1. Data Collection and Management

- Gather data from multiple sources such as SFDC CRM systems, databases, Excel files, and business applications.
- Ensure accuracy, completeness, and consistency of data.
- Maintain and update master databases regularly.

2. Report Generation

- Prepare daily, weekly, monthly, and ad hoc MIS reports.
- Create management dashboards and performance trackers.
- Generate reports on sales, operations, productivity, customer service, and financial performance.

3. Data Analysis

- Analyze business trends and performance metrics.
- Identify gaps, exceptions, and improvement opportunities.
- Provide insights to support strategic and operational decisions.

4. Dashboard and Automation

- Develop automated reports using Excel, Power BI, Tableau, SQL, or similar tools.
- Reduce manual reporting through automation and macros.
- Maintain KPI dashboards for leadership review.

5. Performance Monitoring

- Track Key Performance Indicators (KPIs).
- Monitor productivity,



target achievement, and SLA adherence.
- Highlight deviations from targets and recommend corrective actions.

6. Data Quality and Governance

- Validate data before report submission.
- Ensure compliance with organizational data standards.
- Identify and rectify data discrepancies.

7. Stakeholder Coordination

- Work closely with business teams, operations, finance, sales, and management.
- Understand reporting requirements and deliver timely information.

Technical Skills Required

- Advanced Microsoft Excel (Pivot Tables, Lookups, Power Query, Macros)
- Power BI
- Data Visualization
- Basic Statistics and Analytics

Key Soft Skills

- Analytical thinking
- Attention to detail
- Problem-solving ability
- Time management
- Communication and presentation skills
- Stakeholder management

📌 Customer 360 Data Intelligence-HO & SUPPORT-Customer 360 (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai