Alternate Channel - Mid Office - Sales - South

Role overview

Alternate Channel - Mid Office - Sales - South at Kotak Securities

MIS Reporting & Data Management

Responsibilities

• Prepare daily, weekly, and monthly MIS reports for management review.
• Consolidate data from multiple sources and maintain data integrity.
• Ensure timely delivery of business reports with high accuracy.
• Develop and maintain reporting templates and databases.
• Dashboard & Analytics
• Create and manage dashboards using Excel, Power BI, or other reporting tools.
• Analyse operational and customer service performance metrics.
• Generate insights and recommendations based on data trends.
• Support leadership with ad-hoc analysis and reporting requirements.
• Process Automation
• Identify opportunities to automate manual reporting processes.
• Develop automated reports using Excel formulas, Power Query, Power Pivot, VBA, Python or Power Automate.
• Improve reporting efficiency and reduce manual intervention.
• Performance Tracking
• Track KPIs and business performance indicators.
• Monitor SLA adherence, productivity, quality scores, customer complaints, and other operational metrics.
• Highlight performance gaps and areas requiring management attention.
• Data Quality & Governance
• Validate data accuracy and consistency across reports.
• Maintain proper documentation and version control of reports.
• Ensure confidentiality of business data.
• Key Performance Indicators (KPIs)
• Report Accuracy
• On-Time Report Submission
• Dashboard Utilization
• Data Quality Score
• Automation Initiatives Implemented
• Turnaround Time for Ad-hoc Requests
• Reporting Process Efficiency

Required qualifications

• Bachelor's Degree in related field.
• 1-4 years of experience in MIS Reporting, Data Analysis, or Business Reporting.
• Experience in customer service, operations, or BPO environments will be an added advantage.

Required skills

• Mandatory
• Advanced Microsoft Excel
• Pivot Tables
• XLOOKUP/VLOOKUP
• INDEX-MATCH
• IF, SUMIFS, COUNTIFS
• Data Validation
• Conditional Formatting
• Dashboard Creation
• Power BI
• Power Query
• Power Pivot
• Power Automate
• Power Apps
• Python
• VBA/Macros
• SQL Basics
• Microsoft Office Suite
• Behavioural Competencies
• Strong analytical and problem-solving skills.
• High attention to detail and accuracy.
• Excellent organizational skills.
• Ability to manage multiple reports simultaneously.
• Strong communication and stakeholder management skills.
• Proactive mindset with continuous improvement orientation

Preferred qualifications and skills

• Preferred