MIS Manager-Affluent-Priority-Product Manager
2 days ago
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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