MIS Manager-Affluent-Priority-Product Manager

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.