MIS Executive at insurance broking company · Mumbai, Navi Mumbai · 1 - 5 years · ₹2.5L - ₹3L / yr · Posted 9 Jul 2026

Job Title: MIS Operations Executive
Location: Mumbai, Maharashtra
Industry: Insurance
Experience Required: 1 -5 Years
Job Summary:
We are seeking a detail-oriented and analytical MIS Operations Executive to support data management, reporting, and operational efficiency within our insurance business. The ideal candidate will be responsible for generating accurate reports, maintaining databases, and assisting in decision-making through data insights.
Key Responsibilities:
- Prepare daily, weekly, and monthly MIS reports related to sales, operations, and performance metrics
- Collect, analyze, and validate data from multiple sources to ensure accuracy and consistency
- Maintain and update databases, dashboards, and reporting systems
- Support business teams with ad hoc data requests and analysis
- Identify trends, discrepancies, and areas for improvement in operational processes
- Ensure timely submission of reports to management
- Coordinate with cross-functional teams (sales, underwriting, claims) for data requirements
- Assist in automation of reports using Excel or MIS tools
Key Skills Required:
- Strong proficiency in MS Excel (Pivot Tables, VLOOKUP, formulas)
- Basic knowledge of MIS reporting and data analysis
- Good analytical and problem-solving skills
- Attention to detail and accuracy
- Ability to manage deadlines and multitask
- Good communication and coordination skills
Preferred Qualifications:
- Bachelor’s degree in Commerce, Business Administration, or related field
- Familiarity with insurance processes (policies, claims, underwriting) is a plus
- Knowledge of tools like Power BI, SQL, or advanced Excel will be an advantage
Salary: As per industry standards
Working Hours: Full-time
Career Growth: Opportunity to grow into senior MIS roles, data analytics, or operations management within the insurance domain

Similar jobs (10)
Position: MIS Executive
Experience: 1–2 Years
Industry: Finance / Banking / NBFC
Employment Type: Full-Time
Job Summary
We are looking for a detail-oriented MIS Executive to manage reporting, data analysis, and business information. The ideal candidate should have a Commerce/Finance background with strong Excel and coordination skills.
Key Responsibilities
· Prepare and maintain daily, weekly, and monthly MIS reports.
· Collect, analyze, and validate business data.
· Maintain Excel-based reports and dashboards.
· Perform data reconciliation and identify discrepancies.
· Coordinate with internal teams for timely data collection.
· Provide accurate reports and insights to management.
· Maintain proper records and documentation.
Requirements
· Graduate, preferably B.Com / Finance / Commerce.
· 1–2 years of relevant experience in Finance, Banking, or NBFC.
· Good knowledge of MS Excel and basic accounting.
· Understanding of banking/financial products.
· Strong communication, coordination, and analytical skills.
· High attention to detail and ability to meet deadlines.
To Apply
HR Swati
Greetings from zealous!
Role: MIS Executive
Location: Chennai
Experience Required: 1 to 2 Years
Preferred Candidate: Male Candidates Only
Job Description
We are looking for a MIS Executive with 1–2 years of experience to join our team in Chennai. The ideal candidate should have strong expertise in Advanced Excel, MIS reporting, and data management.
Key Responsibilities
- Prepare and maintain daily, weekly, and monthly MIS reports
- Generate accurate reports and dashboards for management review
- Analyze large sets of data and present meaningful insights
- Use VLOOKUP, HLOOKUP, Pivot Tables, and advanced formulas for data analysis
- Develop and maintain Excel macros / VBA automation
- Ensure data accuracy and timely submission of reports
- Coordinate with internal teams for data collection and reporting requirements
- Create and update trackers, performance reports, and management dashboards
- Support business teams with ad-hoc reporting and analysis
Required Skills
- Strong knowledge of Advanced Excel
- Hands-on experience in:
- VLOOKUP
- HLOOKUP
- Pivot Tables
- Macros / VBA
- Advanced Formulas
- MIS Reporting
- Data Analysis
- Good understanding of reporting formats and dashboards
- Strong analytical and problem-solving skills
- Good communication and coordination skills
Qualification
- Any Graduate
- 1 to 2 years of relevant MIS / Reporting experience
Preferred
- Male candidates preferred
- Immediate joiners are an added advantage
Operations Executive
Experience: 0–2 years |
Team: Operations Team
Job Description Operations Executive is responsible for managing day-to-day operations, ensuring smooth workflows, and improving processes for enhanced efficiency. They act as a bridge between various teams, including sales, customer service, and finance, to ensure operational excellence and compliance with company policies. This role requires strong analytical, problem-solving, and organizational skills to support the company’s objectives and deliver exceptional service to clients. Key Responsibilities • Manage day-to-day deal and investment operations • Coordinate with Sales/RMs, Business, Tech & Marketing teams • Ensure updated deal dockets, trackers and operational MIS • Analyse investor, investment and deal-level data • Work extensively on Excel / Google Sheets • Use basic SQL for data extraction and analysis • Support investor-related processes including payouts, reinvestments and settlements • Coordinate with internal teams for documents and pending requirements • Identify operational gaps and drive issues to closure • Support new features/process launches and testing • Identify opportunities for process improvement and automation
Requirements • 0–2 years of experience in Operations / FinTech / Financial Services / Sales Operations • Strong Excel/Google Sheets skills • Good analytical and problem-solving ability • Strong attention to detail • Good communication and stakeholder-management skills • Ability to manage multiple tasks and follow through independently • Interest in financial/investment products is a plus
Internship duration - 3 months
Conversion to a full-time position after the internship will be based on performance.
Position : Executive / Sr. Executive / Assistant Manager – MIS & Reconciliation
Industry : Fintech
Job Location : Gurgaon
Experience :
- Executive / Sr. Executive : 3–6 Years
- Assistant Manager : 5–8 Years
Role Overview :
We are looking for a detail-oriented and analytical MIS & Reconciliation professional to manage management reporting, account reconciliations, data validation, and periodic MIS activities.
The role will be responsible for preparing accurate and timely MIS reports, identifying and resolving reconciliation discrepancies, maintaining data integrity, and coordinating with cross-functional teams. The position will also contribute to process improvement and reporting automation initiatives.
Mandatory Skills :
MIS Reporting, Account Reconciliation, Advanced Excel (VLOOKUP, HLOOKUP, XLOOKUP, Pivot Tables, COUNTIF/COUNTIFS, SUMIF/SUMIFS), Data Analysis, Data Validation, Financial Reporting, and Discrepancy Resolution.
Key Responsibilities :
- Collect, consolidate, validate, and analyze data from multiple sources for MIS reporting.
- Prepare and circulate daily, weekly, monthly, and periodic MIS reports for management review.
- Perform account, transaction, and ledger reconciliations and investigate discrepancies.
- Identify data mismatches, exceptions, and reconciliation breaks and ensure timely resolution.
- Maintain high standards of data accuracy, completeness, and integrity across reporting activities.
- Coordinate with Finance, Operations, Business, and other internal teams to collect and validate required information.
- Maintain and update MIS dashboards, trackers, and reporting formats as required.
- Support audit requirements by preparing relevant reports, reconciliations, schedules, and supporting documentation.
- Ensure adherence to defined reporting processes, controls, and timelines.
- Identify opportunities to improve reporting processes and reduce manual efforts through automation and standardization.
- Assist in developing and maintaining automated MIS reports using advanced Excel and other relevant tools.
- Track key operational and financial metrics and highlight significant variances or exceptions to management.
- Maintain proper documentation of reports, reconciliation workings, processes, and controls.
Key Performance Indicators / Success Criteria :
- Accuracy and timely submission of MIS reports.
- Timely completion and accuracy of account/transaction reconciliations.
- Effective identification and resolution of discrepancies and exceptions.
- Data integrity and adherence to reporting standards.
- Quality of coordination with cross-functional stakeholders.
- Reduction in manual reporting efforts through process improvement and automation.
- Timely support for audits and management reporting requirements.
Mandatory Skills :
Advanced Excel
Strong hands-on experience with Microsoft Excel, including :
- VLOOKUP / HLOOKUP
- XLOOKUP
- COUNTIF / COUNTIFS
- SUMIF / SUMIFS
- Pivot Tables
- Conditional Formatting
- Data Validation
- IF / Nested IF
- INDEX-MATCH
- Data cleaning and consolidation
- Large-data-set handling and analysis
MIS & Reconciliation
- Strong experience in MIS preparation and management reporting.
- Hands-on experience in account / transaction / ledger reconciliation.
- Ability to identify, analyze, and resolve data discrepancies.
- Good understanding of data validation and reporting controls.
Preferred / Additional Skills :
- Basic knowledge of Macros / VBA.
- Experience with Tally ERP 9 or similar accounting/ERP tools.
- Basic understanding of accounting principles and financial transactions.
- Exposure to reporting automation and process improvement.
- Experience working with large volumes of financial or transactional data.
- Good analytical and problem-solving skills.
- Strong communication and stakeholder coordination skills.
Educational Qualification :
Minimum Qualification :
- Bachelor's degree in B.A. / B.Com or equivalent.
Preferred Qualification :
- B.Com
- B.A.
- MBA – Finance / Accounting
Ideal Candidate Profile :
The ideal candidate should have strong hands-on experience in MIS reporting, reconciliation, Excel-based data analysis, and management reporting, preferably within the Fintech, BFSI, financial services, payments, or transaction-driven environment.
The candidate should be highly detail-oriented, comfortable working with large datasets, capable of independently identifying discrepancies, and proactive in improving reporting and reconciliation processes.
About the Role
Work at the intersection of business and technology, supporting operations, data analysis, automation, and digital tools to improve efficiency and growth.
Responsibilities
- Support business operations using tech tools (Excel, CRM, dashboards)
- Analyze data and generate insights for decision-making
- Assist in automation workflows and process improvements
- Coordinate between tech and business teams
- Help in implementing digital solutions and tools
Skills Required
- Basic knowledge of Excel / Google Sheets
- Good analytical and problem-solving skills
- Understanding of business processes
- Interest in technology and automation
Details
- Duration: 3–6 months
- Mode: Remote
- Certificate + PPO based on performance
Key Responsibilities
- Collect, consolidate and manage data from various internal systems, SaaS platforms, CRM/ERP modules, logs, and databases.
- Generate daily, weekly, monthly, and ad-hoc MIS reports and dashboards for operations, sales, finance, customer-support or other relevant teams.
- Use advanced Excel to build, maintain, and manage complex spreadsheets — including pivot tables, VLOOKUP / HLOOKUP / INDEX-MATCH, SUMIF/COUNTIF, conditional formatting, charts/graphs, macros/VBA (if needed) to automate routine reporting tasks.
- Validate and clean data — ensure data integrity, consistency; identify and rectify discrepancies or anomalies.
- Collaborate with cross-functional teams (product, operations, support, finance, sales) to understand their data/reporting needs and deliver appropriate reports/insights.
- Provide ad-hoc data analysis or custom reporting as required by management or US stakeholders.
- Maintain documentation of reporting processes, data definitions/SOPs, report templates, and standard workflows.
- Ensure timely delivery of reports — especially considering night-shift schedule — so that US-based stakeholders receive data at start of their business day.
- Identify opportunities for process improvement and automation to make MIS reporting more efficient and reliable.
Required Skills & Qualifications
- Bachelor’s degree (in IT, Computer Science, Business, Statistics, or related field) or equivalent.
- Strong proficiency in Microsoft Excel — including advanced formulas/functions (VLOOKUP/HLOOKUP/INDEX-MATCH), pivot tables, charts/graphs, conditional formatting, data cleaning, data validation.
- Ability to build and maintain dashboards/reports; comfortable using Excel for recurring and ad-hoc reports.
- Strong analytical and problem-solving skills; ability to work with large datasets, identify trends, anomalies, and draw insights.
- Good communication skills — ability to coordinate with different teams/stakeholders, understand requirements, and present data/insights clearly.
- Readiness for night-shift work from office; ability to work independently, meet deadlines and manage time effectively.

We are looking for a Lead – Information Systems who can combine strong Salesforce/CRM expertise, advanced Excel skills, MIS reporting and business analytics to support data-driven decision-making.
🔹 What We’re Looking For
• Minimum 4 years of hands-on experience with CRM systems, preferably Salesforce
• Minimum 3 years of practical Salesforce experience preferred
• Advanced proficiency in Microsoft Excel, including:
Advanced formulas, Pivot Tables, Power Query, Data analysis, Automation
• Strong experience in MIS reporting, data validation, analysis and presentation of insights
• Proven experience creating and maintaining dashboards, KPI reports and management reports
• Good technical aptitude with the ability to understand business processes and convert them into effective reporting solutions
• Basic to intermediate understanding of finance and business metrics, including revenue, costs, budgeting and financial reporting concepts
• Strong analytical and problem-solving skills
• Excellent stakeholder management and communication skills
• Ability to work independently and convert data into actionable business insights
🔹 Key Responsibilities
• Manage and analyze data from Salesforce/CRM and other business systems
• Develop and maintain MIS reports, dashboards and KPI trackers
• Ensure data accuracy, validation and consistency across reports
• Analyze business data and identify trends, gaps and opportunities
• Translate business requirements into meaningful reports and dashboards
• Work closely with business and functional stakeholders to understand reporting requirements
• Support management with timely and accurate business insights and performance reports
• Identify opportunities to improve reporting processes through Excel, Power Query and automation
• Support CRM-related reporting and process improvements
🎯 Ideal Candidate
Someone who is comfortable working at the intersection of CRM + MIS + Excel + Business Analytics, and can go beyond preparing reports to explain what the data means and what action the business should take.
Job Title: Corporate Quality MIS Analyst – Automotive / Wiring Harness
Location: Goregaon East
Experience: 3–7 Years
Industry: Automotive / Auto Components / Wiring Harness
Role Type: Corporate HO-Based
Job Summary
We are looking for a Corporate Quality MIS Analyst with 3–7 years of experience in the Automotive, Wiring Harness, or Auto Components industry. The candidate will be responsible for consolidating quality data from multiple plants, analysing Quality KPIs, preparing MIS reports and dashboards, and providing management-level insights for quality improvement.
Key Responsibilities
Consolidate plant-wise Quality MIS, KPIs, and performance reports.
Analyse PPM, rejection, rework, FPY, customer complaints, CAPA, and 8D data.
Prepare quality MIS reports, dashboards, trend analysis, and management presentations.
Coordinate with Plant Quality Teams to ensure timely and accurate data submission.
Identify quality trends, deviations, recurring issues, and improvement opportunities.
Maintain standardized Corporate Quality MIS formats, databases, and reporting systems.
Support management reviews with accurate quality data and analytical insights.
Track plant-wise quality performance and highlight gaps against defined targets.
Key Requirements
3–7 years of experience in Quality MIS / Quality Reporting within Automotive, Wiring Harness, or Auto Components.
Strong understanding of Quality KPIs, MIS reporting, and data analysis.
Advanced proficiency in MS Excel, including Pivot Tables, VLOOKUP/XLOOKUP, and dashboards.
Good knowledge of PowerPoint and management presentation preparation.
Knowledge of 7 QC Tools, 8D, CAPA, Root Cause Analysis, PPM, Rejection, Rework, and FPY.
Strong analytical, coordination, communication, and reporting skills.
Experience coordinating with multiple plant/quality teams will be preferred.
We’re looking for a dynamic and driven Data Analyst to join our team of technology enthusiasts. This role is crucial in transforming data into insights that support strategic decision-making and innovation within the insurance technology (InsurTech) space. If you’re passionate about working with data, understanding systems, and delivering value through analytics, we’d love to hear from you.
What We’re Looking For
- Proven experience working as a Data Analyst or in a similar analytical role
- 5+ Years of experience in the field
- Strong command of SQL for querying and manipulating relational databases
- Experience with Power BI for building impactful dashboards and reports
- Familiarity with QlikView and Qlik Sense is a plus
- Ability to communicate findings clearly to technical and non-technical stakeholders
- Knowledge of Python or R for data manipulation is nice to have
- Bachelor’s degree in Computer Science, Statistics, Mathematics, Economics, or a related field
- Understanding of the insurance industry or InsurTech is a strong advantage
What You’ll Be Doing:
- Delivering timely and insightful reports to support strategic decision-making
- Working extensively with Policy Administration System (PAS) data to uncover patterns and trends
- Ensuring data accuracy and consistency across reports and systems
- Collaborating with clients, underwriters, and brokers to translate business needs into data solutions
- Organizing and structuring datasets, contributing to data engineering workflows and pipelines
- Producing analytics to support business development and market strategy
We are looking for a detail-oriented and analytical Data Analyst to join our team. The ideal candidate will be responsible for collecting, analyzing, and interpreting data to identify trends, generate insights, and support business decision-making.
The candidate should be comfortable working with large datasets, creating reports and dashboards, and communicating findings clearly to business stakeholders.
Key Responsibilities
- Collect, clean, organize, and analyze data from multiple sources.
- Identify trends, patterns, anomalies, and business opportunities from data.
- Create dashboards, reports, and visualizations for business teams.
- Track and report key performance indicators (KPIs).
- Perform ad-hoc analysis to support business and management decisions.
- Develop and maintain automated reports where possible.
- Work with stakeholders to understand reporting and analytical requirements.
- Ensure data accuracy, consistency, and quality.
- Present analytical findings in a clear and actionable manner.
- Maintain documentation for reports, dashboards, and data processes.














