Senior Executive Sales & MIS

Company Name: Urban Yatra
Department: Sales & MIS
Job Location: [Insert Location]
Experience Required: 3–5 Years
Salary Offered: 18,000–22,000 per month (Negotiable)
Employment Type: Full-Time
Reporting To: Sales Head / Management

1. About Urban Yatra

Urban Yatra is a tours and travel company committed to providing quality travel experiences and customized holiday solutions. We are looking for a detail-oriented and target-driven Senior Executive – Sales & MIS to manage sales coordination, monitor business performance, maintain accurate reports, and support management in achieving sales and revenue targets.

2. Job Purpose

The candidate will be responsible for monitoring sales activities, managing sales data, preparing daily and monthly MIS reports, tracking leads and conversions, analyzing sales performance, and coordinating with the Sales, Operations, and Finance teams. The role requires a combination of strong analytical skills, sales coordination, reporting accuracy, and follow-up discipline.

3. Key Roles and Responsibilities

A. Sales Monitoring & Coordination

- Monitor daily sales activities, customer enquiries, leads, and booking conversions.
- Track lead status from initial enquiry to quotation, follow-up, and confirmed booking.
- Monitor salesperson-wise and team-wise sales performance against assigned targets.
- Follow up with the sales team on pending leads, quotations, and potential bookings.
- Track lost leads and analyze reasons for non-conversion.
- Coordinate with the sales team to improve follow-up efficiency and conversion rates.
- Monitor booking values, advance payments, and pending customer collections.
- Support the sales team in maintaining updated customer and booking records.

B. MIS Reporting & Data Analysis

- Prepare and circulate daily, weekly, and monthly sales MIS reports.
- Maintain accurate records of enquiries, leads, conversions, bookings, revenue, and collections.
- Prepare salesperson-wise, channel-wise, and package-wise performance reports.
- Develop Excel dashboards to track sales targets versus actual achievements.
- Analyze sales trends, conversion ratios, lead response, and revenue performance.




- Identify discrepancies in sales data and coordinate with the concerned teams for correction.
- Prepare management reports highlighting business performance, gaps, and improvement opportunities.
- Generate customized reports as required by management.

C. Revenue & Booking Tracking

- Monitor confirmed bookings for domestic tours, international tours, group departures, and customized holiday packages.
- Maintain booking-wise revenue and payment status trackers.
- Coordinate with the Finance team regarding pending collections, outstanding balances, and refunds.
- Track cancellations, booking amendments, and changes affecting reported sales.
- Assist in monitoring package-wise revenue and profitability in coordination with Finance.
- Ensure that booking and payment information is accurately reflected in MIS reports.

D. CRM & Data Management

- Ensure timely and accurate updating of customer enquiries, lead status, follow-ups, and booking details in the CRM or sales tracker.
- Maintain centralized databases for sales activities and customer records.
- Ensure data consistency between CRM systems, Excel reports, and booking records.
- Maintain proper documentation and confidentiality of company and customer information.
- Establish standardized reporting formats and improve data quality.

E. Sales & Operations Coordination

- Coordinate with the Operations team for the status of confirmed bookings and upcoming departures.
- Track the handover of confirmed bookings from Sales to Operations.
- Monitor pending customer documents, travel vouchers, confirmations, and other booking-related requirements.
- Escalate discrepancies, delayed follow-ups, and booking-related issues to the concerned teams.
- Support smooth communication between Sales, Operations, and Finance.

F. Reporting Automation & Process Improvement

- Use Advanced MS Excel features such as Pivot Tables, XLOOKUP/VLOOKUP, SUMIFS, COUNTIFS, charts, and dashboards.




- Identify opportunities to automate repetitive reporting tasks and reduce manual errors.
- Use Google Sheets, Power Query, Power BI, or CRM reporting tools wherever applicable.
- Recommend improvements in sales tracking, reporting formats, and internal processes.

4. Educational Qualifications

- Graduate in Commerce, Business Administration, Statistics, Mathematics, Computer Applications, or a related discipline.
- Certification in Advanced Excel, MIS, Data Analytics, or Power BI will be an added advantage.

5. Experience & Technical Skills

- 3–5 years of relevant experience in Sales MIS, Sales Coordination, Business Reporting, or Sales Operations.
- Advanced working knowledge of MS Excel and data analysis.
- Experience in preparing dashboards, sales reports, and management summaries.
- Working knowledge of CRM software and Google Sheets.
- Knowledge of Power BI or Power Query will be preferred.
- Experience in the tours and travel, hospitality, or service industry will be an advantage.

6. Key Performance Indicators (KPIs)

Performance will be evaluated based on:

1. MIS Accuracy: Accuracy and completeness of sales and revenue reports.
2. Reporting Timeliness: Submission of daily, weekly, and monthly reports within deadlines.
3. Sales Tracking: Timely monitoring of leads, follow-ups, quotations, and conversions.
4. Target Monitoring: Accurate reporting of sales targets versus actual achievements.
5. Data Management: Timely updates and consistency across CRM and reporting systems.
6. Revenue Tracking: Accuracy of booking values, collections, and outstanding payment reports.
7. Issue Identification: Timely identification and escalation of data discrepancies and sales performance gaps.
8. Process Improvement: Reduction in manual reporting effort and avoidable data errors.
9. Coordination: Effective follow-up with Sales, Operations, and Finance teams.

7. Compensation & Advantages

- Salary Offered: 18,000–22,000 per month, negotiable based on experience and skills.
- Performance-based incentives, if applicable, as per company policy.
- Opportunity to develop expertise in sales analytics and travel business operations.
- Professional growth opportunities within Urban Yatra.

📌 Senior Sales and MIS Executive (Bhubaneswar)
🏢 Urban Yatra
📍 Bhubaneswar