At IndusInd Nippon Life Insurance, I prepare daily, weekly, and monthly MIS reports to monitor sales pipelines, branch metrics, and client accounts. I use Advanced Excel to turn operational data into management summary dashboards.
I also reconcile client data and resolve queries, while tracking target-versus-achievement metrics so upper management can identify operational gaps.
At Bajaj Allianz, I analyzed quantitative and qualitative data to support senior leadership’s decisions. I also prepared client presentations and data visualizations, and assisted with workflow documentation and database management.
During practical training with ICA Edu Skills / Associated Partner Firm, I used Tally Prime and GSTN simulations for transactions and ledger reconciliations. My portfolio and revenue analysis generated ₹84,000, and structured customer feedback reporting contributed to a 25% boost in client retention.
