MIS Executive

Job Description:

Job Title: MIS Executive – Insurance & Mutual Funds (SQL & Advanced Excel)
Department: MIS / Operations / Business Intelligence
Industry: Insurance & Mutual Funds
Location: Sector 142, NOIDA
Experience: 2–5 years
Employment Type: Full-Time
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Job Summary:
We are looking for an experienced MIS Executive with strong skills in SQL and Advanced Excel to manage, automate, and analyze operational and sales data related to Insurance and Mutual Fund (MF) products. The role involves generating reports, ensuring data integrity, and supporting business teams with actionable insights to improve decision-making and compliance.
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Key Responsibilities:
• Develop and maintain daily/weekly/monthly reports for:
o Insurance: Policy issuance, renewal, claim status, premium collections.
o Mutual Funds: SIP tracking, redemptions, folio performance, AUM monitoring.
• Write complex SQL queries to extract, clean, and aggregate data from internal databases and core systems (e.g., CRM, policy admin, MF transaction systems).
• Build dynamic Excel dashboards and reports using PivotTables, VLOOKUP/XLOOKUP, Power Query, charts, etc.
• Automate and optimize recurring reporting processes to reduce manual efforts.
• Collaborate with Sales, Product, and Compliance teams to meet data/reporting requirements.
• Monitor data accuracy, reconcile discrepancies between systems, and ensure compliance with regulatory norms (IRDAI / SEBI).
• Track and analyze business KPIs like conversion ratios, persistency, AUM growth, revenue performance, etc.
• Document and maintain SOPs for all key reporting processes.
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Required Skills:
Technical Skills:
• SQL: Joins, subqueries, data cleaning, and aggregation from large datasets.
• Advanced Excel: PivotTables, advanced formulas, conditional formatting, data validation, Power Query.
• Basic understanding of databases and report automation.
• Experience with data visualization tools like Power BI or Tableau is a plus.
Domain Knowledge (Preferred):
• Understanding of Insurance (Term, Health, ULIPs) and Mutual Fund products (SIP, lumpsum, folio structure).
• Familiarity with regulatory frameworks (IRDAI / SEBI reporting requirements).
• Knowledge of financial metrics such as persistency, lapse ratio, AUM, trail commissions, NAV, etc.
Soft Skills:
• Strong analytical and problem-solving skills.
• High attention to detail and data accuracy.
• Excellent communication skills to coordinate with cross-functional teams.
• Ability to handle high volumes of data and work under tight deadlines.
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Qualifications:
• Bachelor’s degree in Commerce, Finance, Statistics, Computer Science, or related field.
• 2–5 years of experience in MIS, business analytics, or operations in BFSI domain.
• Certifications in SQL, Excel, or Data Analytics are an added advantage.