Job Title: MIS Executive
Industry: Loan / Financial Services
Department: MIS / Operations
Experience: 1–6 Years
Location: Brovali West
Employment Type: Full-Time
Job Summary
We are looking for an experienced and detail-oriented MIS Executive to manage daily reports, data analysis, and MIS activities for our loan business. The candidate will be responsible for maintaining accurate data, preparing management reports, tracking business performance, and coordinating with sales and operations teams.
Key Responsibilities
Prepare and maintain daily, weekly, and monthly MIS reports.
Track loan leads, applications, login, approval, disbursement, rejection, and pending cases.
Maintain and update sales and branch-wise performance reports.
Prepare employee/team-wise productivity and performance reports.
Monitor lead status and ensure timely updating of data.
Prepare reports related to DSA/DST, Telecalling, FOS, Team Leaders, and Sales Managers.
Coordinate with Sales, Operations, Accounts, and Management teams for data requirements.
Identify data discrepancies and ensure accurate reporting.
Maintain proper records and databases of loan-related information.
Prepare target vs. achievement reports and productivity analysis.
Generate ad-hoc reports as required by management.
Ensure timely submission of daily/monthly reports.
Maintain confidentiality and accuracy of company and employee data.
Required Skills
Strong knowledge of MS Excel and Google Sheets.
Good knowledge of VLOOKUP/XLOOKUP, Pivot Tables, SUMIF/SUMIFS, COUNTIF/COUNTIFS, IF formulas, and data filtering.
Experience in preparing MIS reports and dashboards.
Good analytical and data-management skills.
Excellent attention to detail.
Good communication and coordination skills.
Ability to work with large volumes of data and meet deadlines.
Experience in the loan/NBFC/financial services industry will be preferred.
Preferred Experience
Candidates with experience in Personal Loan, Business Loan, Home Loan, LAP, or other lending products will be preferred.
Key Performance Indicators (KPIs)
Accuracy of MIS reports
Timely submission of reports
Data accuracy and reconciliation
Daily productivity tracking
Lead and disbursement tracking
Management reporting and analysis