Posted:1 day ago|
Platform:
Work from Office
Full Time
About The Role Role: MIS Manager Affluent (Lead) Grade: M5 Location: Mumbai "¢ Lead and manage the MIS team responsible for daily, monthly, and quarterly reporting across all key metrics (e.g., NTB, AUM, revenue, RM productivity). "¢ Guide team members in prioritizing tasks, validating data accuracy, and meeting stakeholder expectations. "¢ Ensure timely and error-free delivery of reports and dashboards. "¢ Collaborate with segment heads, zonal teams, and product heads to understand key business needs and translate them into actionable MIS. "¢ Present performance trends, risk indicators, and opportunities for improvement in business reviews. "¢ Drive the transition from static reports to dynamic dashboards using tools like Power BI/Tableau. "¢ Identify opportunities to automate manual MIS processes and enhance data delivery speed. "¢ Maintenance of RM-level scorecards covering productivity, cross-sell, and client engagement. "¢ Ensure adherence to data governance norms, version control, and audit trails for MIS shared across teams. "¢ Address internal and external audit requirements related to MIS processes. "¢ Maintain high standards of data confidentiality and access control. "¢ Lead discussions on MIS enhancements, new data needs, and campaign tracking frameworks.
Kotak Life Insurance
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