Pooja nNiknimbalkar

o Business Reporting & Automation– Designed and automated daily, weekly, and monthly reports using Power BI and improving accuracy and on-time delivery to 100% o KPI & SLA – Improved SLA response time by 20% by monitoring ERP-driven operational metrics and performance dashboards. o Power BI KPI dashboards – Delivered Power BI KPI dashboards for Italy, Iraq, Algeria, and EMEA, supporting leadership performance reviews o Power Automate - A Power Automate reminder flow to streamline SLA reminder follow-ups.

o Pricing Tool Implementation: Collaborated with internal stakeholders to customize and deploy a new pricing tool, ensuring smooth integration with sales and finance systems, supporting ERP-aligned workflows and operational efficiency. o Sales Process Optimization: Streamlined sales workflows using automation and pricing tool enhancements, resulting in a 15% reduction in sales cycle time and improved process efficiency. o Data Accuracy & Management: Maintained and audited pricing databases.

1. Understand and analyze client feedback received in the form of broker votes or account reviews. from Client Management team or salespersons 2. Enter the BV data accurately and as provided in the BV system as per predefined rules and interpretation for each client. 3. Follow the internal workflow processes, rules and guidelines in processing Broker Votes. 4. Prepare periodic or ad-hoc reports including Research Analyst Panel Leagues, based off the BV data in the system.

Banking and Insurance Specifications

Banking and Insurance Specifications