MIS Manager-Affluent-Priority-Product Manager

11 hours ago


Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 20,00,000 - ₹ 25,00,000 per year

About The Role  

Role:  MIS Manager Affluent (Lead)

Grade:  M5

Location:  Mumbai

"¢ Lead and manage the MIS team responsible for daily, monthly, and quarterly reporting across all key metrics (e.g., NTB, AUM, revenue, RM productivity).

"¢ Guide team members in prioritizing tasks, validating data accuracy, and meeting stakeholder expectations.

"¢ Ensure timely and error-free delivery of reports and dashboards.

"¢ Collaborate with segment heads, zonal teams, and product heads to understand key business needs and translate them into actionable MIS.

"¢ Present performance trends, risk indicators, and opportunities for improvement in business reviews.

"¢ Drive the transition from static reports to dynamic dashboards using tools like Power BI/Tableau.

"¢ Identify opportunities to automate manual MIS processes and enhance data delivery speed.

"¢ Maintenance of RM-level scorecards covering productivity, cross-sell, and client engagement.

"¢ Ensure adherence to data governance norms, version control, and audit trails for MIS shared across teams.

"¢ Address internal and external audit requirements related to MIS processes.

"¢ Maintain high standards of data confidentiality and access control.

"¢ Lead discussions on MIS enhancements, new data needs, and campaign tracking frameworks.



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