- Department: Sundaram Distribution
- Business Units Covered:
- Wealth Management
- Investments
- Home Loans
- Insurance (Asset & Health)
- SME
- Location: Head Office, Tamil Nadu

2. Position Details

- Job Title: MIS & Special Projects Analyst
- Grade / Band:
- Employment Type: Full-Time
- Number of Positions:

3. Purpose of the Role To support business decision-making through robust MIS reporting, analytics and execution of cross-functional strategic projects across Sundaram Distribution businesses including Wealth, Investments, Loans, Insurance, and SME.

4. Key Responsibilities

A. MIS & Reporting

- Design, develop, and maintain business MIS dashboards
- Generate daily / weekly / monthly performance reports
- Track:
- Revenue
- AUM (Assets Under Management)
- Disbursements (Loans)
- Insurance premium / policy metrics
- SME portfolio performance

- Ensure data accuracy, reconciliation and validation
- Automate reports using Excel / BI tools where possible

B. Business Analytics

- Analyze performance trends across:
- Wealth
- Investments
- Home Loans
- Insurance (Asset & Health)
- SME

- Provide actionable insights to senior management
- Identify revenue leakages, inefficiencies, and growth opportunities
- Support forecasting and budgeting exercises

C. Special Projects

- Work on cross-functional strategic projects, such as:
- Current product launches
- Sales productivity improvement initiatives
- Channel performance optimization
- Digital / process transformation

- Coordinate with:

- Sales teams
- Product teams
- Finance
- Operations

- Track project milestones and deliverables

D. Stakeholder Management





- Interact with senior leadership for reporting needs
- Act as a data support partner to business heads
- Ensure timely delivery of insights and reports

E. Process Improvement

- Identify and implement automation initiatives
- Improve MIS processes and reduce turnaround time
- Standardize reporting formats across business verticals

5. Key Deliverables / KPIs

- Timely MIS delivery (TAT adherence)
- Accuracy of reports (>99%)
- Automation of manual reporting
- Insight-based decision support
- Successful execution of strategic projects

6. Eligibility Criteria

Educational Qualification

- MBA / PGDM (Finance / Analytics preferred)
- OR CA / CFA (preferred but not mandatory)
- Strong academic background

Experience

- 2–5 years (can be adjusted)
- Experience in:
- Financial services / NBFC / Wealth / Banking
- MIS reporting and analytics
- Cross-functional project execution

Technical Skills

- Advanced Excel (mandatory)
- Power BI / Tableau (preferred)
- SQL (good to have)
- Strong data handling and modelling skills

Functional Skills

- Understanding of:
- Wealth Management
- Mutual Funds / Investments
- Loan Products (Home Loans preferred)
- Insurance products
- SME business

Behavioural Competencies

- Analytical thinking
- Strong problem-solving
- Attention to detail
- Ability to work under tight timelines
- Stakeholder management

7. Justification for Hire

- Increasing complexity across multi-line businesses
- Need for centralized MIS and analytics support
- Support leadership with real-time decision-making
- Execution bandwidth for strategic initiatives

8. Replacement / New Role

- New Role

📌 MIS & Special Projects Analyst (Chennai)
🏢 Sundaram Finance
📍 Chennai