Senior Manager, Client Reporting

M&G Global Services; Mumbai; On-site; INR 2,800,000 - 4,000,000; Full time

Job summary

M&G India, the strategic innovation and digital hub for M&G, seeks a Senior Manager – Client Reporting in Mumbai. You will lead a team of reporting professionals, translate strategy into scalable execution, and drive automation and analytics to enhance client reporting and governance.

You will partner with global stakeholders, ensure regulatory compliance, and build capability within the India CoE to deliver accurate, timely, client-centric reports for a diverse client base.

Qualifications

• Proven track record in automation, process improvement, and MIS/dashboard creation.
• Deep understanding of investment products, portfolio structures, and reporting workflows.
• High proficiency in Excel, Power BI, SQL, and workflow automation tools.
• Strategic thinking and ability to align operational goals with business priorities.
• Strong stakeholder management and communication at all levels.
• Leadership presence with focus on team development and diversity.

Responsibilities

• Develop a high-performing team to deliver accurate, timely, and client-centric reports.
• Drive capability building and innovation through automation, analytics, and process redesign.
• Manage reporting transitions from global teams into the India CoE.
• Act as a senior escalation point and ensure resolution of complex reporting issues.
• Collaborate with global stakeholders to align reporting solutions with business needs.
• Champion a culture of inclusion, transparency, and high engagement.
• Lead initiatives to improve reporting tools, templates, and data quality.
• Represent the team in strategic planning and transformation discussions.
• Ensure compliance with regulatory and internal governance standards.

Skills

Automation

MIS dashboards

Excel

Power BI

SQL

Workflow automation

Stakeholder management

Tools

Excel

Power BI

SQL

Job description

About M&G India We are M&G India, the strategic innovation and digital hub for M&G. Established in 2003, we have offices in Mumbai and Pune. Our teams work closely with colleagues across the Group worldwide to drive transformation, build digital capability, and support sustainable growth. By leveraging technology, AI, automation, and process excellence, we bring new ways of thinking to improve outcomes for both customers and colleagues. Grounded in a vibrant culture with strong foundations, we are central to how M&G is transforming as a business. About M&G Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions. Through telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.

Job Title: Senio Manager – Client Reporting Grade: 2B Job Function: Investment Operations Job Sub Function: Investment Reporting Services Reports to: AVP, Client Reporting Location: Mumbai Shift: UK hours

Overall Job Purpose: To manage a team of reporting professionals and translate reporting strategy into scalable execution. This role is accountable for building team capability, driving innovation, and enhancing the value proposition of the reporting function through continuous improvement, stakeholder engagement, and delivery excellence.

Key Responsibilities

• Develop a high-performing team to deliver accurate, timely, and client-centric reports.
• Drive capability building and innovation through automation, analytics, and process redesign.
• Manage reporting transitions from global teams into the India CoE.
• Act as a senior escalation point and ensure resolution of complex reporting issues.
• Collaborate with global stakeholders to align reporting solutions with business needs.
• Champion a culture of inclusion, transparency, and high engagement.
• Lead initiatives to improve reporting tools, templates, and data quality.
• Represent the team in strategic planning and transformation discussions.
• Ensure compliance with regulatory and internal governance standards.

Knowledge & Skills

• Proven track record in automation, process improvement, and MIS/dashboard creation.
• Deep understanding of investment products, portfolio structures, and reporting workflows.
• High proficiency in Excel, Power BI, SQL, and workflow automation tools.
• Strategic thinking and ability to align operational goals with business priorities.
• Strong stakeholder management and communicate at all levels.
• Excellent analytical, risk management, and decision-making capabilities.
• Leadership presence with a passion for team development and diversity.
• Passionate about developing a work environment that embraces and values diversity.
• High attention to detail and ability to articulate complex concepts clearly.
• Adaptability and resilience in a dynamic, fast-paced environment.
• Attention to detail and the ability to articulate complex ideas/concepts to stakeholders

We have a diverse workforce and an inclusive culture at M&G Global Services, regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.

M&G is a leading international savings and investments business, managing money for around 4.6 million individual clients and more than 900 institutional clients in 38 offices worldwide. As at 31 December 2024, we had £345.9 billion of assets under management and administration. Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.