Team Member - Analytics Persistency - Thane

• Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)*
  
  

Key Result Areas *

Supporting Actions*

Power BI Dashboarding

• Design, develop and maintain automated dashboards in Power BI for business reporting and performance tracking.
• Build dashboards that provide a clear view of persistency, channel, cohort and product-level performance.
• Ensure dashboards are user-friendly, refreshable and aligned to stakeholder requirements.
  
  

Reporting Automation

• Replace manual MIS with automated and refreshable reports.
• Improve accuracy, consistency and timeliness of recurring business reports.
• Reduce manual dependency by identifying repeatable reporting processes for automation.
  
  

Data Accuracy & Validation

• Ensure high data quality, consistency and reliability across all dashboards and reports.
• Perform validation checks across source data, dashboards and published MIS.
• Highlight data mismatches, exceptions and gaps for timely correction.
  
  

Insight Generation

• Analyse data trends and generate actionable insights to support business decision-making.
• Identify which cohorts are performing well, where adoption is lagging and where targeted interventions are required.
• Provide insight-led inputs on persistency, renewal, SI, rider addition and related business priorities.
  
  

Channel Engagement Support

• Partner with the channel engagement team to provide insights, identify performance gaps and recommend corrective actions.
• Support tactical decision-making through channel, region, product and cohort-wise analysis.
• Enable targeted engagement with business teams based on data-backed observations.
  
  

Continuous Improvement

• Identify opportunities to enhance existing reports through automation and improved visualization.
• Recommend improvements in reporting structure, dashboard usability and data interpretation.
• Support process improvement initiatives by bringing strong understanding of database maintenance and reporting logic.