JD : MIS Coordinator - Sales
Department
Sales / Business Banking / Retail Liabilities
Location
As per business requirement
Role Purpose
The MIS Coordinator - Sales is responsible for managing sales-related data, generating MIS reports, maintaining dashboards, supporting sales teams with actionable insights, and ensuring data accuracy for decision-making. The role requires strong analytical abilities and expertise in data management tools to drive sales productivity and operational efficiency.
Key Responsibilities
1. Reporting & Dashboard Management
- Prepare and publish daily, weekly, monthly, and ad hoc MIS reports for sales leadership and stakeholders.
- Develop and maintain dashboards, scorecards, and performance trackers.
- Generate management presentations, infographics, and analytical reports for business reviews.
- Monitor key sales metrics and provide trend analysis to support business decisions.
2. Sales Performance Support
- Provide accurate data extracts and customer databases to support sales campaigns and acquisition activities.
- Track sales productivity, conversion ratios, lead management, and business performance.
- Support sales managers with actionable insights for target achievement and portfolio growth.
- Ensure timely dissemination of sales performance reports across regions and channels.
3. Data Management & Analysis
- Manage large datasets and ensure data integrity across systems.
- Perform data validation, reconciliation, and error correction.
- Analyze customer, sales, and business data to identify opportunities and performance gaps.
- Automate recurring reports and processes to improve efficiency.
4. Compliance & Risk Management
- Ensure adherence to internal policies, audit requirements, and data governance standards.
- Support RCSA (Risk & Control Self-Assessment) processes and compliance checks.
- Maintain confidentiality and security of business and customer data.
- Ensure proper documentation of MIS processes and reporting templates.
5. Ad-hoc Reporting & Stakeholder Coordination
- Fulfill business-specific data requests within agreed timelines.
- Coordinate with Sales, Operations, Product, Analytics, and Technology teams for reporting requirements.
Support business reviews, audits, management meetings, and strategic projects through data-driven insights.
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Eligibility Criteria
Educational Qualification
- Graduate in any discipline.
- MBA or Post Graduate qualification preferred.
Experience
- Minimum 3-5 years of experience in MIS, Sales Analytics, Business Reporting, or Data Management.
Experience in Banking, Financial Services, NBFCs, Contact Centers, or Sales Support functions preferred.
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Required Skills
Technical Skills
- Advanced Microsoft Excel (VLOOKUP, HLOOKUP, XLOOKUP, Pivot Tables, Power Pivot, Power Query).
- VBA Macros and report automation.
- MS Access and database management.
- PowerPoint and presentation development.
- Knowledge of SQL, Power BI, Tableau, or other BI tools would be an added advantage.
Analytical Skills
- Strong numerical and analytical aptitude.
- Ability to interpret sales performance trends and business metrics.
- Data reconciliation and quality-checking capabilities.
Behavioral Competencies
- High attention to detail and accuracy.
- Strong communication and stakeholder management skills.
- Ability to work under tight deadlines and manage multiple priorities.
- Problem-solving and process-improvement mindset.
Flexible to work in dynamic business environments and shifts as required.
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Key Performance Indicators (KPIs)
- Timely and accurate MIS report publication.
- Dashboard accuracy and data quality.
- Sales productivity improvement through actionable insights.
- Turnaround time for ad hoc requests.
- Compliance with audit and data governance requirements.
- Automation and process efficiency initiatives undertaken.
