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Kotak Mahindra Bank

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Customer 360 Data Intelligence_HO & SUPPORT_0893_1288_1003040

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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

Skills

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