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Kotak Securities Ltd

Posted 25 Aug 2026

Alternate Channel - Mid Office - Sales - South

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Employment
Full time
Team
KMBL
Posted
25 Aug 2026

About the role

Key Responsibilities

MIS Reporting & Data Management

  • Prepare daily, weekly, and monthly MIS reports for management review.
  • Consolidate data from multiple sources and maintain data integrity.
  • Ensure timely delivery of business reports with high accuracy.
  • Develop and maintain reporting templates and databases.

Dashboard & Analytics

  • Create and manage dashboards using Excel, Power BI, or other reporting tools.
  • Analyse operational and customer service performance metrics.
  • Generate insights and recommendations based on data trends.
  • Support leadership with ad-hoc analysis and reporting requirements.

Process Automation

  • Identify opportunities to automate manual reporting processes.
  • Develop automated reports using Excel formulas, Power Query, Power Pivot, VBA, Python or Power Automate.
  • Improve reporting efficiency and reduce manual intervention.

Performance Tracking

  • Track KPIs and business performance indicators.
  • Monitor SLA adherence, productivity, quality scores, customer complaints, and other operational metrics.
  • Highlight performance gaps and areas requiring management attention.

Data Quality & Governance

  • Validate data accuracy and consistency across reports.
  • Maintain proper documentation and version control of reports.
  • Ensure confidentiality of business data.

Key Performance Indicators (KPIs)

  • Report Accuracy
  • On-Time Report Submission
  • Dashboard Utilization
  • Data Quality Score
  • Automation Initiatives Implemented
  • Turnaround Time for Ad-hoc Requests
  • Reporting Process Efficiency

Qualifications

  • Bachelor's Degree in related field.
  • 1-4 years of experience in MIS Reporting, Data Analysis, or Business Reporting.
  • Experience in customer service, operations, or BPO environments will be an added advantage.

Technical Skills

Mandatory

  • Advanced Microsoft Excel
    • Pivot Tables
    • XLOOKUP/VLOOKUP
    • INDEX-MATCH
    • IF, SUMIFS, COUNTIFS
    • Data Validation
    • Conditional Formatting
    • Dashboard Creation

Preferred

  • Power BI
  • Power Query
  • Power Pivot
  • Power Automate
  • Power Apps
  • Python
  • VBA/Macros
  • SQL Basics
  • Microsoft Office Suite

Behavioural Competencies

  • Strong analytical and problem-solving skills.
  • High attention to detail and accuracy.
  • Excellent organizational skills.
  • Ability to manage multiple reports simultaneously.
  • Strong communication and stakeholder management skills.
  • Proactive mindset with continuous improvement orientation

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