Senior Executive
Aditya Birla Housing Finance
Total years of experience :17 years, 7 Months
Core Responsibilities:
Sales Reports
• Validating, Preparing, Analyzing and publishing Daily, MTD and YTD Zone/ Region/ Area Wise sales Report.
• Preparing and Analyzing Daily Individual Wise Sales Report.
• Preparing and publishing Disbursement Trend Charts to respective zone/region/branches.
• Preparing and publishing Login/Sanction/Reject Trend Charts to respective zone/region/branches.
• Preparing and publishing Rejection Analysis Report.
• Preparing and Analyzing Portfolio Product Mix reports.
• Preparing and Analyzing Customer exposure reports.
• Preparing and Publishing Sales Pack Reports on monthly basis.
• Preparing and Analyzing Forecasting/ Budgeting Reports.
• Preparing presentation on sales pack reports for respective Zone, Region and branches.
• Coordinating with Zonal, Region, Branches and internal departments.
Credit Productivity Reports
• Preparing and Analyzing Geographical Decisioned Summary.
• Preparing and Analyzing Product & Ticket Size Wise (Decisioned) Summary.
• Preparing and Analyzing TAT Burst Summary
• Manpower wise Summary report.
• Preparing and Analyzing Customer TAT Reports
• Publishing Customer TAT Charts for Housing Loan and Other Products to respective Zone/ Region/ Branches.
Automation and Designing Dashboards
• Designing informative dashboards, reports, KPIs, metrics, and Templates.
• Design and develop scalable and automated reporting solutions to drive key business decisions.
• Designed various dashboards for Sales Reports/ Credit Productivity Reports.
• Designed and Automated dashboard for publishing of various reports.
• Automated various reports and automated presentation creation.
• Analyzing and Preparing various global customer reports/ dashboards based on the sales data.
• Prepare and analysis operational weekly volume and forecasting (sales) report country wise on weekly basis.
• Collect data from various sources and prepare business performance KPI report terminal wise on weekly basis.
• Preparing various operational/ finance reports on weekly and monthly basis.
• Calculating sales incentives based on various slabs.
• Preparing and updating Templates / Dashboards.
• Updation/ mapping in ISELL (ERP) system, Data Analysis, & Database management.
• Creating Various Power Point Presentations for Management.
• Co-ordination with various global coordinators.
• Automation of Manual Reports.
• Sending escalation to global coordinators as per deadline for receiving data on time.
• Creation/ Modification of report SOP’s.
• Creation/ Modification of Escalation Matrix.
Data Analysis / MIS / Co-ordination:
• Preparing MIS Reports on Revenue/Sales, Branch wise Target Vs Achievement.
• Preparing Branch wise/Handset Model wise sales report.
• Preparing Budgeting Reports.
• Preparing Report on Import to sales realization.
• Preparing MIS Zone/Branch/Product wise price of product.
• Preparation MIS on Active / Inactive Customers.
• Preparing daily, Weekly, Monthly, Quarterly, Half Yearly and Yearly Sales MIS.
• Preparing and updating Templates / Dashboards.
• Stock Reconciliation Reports Warehouse/Branch wise System Vs Actual.
• Stock Forecasting Reports & Ageing Analysis of Stock.
• Preparation of Debtors outstanding ageing report
• Data Entry, Data Analysis, & Database management.
• Creating Various Power Point Presentations for Management.
• Co-ordination with Branches, Sales team & various departments.
• Automation of Manual Reports in SAP.
SAP:
• Pricing of products like Handsets / Chargers / Batteries /Posters etc in SAP on Organization /plant/Material /Customer code level.
• Setting free goods with specified products in SAP.
• Setting discount on specified products in SAP.
• Setting Credit limit for customers in SAP
• Validation and Releasing of Sales Order in SAP.
• Validating and Transfer of balance from one customer account to another.
• Giving credit /Debit note in SAP for vendors/distributors.
• Customer /Vendor code creation / Blocking /Unblocking in SAP.
• Validation of Sales Register like checking of vat % is reflecting correct or not, if any issue found then escalating the same to the SAP team.
• Creation of PR/PO as per requirement.
• Preparation of Price Protection Reports for price drop and giving the credit note for the same.
Data Analysis / MIS / Co-ordination:
• Preparing and Analyzing Service request (SR) or Sales Reports.
• Preparing and analyzing the performance or KPI of Vendors, ASE (Associate Sales Executive), Cluster Leads & Regions on monthly basis.
• Preparing MIS report on Revenue - Target Vs Achievement Region/Cluster/Vendor wise.
• Prepare variance reports such as Forecast vs. Actual sales
• Preparing Budgeting Reports.
• Preparing Reports on Cost Required for Retrieving the STBs.
• Stock Movement Reconciliation/Forecasting Reports & Ageing Analysis of Stock Warehouse wise.
• Preparing Weekly, Monthly, Half Yearly, Yearly MIS Reports.
• Keep track of Refurbishment of Stock.
• Target setting based on various parameters.
• Ad Hoc data collection, analysis and reporting as required. (I. e. Data/ Field Formatting, Data Storage, and report Generation.)
• Understanding projects study and analyze workflow to design solutions.
• Identify process improvements to streamline date collection and report generation.
• Create and design reports from various systems and analyze the results for the management team and business unit heads for their decision making.
• IT coordination for various adhoc management requirements.
• Coordination with Branches, Internal & External departments.
• Automation of manual Reports.
• Database Management.
• Creating Various Power Point Presentations for Management.
Payouts/Penalties/Budgeting:
• Validation and Calculation of Incentive/commission for vendors/ASE/CL.
• Validation and calculation of Schemes as per approved proposal.
• Calculation of SR Penalty levid on the vendors for not closing service Request within 48 hrs TAT & on Repeat SRs.
• Calculation of Forecasting Payouts Reports for Budgeting.
• Calculation of Cost.
• Calculating payouts of pan India Financial Consultants at every month end.
• Calculating Incentives of I-Process, I-Solution, Sales Executive & Exceed FC as on their Mobilization.
• Preparing and Analyzing of Pan India MIS of Multiple products (Life Insurance, General Insurance, Mutual Fund & Gold).
• Preparing daily, Weekly, Monthly, Quarterly, Half Yearly and Yearly Mobilization MIS.
• Calculating Gross revenue and Net revenue on Weekly, Monthly, Quarterly and Yearly.
• Co-ordinating with ICICI Lombard, Life Insurance, Mutual Fund & Gold team to solve queries relating to data dumps of multiple products.
• Co-ordinating with Regional head, Regional Sales manager, Sales manager & with Back end’s at pan India.
• Solving queries via phones, e-mails & Net meeting nationwide relating to payouts, incentives and MIS.
• Code Generation, Termination & Mapping of Financial Consultant (FC).
• Handling I-Process Internal activities at ICICI Bank.
• Verification of FC’s documentation for code generation.
Finance