a
alireyaz786

Reyaz A

@alireyaz786

Relationship Manager Operations Issuance and MIS Excutive

India
Hindi, English
About me
I am a dedicated professional with 5 years of experience in the Financial Services sector, specializing in life insurance sales, customer relationship management, and underwriting coordination. I have a proven track record in lead generation, KYC verification, and managing policy issuance processes to contribute to organizational growth.... Read more

Skills

a
alireyaz786
Reyaz A
Offline • 
Average response time: 1 hour

See my services

Data Analytics Consultation
I will create dynamic excel dashboards and mis reports
From$10 / projectMore details

Portfolio

Work experience

Team leader

Insight CBS • Full-time

Jan 2021 - Present • 5 yrs 5 mos

Relationship Manager Operations | MIS Executive Managing life insurance proposal issuance and policy processing activities. Reviewing customer applications and ensuring compliance with company guidelines. Preparing and maintaining MIS reports for issuance, sales performance, pending cases, and operational metrics. Coordinating with sales teams, underwriters, and backend operations for timely policy issuance. Monitoring case status, resolving discrepancies, and ensuring service-level adherence. Analyzing operational data and preparing dashboards using Excel, Pivot Tables, and reporting tools. Tracking daily, weekly, and monthly performance metrics and sharing insights with management. Maintaining data accuracy and supporting process improvement initiatives.