MIS Executive | HDFC Bank Branch Banking

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MIS Executive
1 month
India
Odisha
Bhubaneswar Get directions →
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ID: 403062
Published 1 month ago by Tata AIA Life Bhubaneswar,
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In MIS Executive category
Bhubaneswar, Odisha, India
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Job Description

JOB DESCRIPTION

A Position Overview

Position Title

MIS Executive - HDFC Bank Branch Banking

Department

HDFC Bank Branch Banking

Level/ Band

Executive / 201

Role Summary: Executive MIS Sales Coordinator: HDFC Bank-All Channel.

B Organizational Relationships

Reports To

Senior Manager / AVP

Supervises

Individual contributor

C Job Dimensions

Geographic Area Covered

Pan - India. All Departments

Stakeholders Internal

HDFC Bank All Channel

External

NA

D Key Result Areas
• Internal and Partner MIS and Sales Co-ordination.
• Creates new and innovative ideas for Partner and MIS management.
• Responds to any inquiries from sales teams, coordinate with them on regular basis on central initiatives
• Evaluates the performance of sales team (Goal sheet Tracking of internal team)
• Makes presentations to internal and external team.
• Has the ability to make all day to day Productivity and Activation MIS of Sales Team.
• Building Relationship with IT, Ops and other Teams for any data/MIS related matter

E Requirements
• Extensive Knowledge of Excel and Power Point.
• Minimum 2-5 years of Experience in MIS and Sales Co-ordination.
• Knowledge of creating different Sales/Business/KPI Dashboards will be added advantage
• Analytical with Insurance/Financial Industry Process Knowledge would be added advantage

F-Competencies

Competency For

Business Associate Manager

(Manager/ Asst. Manager/ Sr. Executive/ Executive)

Proficiency Scale

Proficiency Scale Description

Functional knowledge

Has a thorough understanding of

knowledge and skills sets

required to excel within the

function in order to build a

business model leading to

sustainable growth for

customers and consumers.

1

Application of critical thinking to specific business and control processes and systems to generate an in-depth understanding of the important variables. Accurately identifies the cause effect relationships among key business variables.

Understands and evaluates financial, operational, and regulatory risk within the organization and its processes taking into consideration the big picture. Analyzes processes to identify appropriate and critical controls and objectives

Guides team in deploying appropriate process to identify business variables. Creates awareness and understanding of the business to in order to connect with the core activities of the function effectively. Guides team in measuring the performance of the business line and various processes from an audit and compliance perspective.

Identifies areas of development in the systems and recommends approaches to mitigate the risk. Makes recommendations on process and system improvement

basis the audit findings to mitigate risks at an organizational level.

Technical

Analytical skills, laptop/disc imaging skills, good interviewing and interrogation skills.

Proficiency in use of computers, especially MS Word, Excel and PowerPoint.

Behavioral

Passion for research and investigative evidence analysis

Essential

Desired

Interpersonal skills
• Communication skills
• Creative thinking skills
• Influencing skills
• Relationship Building skills
• Data Analytics skills
• Teamwork Skills
• Decision making skills
• Supervising/Leadership skills
• H Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Experience

1-2 years' data MIS experience in financial services sector

Age

Maximum upto 35 years Read more

Published on 2025/09/10. Modified on 2025/09/10.

Description

Job Description

JOB DESCRIPTION

A Position Overview

Position Title

MIS Executive - HDFC Bank Branch Banking

Department

HDFC Bank Branch Banking

Level/ Band

Executive / 201

Role Summary: Executive MIS Sales Coordinator: HDFC Bank-All Channel.

B Organizational Relationships

Reports To

Senior Manager / AVP

Supervises

Individual contributor

C Job Dimensions

Geographic Area Covered

Pan - India. All Departments

Stakeholders Internal

HDFC Bank All Channel

External

NA

D Key Result Areas
• Internal and Partner MIS and Sales Co-ordination.
• Creates new and innovative ideas for Partner and MIS management.
• Responds to any inquiries from sales teams, coordinate with them on regular basis on central initiatives
• Evaluates the performance of sales team (Goal sheet Tracking of internal team)
• Makes presentations to internal and external team.
• Has the ability to make all day to day Productivity and Activation MIS of Sales Team.
• Building Relationship with IT, Ops and other Teams for any data/MIS related matter

E Requirements
• Extensive Knowledge of Excel and Power Point.
• Minimum 2-5 years of Experience in MIS and Sales Co-ordination.
• Knowledge of creating different Sales/Business/KPI Dashboards will be added advantage
• Analytical with Insurance/Financial Industry Process Knowledge would be added advantage

F-Competencies

Competency For

Business Associate Manager

(Manager/ Asst. Manager/ Sr. Executive/ Executive)

Proficiency Scale

Proficiency Scale Description

Functional knowledge

Has a thorough understanding of

knowledge and skills sets

required to excel within the

function in order to build a

business model leading to

sustainable growth for

customers and consumers.

1

Application of critical thinking to specific business and control processes and systems to generate an in-depth understanding of the important variables. Accurately identifies the cause effect relationships among key business variables.

Understands and evaluates financial, operational, and regulatory risk within the organization and its processes taking into consideration the big picture. Analyzes processes to identify appropriate and critical controls and objectives

Guides team in deploying appropriate process to identify business variables. Creates awareness and understanding of the business to in order to connect with the core activities of the function effectively. Guides team in measuring the performance of the business line and various processes from an audit and compliance perspective.

Identifies areas of development in the systems and recommends approaches to mitigate the risk. Makes recommendations on process and system improvement

basis the audit findings to mitigate risks at an organizational level.

Technical

Analytical skills, laptop/disc imaging skills, good interviewing and interrogation skills.

Proficiency in use of computers, especially MS Word, Excel and PowerPoint.

Behavioral

Passion for research and investigative evidence analysis

Essential

Desired

Interpersonal skills
• Communication skills
• Creative thinking skills
• Influencing skills
• Relationship Building skills
• Data Analytics skills
• Teamwork Skills
• Decision making skills
• Supervising/Leadership skills
• H Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Experience

1-2 years' data MIS experience in financial services sector

Age

Maximum upto 35 years
Tata AIA Life Bhubaneswar,
Tata AIA Life Bhubaneswar,
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