WorkboxIn

Customer 360 Data Intelligence HO & SUPPORT 0893 1288 1003040

Kotak Mahindra Bank · Mumbai, Maharashtra · Full-time

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