Alternate Channel - Mid Office - Sales - South

Kotak Securities · Remote

Source and collection record

Last observed by our collector: 8 October 2026 at 11:38 pm IST. This is not a manual review or a confirmation from the employer.

Job type and experience labels are automated discovery categories. The employer determines eligibility. Original experience wording was not retained separately; check the current employer page.

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Collected role description

Key ResponsibilitiesMIS Reporting & Data Management<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Prepare daily, weekly, and monthly MIS reports for management review.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Consolidate data from multiple sources and maintain data integrity.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Ensure timely delivery of business reports with high accuracy.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Develop and maintain reporting templates and databases.</li> </ul>Dashboard & Analytics<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Create and manage dashboards using Excel, Power BI, or other reporting tools.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Analyse operational and customer service performance metrics.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Generate insights and recommendations based on data trends.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Support leadership with ad-hoc analysis and reporting requirements.</li> </ul>Process Automation<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Identify opportunities to automate manual reporting processes.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Develop automated reports using Excel formulas, Power Query, Power Pivot, VBA, Python or Power Automate.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Improve reporting efficiency and reduce manual intervention.</li> </ul>Performance Tracking<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Track KPIs and business performance indicators.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Monitor SLA adherence, productivity, quality scores, customer complaints, and other operational metrics.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Highlight performance gaps and areas requiring management attention.</li> </ul>Data Quality & Governance<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Validate data accuracy and consistency across reports.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Maintain proper documentation and version control of reports.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Ensure confidentiality of business data.</li> </ul> <div class="MsoNormal" align="center" style="text-align:center;background:#FAFAFA;"> </div>Key Performance Indicators (KPIs)<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Report Accuracy</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">On-Time Report Submission</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Dashboard Utilization</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Data Quality Score</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Automation Initiatives Implemented</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Turnaround Time for Ad-hoc Requests</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Reporting Process Efficiency</li> </ul><div class="MsoNormal" align="center" style="text-align:center;background:#FAFAFA;"> </div>Qualifications<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Bachelor's Degree in related field.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">1-4 years of experience in MIS Reporting, Data Analysis, or Business Reporting.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Experience in customer service, operations, or BPO environments will be an added advantage.</li> </ul><div class="MsoNormal" align="center" style="text-align:center;background:#FAFAFA;"> </div>Technical SkillsMandatory<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Advanced Microsoft Excel<ul style="margin-top:0cm;" type="circle"> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Pivot Tables</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">XLOOKUP/VLOOKUP</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">INDEX-MATCH</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">IF, SUMIFS, COUNTIFS</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Data Validation</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Conditional Formatting</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Dashboard Creation</li> </ul></li> </ul>Preferred<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Power BI</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Power Query</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Power Pivot</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Power Automate</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Power Apps</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Python</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">VBA/Macros</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">SQL Basics</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Microsoft Office Suite</li> </ul><div class="MsoNormal" align="center" style="text-align:center;background:#FAFAFA;"> </div>Behavioural Competencies<ul style="margin-top:0cm;" type="disc"> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Strong analytical and problem-solving skills.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">High attention to detail and accuracy.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Excellent organizational skills.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Ability to manage multiple reports simultaneously.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Strong communication and stakeholder management skills.</li> <li class="MsoNormal" style="color:#242424;background:#FAFAFA;">Proactive mindset with continuous improvement orientation</li> </ul>

Collected experience requirement

1-4 years