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.
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.
Data Analysis
Analyze business trends and performance metrics.
Identify gaps, exceptions, and improvement prospects.
Provide insights to support strategic and operational decisions.
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.
Performance

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



target achievement, and SLA adherence.
Highlight deviations from targets and recommend corrective actions.
Data Quality and Governance
Validate data before report submission.
Ensure compliance with organizational data standards.
Identify and rectify data discrepancies.
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
📍 Mumbai