Associate Manager - MIS & Sales Coordination (Banca)

Role Overview:

The Banca - Virtual Channel MIS Executive/Analyst will be responsible for designing, managing, and delivering highquality data insights, performance dashboards, and business analytics for Virtual Managed Channels. The role ensures accurate reporting, timely forecasting, and actionable insights that support business heads, regional heads, and central leadership in driving sales productivity, improving process efficiency, and strengthening decision-making.

Key Responsibilities:

1. Performance Reporting & Dashboards

Prepare daily/weekly/monthly MIS reports for Virtual Channels (Classic, Prime, Hybrid).

Track core KPIs including:

EPI (Expected Premium Income)

NOP

Market Share %

Conversion %

Login Growth YoY

Call Productivity Metrics (Contactability, Pitch %, Fix %, Conversion %)

Product Mix UL, NonPar Savings, Protection

Publish dashboards for management review (BH, RH, Unit Heads).

2. Sales Funnel & Activity Tracking

Monitor lead flow and funnel metrics:

Lead allocation

Calling productivity

Lead ageing & leakage

Highlight action points for low-performing units and individuals (CSMs/THs/RMs).

Provide insights to drive contest performance and month-end closures.

3. Data Analysis & Business Insights

Analyse business trends at Channel/Unit/CSM/TH level.

Identify gaps in performance and propose corrective actions.

Run cohort analysis for:

High propensity maturities

Cross-sell/up-sell opportunities

Re-churn analysis for non-connect base

Build predictive views for sales planning and interventions.

4. Governance, Compliance & Quality

Ensure 100% data accuracy and timely report delivery.

Maintain compliance in data handling and storage.

Track process adherence across units (documentation, F2F norms, HNI case handling, ERP recognition entries).

5. Automation & Process Improvement

Develop automated dashboards (Excel, Power BI preferred).

Improve efficiency of MIS generation and reduce manual dependency.

Simplify data output formats for WhatsApp-ready communication and one-pagers.

6. Contest & Incentive Tracking

Track contest performance (e.g., region-specific drives like Delhi Dil Se”, “North Dil Se”).

Publish leaderboards, reward eligibility, and performance gaps.

Ensure timely and transparent contest MIS throughout the contest period.

Required Skills & Competencies

Technical Skills

Advanced Excel (Pivot, Look up etc.)

Power BI/Tableau (good to have)

Strong command on MIS structuring, data hygiene, and reconciliation

Knowledge of CRM calling platforms, lead management systems

Familiarity with insurance/bancassurance metrics

Behavioral Skills

Analytical thinking with strong problemsolving ability

High accuracy & attention to detail

Ability to work with tight timelines and multiple stakeholders

Crisp communication skills for leadership-ready reports

Ownership mindset and proactive approach

Educational Qualification & Experience

Graduate/Post-Graduate

2–5 years of experience in MIS/Data Analysis (Insurance/BFSI preferred)

Experience in Virtual/Remote Sales Channel MIS will be an added advantage

Key Deliverables

Daily productivity dashboard for Classic channel

Weekly leadership review pack with insights & actionables

Monthly business performance pack for BH/RH review

Contest tracking dashboards & WhatsApp-ready leaderboards

Lead funnel analysis & actionable insights for underperforming teams

Automated MIS templates with minimal manual intervention

Role: Sales Support & Operations - Other,

Industry Type: Insurance,

Department: Sales & Business Development,

Employment Type: Full Time, Permanent

Role Category: Sales Support & Operations