Neeraj Joshi
Sales Operation Analyst at IDC Asia/Pacific- Claim this Profile
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Bio
Experience
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IDC Asia/Pacific
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Singapore
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Market Research
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1 - 100 Employee
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Sales Operation Analyst
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Sep 2022 - Present
• Use Data Visualization tools like Advance Excel Dashboard, Power BI, and Salesforce. • Interpret data and create sales reports for management – Forecast, Pipeline report, and Monthly Sales performance reports. • Make a sales team performance report to evaluate the KPI of sales individuals. • Process Uniformity and documentation. • Managing Quarterly, Monthly, Weekly & Ad-hoc reports, created in MS Excel, MS Word, and PPT through in-depth analysis and generating actionable information. responsible for evaluating, organizing data, and providing support to the Marketing and Sales departments, producing and maintaining sales reports, administering, and data management of the Salesforce.com (CRM) platform and application of Adestra for mass emailing and communication. Show less
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EXL
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Quality Analyst
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May 2022 - Sep 2022
• creating plans and ensuring whether the quality requirements adhere to the organization’s policies.• Responsible to ensure whether the plan is apt considering its performance, reliability, functionality, and compatibility.• Collect all the essential statistics required and identify the root cause analysis method to identify the defect.• Develops a good rapport between the management and the employees.
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Senior Associate
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May 2021 - May 2022
• In-depth working knowledge of the various applications associated with the workflows.• Ensure all workflow items are completed within the set turn-around time within quality expectations.Intake and Processing of Family & Medical Leave Act (FMLA) standalone claims (related to childcare, family member illness/injury, or employee illness/injury not associated with a Group Disability claim).• Provides training, guidance, and assistance to field personnel.• Analyze the changing pattern of disability claim incidence/leaves and recovery patterns within assigned products and take corrective action to manage both within acceptable tolerances.• Accountable for staff development by identifying developmental needs, QA trends, and opportunities and working with staff throughout development and appropriate training.• Performed additional duties and/or is assigned special projects as requested and operationalizes these projects in the assigned unit as appropriate. Show less
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Associate
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May 2019 - May 2021
• Expertise in the application of medical and reimbursement policies within the claim adjudication process through claim review, medical record review, and research.• Establish reserves, using independent judgment and expertise, authorizes payments within the scope of authority, settle claims, and ensure timely issuance of disbursements.• Investigates all relevant claim issues, provides payment or denials promptly and in full compliance with departmental procedures and Unfair Claims Practice regulations Show less
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ICICIdirect
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India
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Financial Services
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700 & Above Employee
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Senior Relationship Manager
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Feb 2018 - Apr 2019
• Involved in relationship building & Management with the customer for Sales & Services of Financial Products of ICICI group. • Manage customers in the branch or through client visits & provide Financial / Investment Advisory, Develop new relations through referencing & other sources. • Generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization. • To deliver the desired target numbers by maintaining customer relationships. • To manage customer meetings and sales processes as part of his reporting structure. • Consciously deliver support to canter managers in increasing the profitability of the center. • Conducting market research for generating business thereby adding to revenue generation. • Ensuring customer satisfaction. • Exploring new areas and ways to achieve productivity. • Preparing and maintaining MIS report. • Participate in experimental SME role to present training and mentor personnel within the company. • Work with senior management on several process improvement initiatives for portfolio management, credit analysis, SIP, Mutual Funds, and marketing strategies. Show less
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Finlinkers Solutions
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India
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Financial Services
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1 - 100 Employee
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Project Intern
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Jul 2017 - Sep 2017
• prepared financial reports after studying the details of the company's various financial transactions. • assisted the accountants in reviewing the financial statements and cross-checking them to ensure accuracy. • reviewed the journal entries to check their accuracy. • worked on the software installed for maintaining a record of the financial transactions. • prepared financial reports after studying the details of the company's various financial transactions. • assisted the accountants in reviewing the financial statements and cross-checking them to ensure accuracy. • reviewed the journal entries to check their accuracy. • worked on the software installed for maintaining a record of the financial transactions.
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Education
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Global institute of Business Studies
Master of Business Administration, Marketing -
IAMR
Bachelor of Business Administration - BBA, Marketing