Jigna Khatri, MBA
Salesforce Business Analyst at Graham Media Group- Claim this Profile
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English -
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Hindi -
Topline Score
Bio
Credentials
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Google Data Analytics
CourseraJul, 2023- Nov, 2024 -
Share Data Through the Art of Visualization
CourseraJul, 2023- Nov, 2024 -
Analyze Data to Answer Questions
CourseraJun, 2023- Nov, 2024 -
Process Data from Dirty to Clean
CourseraJun, 2023- Nov, 2024 -
Salesforce Certified Business Analyst
SalesforceJun, 2023- Nov, 2024 -
Prepare Data for Exploration
CourseraMay, 2023- Nov, 2024 -
Ask Questions to Make Data-Driven Decisions
CourseraApr, 2023- Nov, 2024 -
Admin Super Set
Trailhead by SalesforceMar, 2023- Nov, 2024 -
Business Administration Specialist
Trailhead by SalesforceMar, 2023- Nov, 2024 -
Extended User Access and Restriction Superbadge Unit
Trailhead by SalesforceMar, 2023- Nov, 2024 -
Foundations , Data, Data, Everywhere
CourseraMar, 2023- Nov, 2024 -
Security Governance Specialist Superbadge
Trailhead by SalesforceMar, 2023- Nov, 2024 -
Security Specialist Superbadge
Trailhead by SalesforceMar, 2023- Nov, 2024 -
User Access Fundamentals Superbadge Unit
Trailhead by SalesforceMar, 2023- Nov, 2024 -
User Access Specialist Superbadge
Trailhead by SalesforceMar, 2023- Nov, 2024 -
User Access Troubleshooting Superbadge Unit
Trailhead by SalesforceMar, 2023- Nov, 2024 -
Access Governance Superbadge Unit
Trailhead by SalesforceFeb, 2023- Nov, 2024 -
App Customization Specialist
Trailhead by SalesforceFeb, 2023- Nov, 2024 -
Get Started with Jira
CourseraJan, 2023- Nov, 2024 -
Introduction to Business Analysis Using Spreadsheets: Basic
CourseraJan, 2023- Nov, 2024 -
Jira Fundamentals Badge
AtlassianJan, 2023- Nov, 2024 -
Salesforce Certified Administrator (SCA)
SalesforceJan, 2023- Nov, 2024 -
Salesforce Certified Platform App Builder Certification
SalesforceJan, 2023- Nov, 2024 -
Learning Excel Desktop (Microsoft 365)
LinkedInDec, 2022- Nov, 2024 -
Salesforce Essential Training
LinkedInDec, 2022- Nov, 2024 -
Authentication Governance Superbadge
Trailhead by SalesforceNov, 2022- Nov, 2024 -
Multi-Factor Authentication and Single Sign-On settings Superbadge
Trailhead by SalesforceNov, 2022- Nov, 2024 -
Salesforce Certified Associate
SalesforceNov, 2022- Nov, 2024 -
User Authentication Settings Superbadge
Trailhead by SalesforceNov, 2022- Nov, 2024 -
User Authentication Specialist Superbadge
Trailhead by SalesforceNov, 2022- Nov, 2024 -
User AuthenticationTroubleshooting Superbadge
Trailhead by SalesforceNov, 2022- Nov, 2024 -
Lightning Experience Reports & Dashboards Specialist
Trailhead by SalesforceSep, 2022- Nov, 2024 -
Life, Accident and Health Insurance License
Michigan Department of Insurance and Financial ServicesJun, 2018- Nov, 2024
Experience
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Graham Media Group
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United States
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Broadcast Media Production and Distribution
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100 - 200 Employee
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Salesforce Business Analyst
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Jun 2023 - Present
• Actively engage with daily management and up keeping of Salesforce environment includes user management, data management, troubleshooting issues, managing security settings and performing regular system audits and upgrades • Work closely with team members and stakeholders to understand their needs and challenges, translate these needs into technical requirements and implements appropriate salesforce solutions • Identify opportunities for process improvement within the salesforce… Show more • Actively engage with daily management and up keeping of Salesforce environment includes user management, data management, troubleshooting issues, managing security settings and performing regular system audits and upgrades • Work closely with team members and stakeholders to understand their needs and challenges, translate these needs into technical requirements and implements appropriate salesforce solutions • Identify opportunities for process improvement within the salesforce environment and implement these changes to increase efficiency and productivity • Provide regular training and support to Salesforce users, addressing any issues or challenges they face and ensuring they can use the system effectively • Lead and manage Salesforce projects, coordinating with other team members and stakeholders as needed and ensuring projects are completed on time and within budget • Develop and manage custom reports and dashboards within Salesforce to provide valuable insights to stakeholders, aiding in strategic decision making • Act as the primary contact for Salesforce vendors, managing the relationships and recommending new or changing contracts to solve the business needs of company Show less • Actively engage with daily management and up keeping of Salesforce environment includes user management, data management, troubleshooting issues, managing security settings and performing regular system audits and upgrades • Work closely with team members and stakeholders to understand their needs and challenges, translate these needs into technical requirements and implements appropriate salesforce solutions • Identify opportunities for process improvement within the salesforce… Show more • Actively engage with daily management and up keeping of Salesforce environment includes user management, data management, troubleshooting issues, managing security settings and performing regular system audits and upgrades • Work closely with team members and stakeholders to understand their needs and challenges, translate these needs into technical requirements and implements appropriate salesforce solutions • Identify opportunities for process improvement within the salesforce environment and implement these changes to increase efficiency and productivity • Provide regular training and support to Salesforce users, addressing any issues or challenges they face and ensuring they can use the system effectively • Lead and manage Salesforce projects, coordinating with other team members and stakeholders as needed and ensuring projects are completed on time and within budget • Develop and manage custom reports and dashboards within Salesforce to provide valuable insights to stakeholders, aiding in strategic decision making • Act as the primary contact for Salesforce vendors, managing the relationships and recommending new or changing contracts to solve the business needs of company Show less
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Clicked
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United States
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E-Learning Providers
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100 - 200 Employee
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Salesforce Admin and Analyst
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Jun 2023 - Present
● Collaborate with team to oversee the Salesforce Professional Services Methodology - Discover, Define, Design, Deliver and Deploy through Agile Methodology and Salesforce Implementation ● Leads stakeholder interviews to gathered requirements and pain points , review business needs and technical requirement in order to creation user stories for given the business case using Jira ● Creates Business Process Map , User Acceptance Testing with team and presented MVP to the client ●… Show more ● Collaborate with team to oversee the Salesforce Professional Services Methodology - Discover, Define, Design, Deliver and Deploy through Agile Methodology and Salesforce Implementation ● Leads stakeholder interviews to gathered requirements and pain points , review business needs and technical requirement in order to creation user stories for given the business case using Jira ● Creates Business Process Map , User Acceptance Testing with team and presented MVP to the client ● Successfully delivered demo of final solution to client
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Salesforce Consultant
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Jun 2023 - Present
● collaborated with team to oversee the Salesforce Professional Services Methodology - Discover, Define, Design, Deliver and Deploy through Agile Methodology and Salesforce Implementation ● Leads stakeholder interviews to gathered requirements and pain points , review business needs and technical requirement in order to creation of personas and user stories for given the business case using Jira and Confluence ● Created record trigger flows to… Show more ● collaborated with team to oversee the Salesforce Professional Services Methodology - Discover, Define, Design, Deliver and Deploy through Agile Methodology and Salesforce Implementation ● Leads stakeholder interviews to gathered requirements and pain points , review business needs and technical requirement in order to creation of personas and user stories for given the business case using Jira and Confluence ● Created record trigger flows to assign case to the owner. ● Successfully delivered demo of final solution to client
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Salesforce Business Analyst
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May 2023 - Present
● Collaborate with team to oversee the Salesforce Professional Services Methodology - Discover, Define, Design, Deliver and Deploy through Agile Methodology and Salesforce Implementation ● Leads stakeholder interviews to gathered requirements and pain points , review business needs and technical requirement in order to creation of user stories for given the business case using Jira and creates Business Process Map ● Successfully delivered demo… Show more ● Collaborate with team to oversee the Salesforce Professional Services Methodology - Discover, Define, Design, Deliver and Deploy through Agile Methodology and Salesforce Implementation ● Leads stakeholder interviews to gathered requirements and pain points , review business needs and technical requirement in order to creation of user stories for given the business case using Jira and creates Business Process Map ● Successfully delivered demo of final solution to client
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Salesforce Flow Automation
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Apr 2023 - Present
● In order to gain a comprehensive understanding of the current state and develop a future state based on the given scenario, begin by constructing a business process map. ● Subsequently, implement and configure the desired flow using Screen F low and Record Trigger Flow. To insure the flow operates smoothly, employ the debug tool for testing purposes
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Salesforce Administrator and Business Analyst
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Mar 2023 - Present
● Collaborate with team of 7 to oversee the Salesforce Professional Services Methodology - Discover, Define, Design, Deliver and Deploy through Agile Methodology and Salesforce Implementation ● Leads stakeholder interviews to gathered requirements and pain points , review business needs and technical requirement in order to creation of personas and user stories for given the business case using Jira and Confluence ● Creates Business Process Map, Functional Design Document , User… Show more ● Collaborate with team of 7 to oversee the Salesforce Professional Services Methodology - Discover, Define, Design, Deliver and Deploy through Agile Methodology and Salesforce Implementation ● Leads stakeholder interviews to gathered requirements and pain points , review business needs and technical requirement in order to creation of personas and user stories for given the business case using Jira and Confluence ● Creates Business Process Map, Functional Design Document , User Acceptance Testing with team ● Successfully delivered demo of final solution to client
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Deloitte Salesforce Consultant
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Jan 2023 - Present
● Leads Salesforce stakeholder meetings to review business needs, processes and technical requirement ● Creates User Stories, Personas, Business Process Map, Functional Design Document and User Acceptance Testing ● Successfully presented final solution to client – Deloitte
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Salesforce Admin and Business Analyst
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Jul 2022 - Present
● Worked in a team of 5 to utilize the Salesforce Professional Services Methodology(Discover, Define, Design, Deliver and Deploy) to elicit requirements, needs analysis and business case definition to scope a solution that meets a client’s business challenges ● Elicit, document and analyze requirements around business challenges and then produce data driven solutions ● Improve business processes and efficiency in Salesforce ● Work effectively with… Show more ● Worked in a team of 5 to utilize the Salesforce Professional Services Methodology(Discover, Define, Design, Deliver and Deploy) to elicit requirements, needs analysis and business case definition to scope a solution that meets a client’s business challenges ● Elicit, document and analyze requirements around business challenges and then produce data driven solutions ● Improve business processes and efficiency in Salesforce ● Work effectively with others under short time constraints ● Present findings with peers and industry professionals
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Sanjay Gupta Tech School
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India
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E-Learning Providers
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1 - 100 Employee
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Salesforce Virtual Bootcamp 2023
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Jan 2023 - Present
● Build recruitment management app in Salesforce Developer Org to streamline the recruitment process for organization using declarative and custom development to improve overall recruitment experience ● Implement and configure data model using Lightning App, custom objects and fields, record types, data relationship lookup and master details and rollup summary to view candidates reviews on job application ● Establish security setting using profiles, permission sets, org-wide default… Show more ● Build recruitment management app in Salesforce Developer Org to streamline the recruitment process for organization using declarative and custom development to improve overall recruitment experience ● Implement and configure data model using Lightning App, custom objects and fields, record types, data relationship lookup and master details and rollup summary to view candidates reviews on job application ● Establish security setting using profiles, permission sets, org-wide default, role, sharing rule and team ● Configure Lighting App pages, page layouts, compact layout ,feed tracking & field history tracking to track candidate details, reports and dashboard to view job position details ● Explore data import wizard and data loader tools to provides a series of service to support complete data sets through importing, exporting and organizing available system data ● Automation using Email template, Email Alert, flows, approval process, validation rule and formula field ● Learning and Building developer skills into Apex, Trigger, Test Class and Lightning Web Component Show less ● Build recruitment management app in Salesforce Developer Org to streamline the recruitment process for organization using declarative and custom development to improve overall recruitment experience ● Implement and configure data model using Lightning App, custom objects and fields, record types, data relationship lookup and master details and rollup summary to view candidates reviews on job application ● Establish security setting using profiles, permission sets, org-wide default… Show more ● Build recruitment management app in Salesforce Developer Org to streamline the recruitment process for organization using declarative and custom development to improve overall recruitment experience ● Implement and configure data model using Lightning App, custom objects and fields, record types, data relationship lookup and master details and rollup summary to view candidates reviews on job application ● Establish security setting using profiles, permission sets, org-wide default, role, sharing rule and team ● Configure Lighting App pages, page layouts, compact layout ,feed tracking & field history tracking to track candidate details, reports and dashboard to view job position details ● Explore data import wizard and data loader tools to provides a series of service to support complete data sets through importing, exporting and organizing available system data ● Automation using Email template, Email Alert, flows, approval process, validation rule and formula field ● Learning and Building developer skills into Apex, Trigger, Test Class and Lightning Web Component Show less
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Trailhead by Salesforce
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United States
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Higher Education
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400 - 500 Employee
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Salesforce Administrator
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Mar 2022 - Present
Trailhead by Salesforce is great platform for anyone who wants get hands on experience of Salesforce Skills and wants to become Successful Salesforce Certified. I enrolled in Salesforce Fundamental for 3 weeks training and I have learned : Week 1. Introduction to Salesforce Week 2. Build your Salesforce Business Skills Week 3. Getting started in the Ecosystem https://trailblazer.me/id/jkhatri13 I have enrolled in Salesforce Bootcamp and I have Learned &… Show more Trailhead by Salesforce is great platform for anyone who wants get hands on experience of Salesforce Skills and wants to become Successful Salesforce Certified. I enrolled in Salesforce Fundamental for 3 weeks training and I have learned : Week 1. Introduction to Salesforce Week 2. Build your Salesforce Business Skills Week 3. Getting started in the Ecosystem https://trailblazer.me/id/jkhatri13 I have enrolled in Salesforce Bootcamp and I have Learned & Practiced: Week 1: OWD Settings Week 2: Data Security Week 3: Lightning Customization Week 4: Sales and Service Applications Week 5: Data Management & Reporting Week 6: Salesforce Automation & Analytics Show less Trailhead by Salesforce is great platform for anyone who wants get hands on experience of Salesforce Skills and wants to become Successful Salesforce Certified. I enrolled in Salesforce Fundamental for 3 weeks training and I have learned : Week 1. Introduction to Salesforce Week 2. Build your Salesforce Business Skills Week 3. Getting started in the Ecosystem https://trailblazer.me/id/jkhatri13 I have enrolled in Salesforce Bootcamp and I have Learned &… Show more Trailhead by Salesforce is great platform for anyone who wants get hands on experience of Salesforce Skills and wants to become Successful Salesforce Certified. I enrolled in Salesforce Fundamental for 3 weeks training and I have learned : Week 1. Introduction to Salesforce Week 2. Build your Salesforce Business Skills Week 3. Getting started in the Ecosystem https://trailblazer.me/id/jkhatri13 I have enrolled in Salesforce Bootcamp and I have Learned & Practiced: Week 1: OWD Settings Week 2: Data Security Week 3: Lightning Customization Week 4: Sales and Service Applications Week 5: Data Management & Reporting Week 6: Salesforce Automation & Analytics Show less
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Talent Stacker | Salesforce Career Development Program
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United States
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E-Learning Providers
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700 & Above Employee
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Salesforce Certified Administrator
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Aug 2022 - May 2023
● Build a member enrolment and training app in Salesforce NPSP sandbox and developer org for the Client’s Salesforce training program to track member’s progress throughout the program ● Leads and collaborate with team members to gather requirements & full solution documentation for required delivery using spreadsheet, google docs and also use Jira to align team at scale, improve team operations and deliver better outcome of team work ● Weekly meetings to review Salesforce configuration… Show more ● Build a member enrolment and training app in Salesforce NPSP sandbox and developer org for the Client’s Salesforce training program to track member’s progress throughout the program ● Leads and collaborate with team members to gather requirements & full solution documentation for required delivery using spreadsheet, google docs and also use Jira to align team at scale, improve team operations and deliver better outcome of team work ● Weekly meetings to review Salesforce configuration updates and determine next steps for continued process improvement and new enhancement prioritization ● Creates custom objects and fields, page layouts, Lightning App Builder apps and pages, reports and dashboards and utilize third party app integration to facilitate streamlined user management ● Establish security setting using profiles, permission sets, org-wide defaults, role, sharing rule, teams, password policies, session settings ● Implement automation using validation rules, formula, Email templates, Email alerts and flows ● Produce training documentation, test and successfully demonstrate end to end life cycle of members from enrolment to job land stage for securing clients approval Show less ● Build a member enrolment and training app in Salesforce NPSP sandbox and developer org for the Client’s Salesforce training program to track member’s progress throughout the program ● Leads and collaborate with team members to gather requirements & full solution documentation for required delivery using spreadsheet, google docs and also use Jira to align team at scale, improve team operations and deliver better outcome of team work ● Weekly meetings to review Salesforce configuration… Show more ● Build a member enrolment and training app in Salesforce NPSP sandbox and developer org for the Client’s Salesforce training program to track member’s progress throughout the program ● Leads and collaborate with team members to gather requirements & full solution documentation for required delivery using spreadsheet, google docs and also use Jira to align team at scale, improve team operations and deliver better outcome of team work ● Weekly meetings to review Salesforce configuration updates and determine next steps for continued process improvement and new enhancement prioritization ● Creates custom objects and fields, page layouts, Lightning App Builder apps and pages, reports and dashboards and utilize third party app integration to facilitate streamlined user management ● Establish security setting using profiles, permission sets, org-wide defaults, role, sharing rule, teams, password policies, session settings ● Implement automation using validation rules, formula, Email templates, Email alerts and flows ● Produce training documentation, test and successfully demonstrate end to end life cycle of members from enrolment to job land stage for securing clients approval Show less
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Kaiser Permanente
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United States
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Hospitals and Health Care
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700 & Above Employee
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Home Associate-Enrollment Specialist
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Oct 2021 - Jan 2022
• Provided health plan and Medicare enrollment service using Salesforce as an end user • Evaluated customers basic needs, health needs, financial background and helped them to get enroll in health plan and delivered a highly satisfied customer service. • Assisted in Financial subsidiary qualification and process to enroll in health plan through Federal and State financial assistance. • Coordinated with Medicare, Medicaid, Save and other Sales agents to provide… Show more • Provided health plan and Medicare enrollment service using Salesforce as an end user • Evaluated customers basic needs, health needs, financial background and helped them to get enroll in health plan and delivered a highly satisfied customer service. • Assisted in Financial subsidiary qualification and process to enroll in health plan through Federal and State financial assistance. • Coordinated with Medicare, Medicaid, Save and other Sales agents to provide best customer service • Assisted to get enroll customers on telephone through Kaiser Permanente call guard. • Providided and accepted ongoing recognition and constructive feedback. • Supported and participated in Kaiser Permanente goals and programs. Show less • Provided health plan and Medicare enrollment service using Salesforce as an end user • Evaluated customers basic needs, health needs, financial background and helped them to get enroll in health plan and delivered a highly satisfied customer service. • Assisted in Financial subsidiary qualification and process to enroll in health plan through Federal and State financial assistance. • Coordinated with Medicare, Medicaid, Save and other Sales agents to provide… Show more • Provided health plan and Medicare enrollment service using Salesforce as an end user • Evaluated customers basic needs, health needs, financial background and helped them to get enroll in health plan and delivered a highly satisfied customer service. • Assisted in Financial subsidiary qualification and process to enroll in health plan through Federal and State financial assistance. • Coordinated with Medicare, Medicaid, Save and other Sales agents to provide best customer service • Assisted to get enroll customers on telephone through Kaiser Permanente call guard. • Providided and accepted ongoing recognition and constructive feedback. • Supported and participated in Kaiser Permanente goals and programs. Show less
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Heubach
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Germany
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Chemical Manufacturing
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400 - 500 Employee
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Marketing Executive
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Oct 2005 - Apr 2014
• Administered Post Order execution which included performance area such as order booking in SAP, material delivery to customers, coordination with Account, Laboratory, Production, Warehouse and Excise department. • Participated in promotion of New Product launching and assisted to send samples of products to customers and get approval from them. • Assisted to Marketing Regions for Sales Services with regards to follow up with… Show more • Administered Post Order execution which included performance area such as order booking in SAP, material delivery to customers, coordination with Account, Laboratory, Production, Warehouse and Excise department. • Participated in promotion of New Product launching and assisted to send samples of products to customers and get approval from them. • Assisted to Marketing Regions for Sales Services with regards to follow up with Customers. • Created MIS reports on Order Booking, Delivery Status and Pending Orders, Stock Status, Delivery Report to Customers and Sales Report. • Assisted to IT for any error or problem occurs in departments related to SAP application like blocking unblocking materials, new customer creation, order booking, new product development application and new code creation in SAP. • Created Price List based on Market Analysis and worked on MIS Reporting tools for forecast reports and monthly and annually revenue & budget planning • Created Market Intelligence Report for Export and Domestic Markets. • Assisted with complex tasks including data import from ITC and creating Reports & Dashboard for market analysis of product and prepared inventory projection and forecasting on bio weekly basis • Created contract agreements for customers to establish scopes of work, business and billing requirements, pricing agreements, payment and contractual terms, claims and liability, and general terms and conditions. Show less • Administered Post Order execution which included performance area such as order booking in SAP, material delivery to customers, coordination with Account, Laboratory, Production, Warehouse and Excise department. • Participated in promotion of New Product launching and assisted to send samples of products to customers and get approval from them. • Assisted to Marketing Regions for Sales Services with regards to follow up with… Show more • Administered Post Order execution which included performance area such as order booking in SAP, material delivery to customers, coordination with Account, Laboratory, Production, Warehouse and Excise department. • Participated in promotion of New Product launching and assisted to send samples of products to customers and get approval from them. • Assisted to Marketing Regions for Sales Services with regards to follow up with Customers. • Created MIS reports on Order Booking, Delivery Status and Pending Orders, Stock Status, Delivery Report to Customers and Sales Report. • Assisted to IT for any error or problem occurs in departments related to SAP application like blocking unblocking materials, new customer creation, order booking, new product development application and new code creation in SAP. • Created Price List based on Market Analysis and worked on MIS Reporting tools for forecast reports and monthly and annually revenue & budget planning • Created Market Intelligence Report for Export and Domestic Markets. • Assisted with complex tasks including data import from ITC and creating Reports & Dashboard for market analysis of product and prepared inventory projection and forecasting on bio weekly basis • Created contract agreements for customers to establish scopes of work, business and billing requirements, pricing agreements, payment and contractual terms, claims and liability, and general terms and conditions. Show less
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Tata AIA Life Insurance
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India
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Insurance
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700 & Above Employee
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Life, Health and Accident Insurance Advisor
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Jun 2002 - Jul 2005
• Generated leads from natural market to gain business opportunities • Gathered information by evaluating health needs and financial background of clients to provide best solution to them to protect their family • Assisted clients to select best insurance plan as per their health needs and financial background • Provided extended administrative support to clients in filling out insurance forms and claim processed • Maintained records of insurance policies to… Show more • Generated leads from natural market to gain business opportunities • Gathered information by evaluating health needs and financial background of clients to provide best solution to them to protect their family • Assisted clients to select best insurance plan as per their health needs and financial background • Provided extended administrative support to clients in filling out insurance forms and claim processed • Maintained records of insurance policies to ensure timely renewals • Created and maintained files and records of insurance policies in a confidential manner • Assisted in following up with clients to ensure timely policy payments Show less • Generated leads from natural market to gain business opportunities • Gathered information by evaluating health needs and financial background of clients to provide best solution to them to protect their family • Assisted clients to select best insurance plan as per their health needs and financial background • Provided extended administrative support to clients in filling out insurance forms and claim processed • Maintained records of insurance policies to… Show more • Generated leads from natural market to gain business opportunities • Gathered information by evaluating health needs and financial background of clients to provide best solution to them to protect their family • Assisted clients to select best insurance plan as per their health needs and financial background • Provided extended administrative support to clients in filling out insurance forms and claim processed • Maintained records of insurance policies to ensure timely renewals • Created and maintained files and records of insurance policies in a confidential manner • Assisted in following up with clients to ensure timely policy payments Show less
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Education
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Salesforce Talent Alliance Career Cohorts
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Trailhead by Salesforce
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Indira Gandhi National Open University
Master of Business Administration, Business, Management, Marketing, and Related Support Services -
Indira Gandhi National Open University
Post Graduate Diploma In Marketing Management, Business, Management, Marketing, and Related Support Services -
The Maharaja Sayajirao University of Baroda
Bachelor’s Degree, Accounting