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Financial Services Financial Services
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About me
I am an experienced professional in the fields of Insurance and Finance, Information and Communication Technology, and Management. I have 3 years of experience in these areas, including a low-level position. I am a low-to-mid level candidate with the ability to work and collaborate with teams.
Financial Reporting Change Management Leadership Strategic Planning
Change ControlChange ManagementDue DiligenceFinancial ReportingLeadershipProblem SolvingStakeholder ManagementStrategic PlanningTeam Management
Jun, 2019
Sep, 2022
strategy and project manager north and east zone
Financial ServicesFinancial Services
Strategy and Project Management
As a Strategy and Project Manager for the North and East Zone with 4 years of experience, I have been responsible for nurturing relationships and overseeing account management while strategically collaborating with corporate brokers and banking partners to enhance business performance. I have also delivered comprehensive training and fostered motivation among sales professionals through efficient backend mechanisms. I have collaborated with VP/SVP/EVP to strategically define employee functions, competitive positioning, and individual task assignments across the North and East Zone. I have also reviewed business models across Corporate Brokers, Agents, and Small Finance Banks, identified high-growth opportunity partners, and driven Campaigns, training, and service maintenance. I have instituted monthly and quarterly Persistency reviews with ZH/SH, and achieved 12% and 9% incremental growth within 13Month and 25Month renewal collection. Additionally, I have proactively automated various existing processes, ensuring error-free and efficient team performance through collaboration with cross-functional teams. I have also provided financial and strategic decision support to senior leadership, contributing to internal performance enhancement and change management, and created invoices and maintained credit control monthly, quarterly, and annually.
Key responsibilities Key responsibilities
  • Nurturing relationships
  • Overseeing account management
  • Strategically collaborating
  • Fostering motivation
Key achievements Key achievements
  • Incremental growth
  • Error-free performance
  • Performance enhancement
  • Change management