Job Purpose

- To ensure accurate and timely management of business data, MIS reporting, customer renewal/expiry databases, lead distribution, and sales-support activities across locations.

- The role will be responsible for maintaining data accuracy, generating actionable reports, supporting renewal closure activities, and providing timely databases to internal teams.

Key Roles &

- Responsibilities

- Data Management &
- Correction

- Scrape, collect, consolidate, and validate data from multiple internal and external resources.

- Identify data discrepancies, missing information, and duplication and ensure timely correction.

- Maintain data accuracy and integrity across reports and databases.

- Coordinate with relevant internal teams for clarification and correction of data.

- MIS Reporting

- Prepare and circulate Website Renewal Reports for renewal closure activities across all locations.

- Prepare Journal and Practice Renewal Reports to monitor location-wise renewal closure.

- Prepare CentaxOnline Renewal Reports for follow-up and closure activities across locations.

- Prepare Website, Journal, Practice, and CentaxOnline Expiry Customer Reports for respective locations.

- Prepare and share Marketing Team Review Reports for performance monitoring.

- Maintain and periodically update the Subscription Tracker for Taxmann and Centax products.

- Prepare regular and ad-hoc MIS reports as required by management and internal teams.

- Ensure all MIS reports are accurate, complete, and shared within defined timelines.

- Unpaid &

- Expiry Database Management

- Periodically prepare and distribute unpaid customer databases among sales teams.

- Reshuffle databases based on location, team allocation, or business requirements.

- Track the movement and status of databases shared with respective teams.





- Support sales teams by providing relevant customer information required for renewal and follow-up activities.

- Lead Management &

- Distribution

- Check and validate leads received through the CRM and other sources.

- Monitor lead status and ensure timely CRM lead closure and contact approvals.

- Distribute leads to respective locations and sales teams as per defined allocation criteria.

- Ensure proper and timely allocation of leads to avoid delays in customer follow-up.

- Maintain lead distribution records and provide reports whenever required.

- Coordinate with teams regarding pending, duplicate, incorrect, or unassigned leads.

- Database &

- Sales Support

- Provide requested customer databases and reports to sales and other internal teams.

- Support sales teams with renewal, expiry, unpaid, and customer-related data.

- Generate location-wise and product-wise databases as required.

- Assist management in analysing data for business planning and performance monitoring.

Required Skills &

- Competencies

- Strong knowledge of MS Excel, including Pivot Tables, VLOOKUP/XLOOKUP, SUMIFS, COUNTIFS, filters, sorting, and data validation.

- Valuable understanding of MIS reporting and data analysis.

- Experience with CRM systems and lead management.

- Strong attention to detail and data accuracy.

- Good analytical and problem-solving skills.

- Ability to manage large databases and multiple reports simultaneously.

- Good coordination and communication skills.

- Ability to work with multiple locations and teams.

- Strong time-management skills and ability to meet reporting deadlines.

Preferred Experience

- 1 to 3 years of experience in MIS, Sales Operations, Call Centre Operations, CRM, or Business Reporting.

- Experience in handling renewal/expiry databases, sales leads, and customer data will be preferred.

- Experience with CRM and call-centre/sales reporting systems will be an added advantage.

📌 Master Data Executive (New Delhi)
🏢 Taxmann Publications
📍 New Delhi