Product Manager-AFFLUENT-Investment Counselors

Department Investment Product Team – Kotak Mahindra Bank Location Kotak Infinity Number of Positions 1 Position Grade M3/M4 ( Data Analytics) Job Role J o b R o l e

• Ensure timely & accurate reporting of all business and product MIS
• Collecting information from different stakeholders, preparation of MIS on transactions and performing reconciliation activities
• Designing dashboards depicting business insights to management
• Analyzing and highlighting various trends, anomalies and issues observed in different processes
• Implementing systems that promote automation and reduce manual activities for both reporting and operational activities
• Handling ad-hoc MIS requests from Business / CS team
• Preparation of analytical presentations and slide shows for reviews
• Suggest process improvements & system enhancements
• Periodic process changes to be incorporated in the SOP
• Co-ordination with various teams to streamline reports
• Adherence to Information Security norms & quality process norms
• To be aware of and comply with any updates about the process
• Streamlining and ensuring uniformity of logic across various products and processes
• Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance Job Requirements J o b R o l e
• Graduate with a decent English communication
• Proficiency in MS Excel, advanced formulas and functions
• Experience in reporting, MIS and data analysis – handling big data, using pivot tables and crunching numbers
• Proficiency in other MS office applications – Word and PowerPoint
• Knowledge of Power BI , Power Query, Python, VBA, SQL or other analytics tools and languages, will be an added advantage
• Education and experience required for this role is Graduate with 3-5 years of work experience; a Management Degree will be added advantage.
• Candidate should have a pleasing personality and should be presentable
• Should be dedicated and display integrity
• Willingness to learn with an attitude of continuous improvement