MIS - Co-ordinator_Sales_0892_0261_1008549

JD : MIS Coordinator - Sales

Department

Sales / Business Banking / Retail Liabilities

Location

As per business requirement

Role Purpose

The MIS Coordinator - Sales is responsible for managing sales-related data, generating MIS reports, maintaining dashboards, supporting sales teams with actionable insights, and ensuring data accuracy for decision-making. The role requires strong analytical abilities and expertise in data management tools to drive sales productivity and operational efficiency.

Key Responsibilities

1. Reporting & Dashboard Management

• Prepare and publish daily, weekly, monthly, and ad hoc MIS reports for sales leadership and stakeholders.
• Develop and maintain dashboards, scorecards, and performance trackers.
• Generate management presentations, infographics, and analytical reports for business reviews.
• Monitor key sales metrics and provide trend analysis to support business decisions.

2. Sales Performance Support

• Provide accurate data extracts and customer databases to support sales campaigns and acquisition activities.
• Track sales productivity, conversion ratios, lead management, and business performance.
• Support sales managers with actionable insights for target achievement and portfolio growth.
• Ensure timely dissemination of sales performance reports across regions and channels.

3. Data Management & Analysis

• Manage large datasets and ensure data integrity across systems.
• Perform data validation, reconciliation, and error correction.
• Analyze customer, sales, and business data to identify opportunities and performance gaps.
• Automate recurring reports and processes to improve efficiency.

4. Compliance & Risk Management

• Ensure adherence to internal policies, audit requirements, and data governance standards.
• Support RCSA (Risk & Control Self-Assessment) processes and compliance checks.
• Maintain confidentiality and security of business and customer data.
• Ensure proper documentation of MIS processes and reporting templates.

5. Ad-hoc Reporting & Stakeholder Coordination

• Fulfill business-specific data requests within agreed timelines.
• Coordinate with Sales, Operations, Product, Analytics, and Technology teams for reporting requirements.
• Support business reviews, audits, management meetings, and strategic projects through data-driven insights.

Eligibility Criteria

Educational Qualification

• Graduate in any discipline.
• MBA or Post Graduate qualification preferred.

Experience

• Minimum 3-5 years of experience in MIS, Sales Analytics, Business Reporting, or Data Management.
• Experience in Banking, Financial Services, NBFCs, Contact Centers, or Sales Support functions preferred.

Required Skills

Technical Skills

• Advanced Microsoft Excel (VLOOKUP, HLOOKUP, XLOOKUP, Pivot Tables, Power Pivot, Power Query).
• VBA Macros and report automation.
• MS Access and database management.
• PowerPoint and presentation development.
• Knowledge of SQL, Power BI, Tableau, or other BI tools would be an added advantage.

Analytical Skills

• Strong numerical and analytical aptitude.
• Ability to interpret sales performance trends and business metrics.
• Data reconciliation and quality-checking capabilities.

Behavioral Competencies

• High attention to detail and accuracy.
• Strong communication and stakeholder management skills.
• Ability to work under tight deadlines and manage multiple priorities.
• Problem-solving and process-improvement mindset.
• Flexible to work in dynamic business environments and shifts as required.

Key Performance Indicators (KPIs)

• Timely and accurate MIS report publication.
• Dashboard accuracy and data quality.
• Sales productivity improvement through actionable insights.
• Turnaround time for ad hoc requests.
• Compliance with audit and data governance requirements.
• Automation and process efficiency initiatives undertaken.