Advanced Excel, Partner Marketing Co-Marketing Program Management, Marketing Operations Reporting Performance Analytics, Process Automation using Microsoft Power Platform Copilot and Power Automate, MDF Marketing Development Fund Planning Tracking ROI Measurement, Campaign Performance Management and Demand Generation Reporting, Stakeholder Management Cross-Functional Program Coordination, Power BI Dashboarding Business Insights, Project Management and Operational Governance

performance metrics, process improvement, lean techniques, performance management

vendor coordination , logistics team management, event operations execution, on-ground management, post-event wrap-up

Excel, Reporting Tools, Geneva databases

Trade lifecycle processes, Process improvement, Documentation, Operational Risk Management, Derivatives Operations, Derivative Confirmations, Technology-driven initiatives, FINRA Series 99 certification, operational transformation, Industry standards, ISDA documentation, OTC Derivative products, Regulatory Requirements, Settlements

contact center operations , Performance improvements, CRM Tools, Tele-sales, Telesales, Sales analytics platforms, B2C sales, Financial Acumen, Leadership, Team Management, Insurance Sales

Automation, Data Management, Data Quality, Campaign Management, Trend Analysis

business development, Team Leadership, Regulatory Compliance, Customer Engagement, cross-selling financial products, Retail Liabilities Sales

lean methodology , Problem Solving, Operational Health and Safety Management, Continuous Improvement, Total Productive Maintenance, Manufacturing Operational Performance, Automation Integration, Manufacturing Process Optimization