Sales Operations Executive - Large Corporate

SBI General Insurance; Mumbai; On-site; INR 300,000 - 600,000; Full time

Job summary

SBI General Insurance in Mumbai is seeking a data-driven sales support professional to generate daily, weekly and monthly reports for national and regional sales managers. The role involves extracting data from multiple sources to build dashboards and MIS for leadership review.

You will collate branch and sales information for business statistics and productivity MIS, coordinate regional administration, and prepare monthly performance reports for area teams.

Qualifications

• Graduate with knowledge in data management and sales support.
• Experience in data handling and generating reports is preferred.
• Familiarity with dashboards and MIS concepts is advantageous.

Responsibilities

• Support Sales Leadership with daily, weekly and monthly data reports.
• Extract and analyze data from multiple sources to prepare dashboards and MIS.
• Collate and analyze branch and sales information for leadership reviews (MIS).
• Coordinate regional administrative tasks including contest payouts, calls, venue bookings, logistics and meals.
• Prepare monthly performance review reports for area, cluster and territory teams.
• Provide operational and administrative support to senior staff, including travel bills and HR documents.

Skills

Data extraction

Analytics

Reports & MIS

Sales support

Education

Graduate (any stream)

Job description

Role & responsibilities

1. Support Sales Leadership with Reports: Provide daily, weekly and monthly data support to National and Regional Sales Managers by generating timely business reports as requested.


2. Data Extraction and Analytics: Obtain and analyze data from multiple sources to prepare analytical dashboards and MIS using required tools.


3. Business & Productivity MIS: Collate and analyze branch and sales-related information to generate business statistics and productivity MIS for leadership review.


4. Administrative Coordination: Manage regional administrative tasks including contest payout summaries, coordinating conference calls, booking venues, arranging logistics and meals.


5. Performance Review Preparation: Prepare monthly performance review reports for area, cluster and territory teams.


6. Senior Staff Support: Provide comprehensive operational and administrative support to senior staff, including tracking travel bills and HR documents to ensure timely processing.


7. Risk Assessment: Continuously assess risks across processes and data to support informed and timely decision-making.

Preferred candidate profile

Graduate in any stream having knowledge in data management and sales support for a Corporate line of Business