At Motilal Oswal Processed Financial Services, I processed Demat and trading account applications with accurate KYC validation and generated MIS reports tracking onboarding, activation rates, and operational performance. I analyzed onboarding trends to identify process gaps and support efficiency improvements.
At HDFC Life Insurance, I maintained customer data in CRM systems and analyzed daily performance reports in Excel to track KPIs and sales trends. I also streamlined policy documentation workflows and coordinated with backend teams on policy issuance.
