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    Job · 21399578

    MUMBAI · FULLTIME

    Customer 360 Data Intelligence_HO & SUPPORT_0893_1288_1003040

    Kotak Securities

    Kotak Securities

    Mumbai · onsite · Posted 2d ago

    Sourced fromFoundit
    Not disclosedFresherfulltimeMumbai

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    Section · 01

    About this role

    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

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    Section · 02

    Skills

    power queryAnalyticsPivot TablesBasic StatisticsMacrosLookupsPower BiTableauSQLData Visualizationexcel

    Section · Company

    About Kotak Securities

    Kotak Securities

    Kotak Securities

    Financial Services

    4.6k+

    employees

    1994

    32 years old

    Mumbai, Maharashtra

    India

    ₹8.5L PA avg

    Avg at Kotak Securities

    About

    Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.6/ 5

    Culture

    2.8

    Career growth

    3.0

    Work-life

    3.7

    Employees rate it well for

    Work-Life Balance36Overall Company36

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