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.