Feb 2024 – Present · 2 yrs 4 mos · Mumbai, Maharashtra, India

• 1. Responsible for new client's lead fetching from SQL Server and distributing in various data sources like Google sheet,LSQ (LeadSquared) under different verticals like Retail/Omni,Remisier,Dad Sales,Alliance etc. for the promotion of various stock market related products like TGS (Trade Guide Signal),EduMo, IAP(Intelligent Advisors Portfolio) and StratX.
• 2. Created various Power-BI reports like BA IAP RM wise Data which is used for the daily tracking of Active/Inactive BA's (Franchisee) in IAP under certain RM.
• 3. Responsible for creating ADV/RM Daily calling report which is used for the daily follow-up of Advisors/RMs by their TL's.
• 4. Daily Hotlead (Active lead),BA and Client Exception data fetching through SQL Server.
• 5. Uploading active Franchisee HNI, DIGI Franchisee,Franchisee Reactivation and entire Franchisee's data into SQL through MS-Access Database.
• 6. Created a Power-BI Report for the tracking of various franchisee's TGS Active/Inactive Status under different TMs,State heads and regional heads.
• 7. Responsible for mapping and distribution of the clients data got through various webinars such as IAP Fund Manager Webinar,Dealer Webinar, StratX Webinar etc.