6 Reporting Mis Jobs

Ensure timely & accurate reporting of all business and product MIS Collecting information from different stakeholders, preparation of MIS on transactions and performing reconciliation activities Designing dashboards depicting business insights to management Analyzing and highlighting various trends, anomalies and issues observed in different processes Implementing systems that promote automation and reduce manual activities for both reporting and operational activities Handling ad-hoc MIS requests from Business / CS team Preparation of analytical presentations and slide shows for reviews Suggest process improvements & system enhancements Periodic process changes to be incorporated in the SOP Co-ordination with various teams to streamline reports Adherence to Information Security norms & quality process norms To be aware of and comply with any updates about the process Streamlining and ensuring uniformity of logic across various products and processes Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance Graduate with a decent English communication Proficiency in MS Excel, advanced formulas and functions Experience in reporting, MIS and data analysis - handling big data, using pivot tables and crunching numbers Proficiency in other MS office applications - Word and PowerPoint Knowledge of Power BI , Power Query, Python, VBA, SQL or other analytics tools and languages, will be an added advantage Education and experience required for this role is Graduate with 3-5 years of work experience a Management Degree will be added advantage. Candidate should have a pleasing personality and should be presentable Should be dedicated and display integrity Willingness to learn with an attitude of continuous improvement

Job Summary: We are seeking an experienced and proactive Banking Manager to join our Collection Department. The ideal candidate will have a strong background in handling home loans, banking cases, and direct experience dealing with developers' lobby and financial institutions. This role requires excellent coordination, negotiation, and relationship management skills to ensure timely collections and effective bank liaisoning. Key Responsibilities:Home Loan Coordination: Liaise with banks and financial institutions for home loan processing for customers, ensuring timely disbursements and approvals. Developer Banking Cases: Handle all banking-related matters for the developer, including project funding, working capital arrangements, and compliance requirements. Collections Management: Follow up with banks for timely release of payments, disbursements, and outstanding dues. Ensure proper documentation and financial tracking. Relationship Management: Build and maintain strong relationships with bank officials, financial institutions, and NBFCs to facilitate smoother transactions and favorable terms. Documentation & Compliance: Ensure accurate maintenance of all banking documentation related to customer loans and developer finances. Stay updated with banking norms, RBI guidelines, and project approvals. Reporting & MIS: Prepare regular reports and MIS on collection status, disbursement schedules, and follow-up actions for management review. Internal Coordination: Work closely with Sales, CRM, Legal, and Finance teams to streamline banking processes and resolve loan-related issues efficiently. Required Skills & Qualifications:Graduate/Postgraduate in Finance, Banking, or a related field. Minimum 4 years of experience in banking operations, specifically related to home loans and developer banking. Strong understanding of real estate finance, loan disbursement processes, and collection strategies. Excellent communication, negotiation, and interpersonal skills. Proficient in MS Office (Excel, Word, PowerPoint) and ERP systems. Preferred Candidate Profile:Prior experience in a real estate company or working closely with real estate developers. Hands-on knowledge of project loan sanctioning and bank compliance processes. Ability to work under pressure and meet tight deadlines. Show more Show less

About Aptia Aptia, a leading professional services firm, is dedicated to simplifying complexity for businesses and individuals in the areas of pensions, health, and insurance solutions. Combining cutting-edge technology with deep industry expertise, we support over six million people and more than 1,100 clients across the US, UK, India, and Portugal. Our focus on innovation, accessibility, and client success ensures that managing pensions, health, and insurance is more effective, allowing businesses to concentrate on their core activities. As we expand, Aptia Group invests heavily in learning and development to create unique career paths for our team members. Our values of being Specialist, Responsive, and Thoughtful are not just words but the foundation of our business. We strive to exceed client expectations, evolve continuously, and build long-term relationships based on genuine care. Job Description As a Level 2 Specialist, your responsibilities will include: - Accurately inputting case details, notes, and updates into case management systems and databases. - Ensuring confidentiality and compliance with HIPAA and other regulations for all client information. - Reviewing case data for completeness, consistency, and compliance with organizational policies. - Identifying patterns in case data to enhance process improvement and service quality. - Tracking service delivery timelines to meet client care requirements. - Participating in team discussions to improve case management processes. - Assisting in the development and implementation of new processes to enhance client service delivery. - Collaborating with the client delivery team to meet client-specific goals and requirements. - Providing administrative support for client contracts, service agreements, and deliverables. - Tracking client satisfaction and addressing any issues or feedback for resolution. - Conducting regular evaluations and providing backend customer service support. - Attending meetings, participating in calibrations, and coaching colleagues for performance improvement. - Leading improvement projects and quality enhancement initiatives within the team or business unit. Requirements To be eligible for this role, you need to have: - Minimum 3.5 years of overall experience. - At least 12 months of experience as a Specialist/Senior Analyst. - Meets Expectations/Ontrack or equivalent rating in the last appraisal. - Not under any Performance Continuity Plan or faced official disciplinary action within the last 3 months. Additional Skills & Competencies What makes you stand out: - Adaptable communicator, facilitator, influencer, and problem solver. - High attention to detail and strong relationship skills. - Ability to work independently and collaboratively in a team. - Strong multi-tasking and time prioritization skills. If you are interested in this role and meet the eligibility criteria, we encourage you to apply by submitting your resume with relevant contact information. We welcome applicants who are open to working in shifts and are committed to delivering exceptional service in the US Health Domain. Should you require any reasonable adjustments to the recruitment process for accessibility, please feel free to reach out to us.,

Role description Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives. We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion. Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth. A. Position Overview Position Title Assistant Relationship Manager - TES Department Tata Eco System Level/ Band Officer (102) B. Organizational Relationships Reports to Direct Area Head - TES C. Job Dimensions Geographic Area Covered As per mapped branch & city Stakeholders - Internal Tata Eco System Stakeholders - External Tata Group Employees, Customers & Vendors D. Key Result Areas Sales Achieve the set business targets on ANP and case count Acquire New Customer through following: Worksites Campaigns References . Fix meetings with the prospects to conduct need analysis and explain products . Implement and adhere to Need Based Selling Model. Ensuring timely issuance of policies by resolving pending etc. . Render prompt post sales service to all allocated customers with respect to all domains . Adhere to the customer touch-point engagement in order to service his portfolio of customers. Maintaining the desired persistency ratio Strategize and interact closely with the supervisor on delivering on Business nos. Work collectively with the supervisor and conduct joint sales calls whenever required To develop and implement short term and long term plans to achieve sales targets Customer orientation & reporting/ (MIS) . Adhere to Activity management framework advised . Follow - up on their database / leads provided by Lead Management System (New Prospects) . Update the LMS (Lead management System) on a daily basis. . Adhering to the Training Road map. . Providing timely reports to the Supervisor / Area manager as per the requirement. . Ensuring compliance to internal sales process . Should be process & product champion to ensure adherence to TALIC policies and procedures. . Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes. E. Skills Required Technical Behavioral Essential Desired Interpersonal Skills . Communication Skills . Creative thinking skills . Supervising/ Leadership skills . Teamwork Skills . Influencing Skills . Relationship Building Skills . Decision Making Skills . F. Incumbent Characteristics Essential Desired Qualification Graduate Experience 6 months -2 years experience

You should have 2 to 4 years of relevant industry experience in the Finance & Accounts department with a B.com qualification. Your main responsibility will include bank & ledger reconciliation, debit, credit & party ledger transaction reconciliation, review of accounting dimensions & General Ledgers, and reporting MIS. If you meet these requirements and are ready to take on this role, please apply now.,

Role & Responsibilities: Administer and support theElectronic Records Preservation Attestationglobally as perSEC regulationby performing below mentioned activities: Coordination with Global compliance for agreement on scope, exclusions, audience cut-off date, reminder schedule, launch and deadline date, attestation wordings, system, launch draft email wordings etc. Coordination with various regional compliance on the audience scoping and reporting requirements. Prepare population list across regions basis the scoping criteria and seek sign off from regional compliance teams. System setups, UAT & Production testing, changes on the same post feedback. Manage launch of affirmation program with proper control checks by ensuring quality. Manage employee queries on system access and errors along with business queries on staff exemption and assignments. Group mailbox management for tracking/actioning of requests/queries. Reporting MIS to businesses and compliance as per schedule or as and when requested. Regular follow-up with exempted staffs post program due date. Timely escalations of employee who respond of not following of applicable policies to Regional Heads. Documentation & producing evidences of records as and when requested. Record keeping of important program related emails in shared drive. Regular updates to SOP and other required documents. Mind Set: Mandatory Desired Domain / Technical Basic understanding of Investment Banking business and the Financial Regulatory environment Basic knowledge of the US regulatory environment Good MS office skills Knowledge of Regulatory registrations & Certifications, Training/Affirmations, US Blue Sheet Regulatory Reporting Demonstrable project management skills Experience with using Word, Excel, PowerPoint Compliance Background. Power BI / Tableau and other data visualization tools Knowledge of Excel macros Interpersonal Ability to represent the Compliance function credibly in discussions with other departments, including front office and Human Resources Good interpersonal skills; high ethical standard; collaborative; detail oriented, with a willingness to learn and adapt Strong time management skills Strong attention to detail, with the ability to ensure data completeness and accuracy Strong administrative skills and analytical approach to problem solving Willingness to be flexible and adapt quickly to changing demands of the role Collaborates within and across teams, involving the right people