MIS Executive

Kotak Securities (KSL); Thane; On-site; INR 400,000 - 650,000; Full time

Job summary

Kotak Securities is seeking a detail-oriented MIS Executive to support data-driven decisions across Customer Service and Operations. The role involves managing reports, ensuring data accuracy, building dashboards, and automating recurring reports to improve business performance.

The ideal candidate will have strong Excel skills, experience in reporting and analytics, and the ability to handle large datasets with accuracy and timeliness in a fast-paced environment.

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.

Responsibilities

• MIS Reporting & Data Management: 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; analyze 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.

Skills

Advanced Excel

Pivot Tables

XLOOKUP/VLOOKUP

INDEX-MATCH

IF/SUMIFS/COUNTIFS

Data Validation

Conditional Formatting

Dashboard Creation

Education

Bachelor's Degree

Tools

Power BI

Power Query

Power Pivot

Power Automate

Power Apps

Python

VBA/Macros

SQL Basics

Microsoft Office Suite

Job description

Job Summary

We are looking for a detail-oriented and analytical MIS Executive to support data-driven decision-making across the Customer Service and Operations functions. The role will be responsible for managing reports, maintaining data accuracy, developing dashboards, automating recurring reports, and providing actionable insights to improve business performance.

The ideal candidate should possess strong Excel skills, experience in reporting and analytics, and the ability to work with large datasets while ensuring accuracy and timeliness.

Key Responsibilities

MIS Reporting & Data Management

• 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.
• Analays 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

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.

Technical Skills

Mandatory

• Advanced Microsoft Excel
• Pivot Tables
• XLOOKUP/VLOOKUP
• INDEX-MATCH
• IF, SUMIFS, COUNTIFS
• Data Validation
• Conditional Formatting
• Dashboard Creation

Preferred

• Power BI
• Power Query
• Power Pivot
• Power Automate
• Power Apps
• Python
• VBA/Macros
• SQL Basics
• Microsoft Office Suite

Behavioral 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 Candidate Profile

• Experience in Customer Service MIS, Operations MIS, or Performance Reporting.
• Exposure to KPI management and business analytics.
• Ability to convert raw data into meaningful business insights.
• Experience in automation and dashboard development is highly desirable.

What Success Looks Like

• 100% timely delivery of MIS reports.
• High report accuracy with minimal errors.
• Meaningful dashboards that enable data-driven decisions.
• Reduction in manual reporting efforts through automation.
• Strong support to leadership through actionable insights and analysis.