Following are major responsibilities of Business Analyst & Coordinator 1. Functional Tasks of Bancassurance Wealth ManagementEnsure effective and efficient follow up for timely implementation of instructions emanating from internal & external customers. Ensure timely issuance of New Business.Prepare Daily Business Bulletin & Circulation Pan Pakistan / High Management.Prepare Daily Area/Region Wise Executive Summary.Prepare Daily Business Discrepant, Cancelation and Pending Report & Circulation.Prepare and maintain weekly/monthly/quarterly Commitments of Sales Team.Prepare and maintain weekly/monthly/quarterly Business/Persistency/Collection Report annually comparison/variance.Prepare budget analysis reports and present to Top Management.Processing the requests for approval of expenses incurred and timely payment thereof.Ensure handling of inward / outward mails.Ensure to attendant different phone calls, effective response thereof, and arranging appointment/meeting with Heads of Wealth Management.Ensure smooth & effective arrangements for different seminars/sessions/training and meeting etc.To ensure effective control on departmental telephone, electricity, entertainment expense.Special tasks as and when assigned by Departmental Head.

1. Functional Tasks of Agency / DSS Department Prepare and maintain weekly/monthly/quarterly Business/Persistency/Collection Report annually comparison/variance.Prepare budget analysis reports and present to Top Management.Monitoring of agency activities being performed by centralized offices via RSMs.Responsible to furnished Scheduled Business MIS Reports including agency service report for management.Special tasks as and when assigned by Departmental Head.Circulate Top producer (based on Issued Business) for the month throughout branches.Maintain effective relationship with branch sales staff and assist them amicably.Guide & assist Branch Office in their daily workflow.Scrutiny of Recruitment files and Processing.Provide support in arrangement of Trainings Department.Prepare Validation Quarterly BOs / ROs.Prepare Annual Sales Conference Performance.Prepare Non-Falling Portfolio Updates & Follow up.Working with Oracle/Panta and fetch this report.2. Branch Administration Over all Branches Administration including.Opening & closing of branch as per PQFTL official timings.Ensure Branch Cleanness.Handling walk-in customers.Handling of petty cash and branch stationery.Handling of mail and distribution amongst the branch staff.Taking care of all the electric items AC/ Computers and lights should be switched off if the staff is on field visits.3. Business Analysis & Processing New business submissions complete in with respect to NMAD requirements.New business payment reconciliation with F&A at HO.Follow-up for submission of pending cases requirement with sales team. Coordinate with Banks for deposits / clearances / bounced instruments.Banking Instruments processing, maintain system collection (BTCS) & Keep Provisional Receipt (PR) record.Follow-up on Branch Target Vs Achieved and Submission Vs Issued on regular basis.Ensure delivery of PMDs through respective consultants.

Responsible for all the matters of Administration Department.Prepared of Appointment, Termination, Resignation, Reinstatement & all type Official Letters.Managed New Membership of All Lawyers in Karachi Bar Association.Maintained Daily Basis Record Update of Lawyers Subscription.Collection of Subscription Fees.Reconcile Bank Statement on Daily Basis.All Arrangement of yearly Election at Karachi Bar Association.Managed Daily Cash / Cheque Transaction.Sales & purchased Lawyers Diary as a Library Incharge.Prepared of different reports on management demands all Office Work.

Responsible for all kinds of Printing Matters. All Kinds of Designing with Illustrator & Photoshop7.0. Purchased Material for Printing. Prepared of All Kinds of Visiting Card. Prepared of All Kinds of Invitation Card. Prepared of All Kinds of Pamphlet. Prepared of All kinds of Company Logos. Prepared of All Kinds of Inpage2009 Matters. Prepared of All Kinds of Magazines & Books Title. Prepared of All Kinds of Cash & Bill Books, etc. All Printing Works.