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

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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 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.
Key Responsibilities:
- Manage FP&A, budgeting, forecasting and financial planning.
- Prepare and analyze P&L, MIS, Budget vs Actuals and variance reports.
- Drive monthly/quarterly financial reporting and business reviews.
- Perform revenue, cost and expense analysis and identify improvement opportunities.
- Support business teams and management with financial insights and decision-making.
- Manage rolling forecasts, financial models and KPI reporting.
- Analyze working capital, profitability and business performance.
- Drive process automation and standardization using advanced Excel/ERP tools.
- Work closely with cross-functional teams such as Sales, Operations, Supply Chain and Business teams.
- Support management presentations, strategic planning and ad-hoc financial analysis.
Preferred Profile
- Qualified Chartered Accountant (CA).
- 6.5–10 years of relevant experience in finance/accounting.
- Strong hands-on experience in MIS, AP/P2P, controllership, audit and compliance.
- Experience with India and US finance operations / US GAAP.
- Exposure to startup/product/SaaS environments preferred.
- Experience with fundraising, due diligence or investor reporting is a strong advantage.
- Prior experience working with Founders/CXOs/Leadership preferred.
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At Nineleaps, we work on bleeding-edge technology with class-leading engineering practices on products that touch the lives of millions of users. We endeavor on doing things the right way, while also promoting a culture of excellence.
About the Role:
We are looking for a Data Analyst with strong analytical and problem-solving skills to transform complex data into meaningful, actionable business insights. The role involves working with large datasets, conducting deep-dive analysis, driving automation, and supporting data-driven product and business decisions.
Key Responsibilities:
- Analyse historical and large datasets to understand data sources, identify trends and patterns, and uncover meaningful insights.
- Write complex SQL queries and leverage Python to perform data analysis, ad hoc investigations, and solve business problems.
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- 3–6 years of experience in Data Analytics, Business Intelligence, Data Engineering, or a similar analytical role.
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Company Link: https://www.nineleaps.com/
Company LinkedIn: https://www.linkedin.com/company/nineleaps/
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