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Senior Executive - Digital Business Group

HDFC ERGO

1 - 2 years

Delhi

Posted: 03/03/2026

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Job Description

Core MIS Responsibilities

  • Prepare daily, weekly, and monthly MIS reports on call centre performance.
  • Track key metrics such as:
    • Calls dialed / connected
    • Leads received and contacted
    • Policies sold
    • Conversion rates
    • Premium collected
    • Agent-wise and team-wise performance
  • Ensure accuracy and timeliness of all reports shared with Sales and Management.
  • Maintain and update master trackers for leads, sales, and agent productivity.
  • Share end-of-day (EOD) and start-of-day (SOD) reports with stakeholders.

Data Management & Reporting

  • Extract data from CRM, dialer systems, spreadsheets, or internal tools.
  • Clean and organize raw data to ensure consistency and correctness.
  • Maintain historical data for trend and performance comparison.
  • Support audits and management reviews by providing required data.

Basic Data Analytics Support

  • Analyse sales and call data to identify basic trends and patterns.
  • Highlight gaps such as:
    • Low conversion ratios
    • Drop in call connectivity
    • Underperforming agents or campaigns
  • Generate simple insights and summary notes to support decision?making.
  • Compare target vs achievement at agent and team levels.

Sales & Operations Support

  • Share agent-wise scorecards and performance dashboards.
  • Assist Sales Managers with campaign tracking and outcome analysis.
  • Provide data support for:
    • Incentive and payout calculations
    • Contest performance tracking
    • Productivity improvement initiatives
  • Coordinate with Sales, Quality, and Operations teams to resolve data discrepancies.

About Company

HDFC ERGO General Insurance is a leading private sector general insurance company in India, formed as a joint venture between HDFC Ltd. and ERGO International (a part of the Munich Re Group). The company offers a wide range of insurance products including health, motor, travel, home, and commercial insurance. Known for its customer-centric approach, strong digital infrastructure, and quick claims processing, HDFC ERGO serves millions of individuals and businesses across the country, making it a trusted name in the Indian insurance industry.

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