MIS Coordinator - Sales

Kotak Mahindra Bank; Gurugram District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Kotak Mahindra Bank seeks an MIS Coordinator - Sales to manage sales data, publish MIS reports, and maintain dashboards for leadership insight.

The role involves supporting sales teams with actionable data, validating datasets, and ensuring governance across systems while leveraging Excel, SQL, and BI tools. Strong analytical and stakeholder skills are essential.

Qualifications

• Graduate in any discipline; MBA/PG preferred.
• 3-5 years of MIS/Sales Analytics or related data roles.
• Experience in Banking/Financial Services preferable.

Responsibilities

• Prepare and publish daily, weekly, monthly, and ad hoc MIS reports for sales leadership and stakeholders.
• Develop and maintain dashboards, scorecards, and performance trackers for business reviews.
• Provide data extracts and insights to support sales campaigns and target achievement.

Skills

Advanced Excel

SQL

Power BI

Tableau

Power Query

VBA Macros

MS Access

Data interpretation

Stakeholder management

Education

Bachelor's degree (Graduate)

MBA or PG preferred

Tools

Power BI

Tableau

SQL

Job description

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

• 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.
• 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.
• 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.
• 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.
• 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.

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.
• 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.

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.