Fahad Abdul Azeez

Classified, evaluated, and assigned email and case inquiries.
Oversaw each case from triage to resolution within set time frames.
Worked with internal teams to address queries.
Communicated directly with clients on products, services, and documentation requirements.
Responded promptly to customer and account manager queries.
Handled due diligence requests with accuracy to support compliance and client satisfaction.

Managed Case Inquiries: Classified, evaluated, and assigned email and case inquiries, overseeing each case from triage to resolution within set time frames., Collaborated and Communicated with Clients: Worked with internal teams to address queries and communicated directly with clients on products, services, and documentation requirements., Ensured High-Quality Due Diligence Responses: Responded promptly to customer and account manager queries, handling due diligence requests with accuracy to support compliance and client satisfaction.

Extracted and validated suspicious fund size reports.
Cross-referenced multiple sources and updated values via the Factsheet Editor tool.
Ensured accuracy despite factors like inflation and economic shifts.
Consistently achieved monthly KPIs.
Developed and presented comprehensive monthly metrics reports using Power BI.
Provided data insights and progress updates during metrics meetings.
Enhanced decision-making by translating complex data into actionable insights.
Mentored and trained new hires on data validation processes.
Mentored and trained new hires on Power BI dashboard creation.
Mentored and trained new hires on report generation.
Fostered a collaborative and skilled team environment.

Data Validation and Correction: Extracted and validated suspicious fund size reports, cross-referencing multiple sources and updating values via the Factsheet Editor tool to ensure accuracy despite factors like inflation and economic shifts, consistently achieving monthly KPIs., Metrics Reporting: Developed and presented comprehensive monthly metrics reports using Power BI to provide data insights and progress updates during metrics meetings, enhancing decision-making by translating complex data into actionable insights., Mentorship and Training: Mentored and trained new hires on data validation processes, Power BI dashboard creation, and report generation, fostering a collaborative and skilled team environment.

Analyzed sales data from multiple sources.
Identified key trends to drive improved sales performance.
Created daily, weekly, and monthly reports to monitor sales performance.
Highlighted areas for improvement.
Communicated with medical representatives to gather updates.
Ensured accurate tracking and reporting of sales activities.

Sales Data Analysis: Analyzed sales data from multiple sources, identifying key trends to drive improved sales performance., Performance Reporting: Created daily, weekly, and monthly reports to monitor sales performance and highlight areas for improvement., Stakeholder Communication: Communicated with medical representatives to gather updates, ensuring accurate tracking and reporting of sales activities.