Transforming Project Management : Challenges, Solutions, and Achievements
Challenges Client Faced -
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Expanding geographical reach in Tier 2 and Tier 3 cities to explore new markets.
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Managing the trial period for Mutual Fund Distributors (MFDs) effectively.
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Implementing a system for accurate tracking and evaluation of trial transactions.
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Establishing robust performance tracking for each MFD and managing unique ARN codes.
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Overcoming limitations of off-the-shelf Learning Management Systems (LMS).
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Adapting to the rising mutual fund penetration in India with scalable solutions.
What we did to fix it -
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Developed a customized MFD solution for efficient onboarding and management of MFDs.
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Streamlined recruitment, training, and monitoring processes for MFDs.
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Automated tracking of trial brokerage payouts and transaction accounting.
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Incorporated a comprehensive tracking system for MFD performance and ARN code management.
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Tailored the digital solution to address specific challenges of mutual fund distribution.
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Implemented microservice architecture for scalability and handling numerous concurrent users.
