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Job Title: Senior MIS Executive

Location: Sharnam Metrolinks, Amraiwadi, Ahmedabad

Working Days: 6 Days a Week

Employment Type: Full-Time

Job Summary

We are seeking a highly analytical and detail-oriented Senior Data Analyst to lead data

management, reporting, automation, and system development initiatives across the organization.

The role focuses on transforming raw data into meaningful insights, designing and implementing

automated systems, strengthening data structures, and supporting cross-functional teams with

accurate, actionable intelligence to drive strategic and operational business decisions.

Key Responsibilities

1. Data Management & Reporting

● Collect, clean, validate, and consolidate data from multiple internal and external sources.

● Prepare and deliver daily, weekly, and monthly MIS reports for management and

departments.

● Design, develop, and maintain dashboards to track KPIs, performance metrics, and

operational trends.

2. Database & Data Accuracy Management

● Manage and regularly update internal databases, spreadsheets, and reporting systems.

● Ensure data accuracy, consistency, integrity, and confidentiality across all platforms.

● Implement best practices for data validation, version control, and audit checks.

3. Data Analysis & Business Insights

● Analyze large and complex datasets to identify trends, patterns, gaps, and anomalies.

● Translate data findings into clear, actionable insights and recommendations to support

strategic and operational decision-making.

4. Reporting Automation, System Recommendation & Implementation

● Identify opportunities to replace manual or semi-manual processes with automated,

data-driven systems.

● Design and implement automated reporting frameworks, dashboards, and data pipelines

using Excel (Power Query, VBA, Macros), SQL, BI tools, and Python.

● Proactively suggest new automation tools, system enhancements, or integrations to

improve efficiency, accuracy, and scalability.

● Lead the end-to-end implementation of approved automation initiatives, including

requirement gathering, system design, testing, deployment, and stabilization.

● Continuously monitor and optimize automated systems in line with business growth and

evolving data needs.

5. Cross-Functional Coordination & Support

● Collaborate with Sales, HR, Finance, Operations, and other departments to understand

reporting and data requirements.

● Provide support for ad-hoc analysis, custom reports, and special data requests.

● Act as a data partner to department heads for decision support and performance tracking.

6. Documentation & Compliance

● Maintain complete and updated documentation for MIS processes, reports, data models,

automation logic, and system changes.

● Ensure compliance with company data governance policies and applicable data protection

standards.

System Development & Data Structuring Responsibilities

● Study and understand departmental workflows to evaluate how data is generated,

processed, and utilized.

● Review existing manual and digital data systems to identify operational gaps, risks, and

improvement opportunities.

● Recommend structured data models, reporting formats, and storage solutions aligned with

business requirements.

● Coordinate with department heads to define data structures, access levels, and reporting

standards.

● Implement new or upgraded data systems (Excel-based models, cloud platforms, ERP

integrations) with minimal operational disruption.

● Design structured data formats and role-based access controls to ensure secure and

organized data management.

● Train employees on newly implemented systems and provide post-implementation

support.

● Monitor system performance, resolve issues, and continuously improve systems based on

user feedback and organizational growth.

Qualifications & Experience

● Bachelor’s degree in Commerce, Statistics, Computer Applications, or a related field.

● 3–5 years of experience in data analytics, reporting, or system automation roles.

● Strong analytical thinking, logical reasoning, and problem-solving abilities.

● High attention to detail with excellent organizational and documentation skills.

Technical Skills (Must Have)

● Advanced Excel: Power Query, Power Pivot, VBA basics, Macros, Charts

● Python or R: Data cleaning, analysis, automation (Pandas, NumPy, etc.)

● BI Tools: Power BI or Tableau (DAX, data modeling, dashboard optimization)

● Data Warehousing Concepts: ETL processes, OLAP, Star/Snowflake schema

● Google Apps Script: Automation in Google Sheets, custom functions, triggers, API

integrations, workflow optimization

Preferred Skills

● Strong verbal and written communication skills

● Ability to handle sensitive and confidential information responsibly

● Quick learner with a tech-savvy, improvement-driven, and solution-oriented mindset

The Relationship Manager - Retail Sales is responsible for driving business growth through client acquisition, agent

management, and achieving Gross Written Premium (GWP) targets. The role involves recruiting, onboarding, and supporting

agents while maintaining strong relationships with clients and partners. The individual will ensure adherence to business

processes, provide accurate quotations, and facilitate the sale of insurance products to achieve sales and revenue goals.

1. Client Acquisition and Sales Target Achievement:

 Conduct regular visits to societies, buildings, colonies, and industrial areas to introduce Mialtus’s insurance products.

 Convince potential clients to purchase insurance policies, guiding them through the quotation, closure, and onboarding

process.

 Achieve individual sales targets by visiting a minimum of five societies daily and maintaining a proactive client

engagement strategy.

 Focus on maximizing GWP across various insurance products to meet monthly sales goals.

2. Agent Management and Recruitment:

 Maintain a network of 40-45 agents, ensuring at least 60% remain active monthly.

 Conduct daily follow-ups and regular visits (4-5 agents daily) to drive new business and renewals.

 Source, recruit, and onboard new agents, providing handholding and orientation to build a strong distribution base.

 Engage agents and partners through calls and meetings, providing competitive quotations to facilitate business growth.

3. Quotation and Policy Management:

 Provide accurate and competitive quotations to clients and agents based on their requirements.

 Negotiate and finalize quotations to effectively convert leads into policy sales.

 Collaborate with the underwriting team for health insurance policies to ensure accurate proposals and compliance.

 Conduct quality checks on proposed policies to maintain alignment with company standards.

4. GWP Target Achievement:

 Scale up business volumes through effective agent activation and client engagement.

 Drive GWP growth across various lines, with a specific focus on health insurance through agent partnerships.

 Ensure 100% achievement of monthly GWP targets and contribute to the company’s overall revenue objectives.

5. Relationship Management:

 Build and maintain strong relationships with agents and clients to foster collaboration and enhance productivity.

 Provide training and support to agents to improve performance and increase business output.

 Maintain long-term partnerships with clients by offering exceptional service and addressing their needs effectively.

6. Reporting and Compliance:

 Prepare daily reports on client interactions, leads generated, and policies sold.

 Share weekly MIS reports with management, detailing sales performance and activity metrics.

 Ensure compliance with established business processes and update business details in relevant portals to maintain high

operational standards.

7. Business Quality Maintenance:

 Clearly explain policy terms, conditions, and exclusions to clients to ensure informed decisions.

 Maintain high standards of business hygiene by ensuring accuracy and eliminating errors or malpractice in processes.

We are hiring BDM/BDEs with 1- 6 years of experience in IT service-based sales. Must have strong English skills, lead generation experience, and a proven track record in domestic/international client handling in IT Services.

About the Company:

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.

About the Role:

Role: PMS Operations

This role reports to Managing Director – PMS

Location - Ahmedabad

Candidate shall be responsible for:

• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc

• Month-end reports reconciliation as per SEBI format

• Preparation of MIS

• Assisting the sales team with client/distributor information requests

Qualification:

• 5+ years of experience in PMS / Broking Operations

• Advanced proficiency in Microsoft Excel

• Graduate with a basic understanding of the stock market & PMS

Job Responsibilities & Duties:

• Seminars for Career Guidance.
• Student counseling for career guidance.
• Advise students and parents about institute’s policies and procedures regarding admission, academics, and other activities.
• Maintain a database of student information, telephone logs and student feedbacks in order to generate student reports.
• Prepare reports and proposals, and respond to inquiries from students and external agencies.
• Tele calling to Potential Students for career guidance.
• Invite Potential Students for campus visit and admission Process (Entrance test, GDPI & Final Admission)
• Accepting and filtering student applications
• Processing student registration and payment
• Communicate with applicants about their application status, including acceptance/rejection
• Performs miscellaneous job-related duties as assigned.
• Content Development for E-Mails, Broachers & Websites

Minimum Job Requirements:

• Bachelor's degree; at least 3 year of experience directly related to the duties and responsibilities specified.
• Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.

Knowledge, Skills and Abilities Required:

• Ability to develop and deliver presentations.
• Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
• Ability to gather data, compile information, and prepare reports.
• Ability to communicate effectively, both orally and in writing.
• Knowledge of student admission and retention issues.
• Knowledge of the broad spectrum of available university academic units, curricula, and programs.
• Ability to develop, plan, and implement short- and long-term goals.
• Organizing and coordinating skills.
• Skill in the use of computerized systems and databases.
• Ability to design and write promotional material.
• Ability to evaluate student transcripts and/or records.
• Knowledge of Institute admissions policies, standards, and procedures.