Position: Data Analyst Digital Automation & Reporting (Power BI) Lead – Insurance (Assets / Lending Channels)

Role Summary:
Looking for an experienced skilled with strong Banking/Insurance/Assets Third Party domain expertise to drive strategy, operations automation, digital transformation, and analytics initiatives for the Assets TP business. The role will focus on improving operational efficiency, enhancing reporting/MIS, and enabling data-driven decision-making across business functions. The ideal candidate should have solid expertise in process automation, MIS/reporting, stakeholder management, and end-to-end project delivery, with the ability to work across cross-functional teams and drive measurable business outcomes.

Key Responsibilities:
Drive automation and digital transformation initiatives to improve operational efficiency and business performance
Develop and manage Power BI dashboards, MIS, and management reporting for leadership reviews
Identify and implement automation opportunities across business processes
Analyze large datasets to identify trends, gaps, customer behavior patterns, and improvement opportunities
Coordinate with Business, Sales, Operations, Analytics,



and Technology teams for execution and delivery
Drive process optimization, productivity, and governance tracking across initiatives
Manage end-to-end project delivery, including timelines, dependencies, and stakeholder alignment

Skills Required:
Solid experience in Banking / Insurance / Asset Third-Party distribution domain
Experience in Digital Transformation, Automation, Strategy, or Business Analytics roles
Hands-on expertise in Power BI, Excel, SQL, and process/workflow automation tools
Strong analytical thinking, stakeholder management, and project execution skills
Ability to manage senior stakeholders and drive cross-functional initiatives
Good understanding of operations and process improvement frameworks

Preferred:
Experience in Assets Third Party and Insurance business
Strong understanding of third-party products ecosystem, partner/channel management, and business performance management
Experience within Banking / Insurance / NBFC / BFSI domain
Exposure to LOS/LMS systems, operational workflows, and reporting ecosystem (optional)Role & responsibilities

Preferred candidate profile

📌 Data Analyst Digital Automation & Reporting Power Bi Maharashtra
🏢 Kotak Mahindra Bank
📍 Maharashtra