
• TPD

• Company Overview: Subsidiary of ICICI Bank
• Linking of various Accounts, Creation of User ID & Generating Password
• Handling queries through FCRM
• Assisting the call center & branches regarding their queries pertaining to Infinity
• Subsidiary of ICICI Bank