Product Manager-Sales-Program & MIS

Investment Product MIS/Data Analytics

Department Investment Product Team – Kotak Mahindra Bank Location Kotak Infinity Number of Positions 1 Position Grade M3/M4 ( Data Analytics)

• Responsible for transforming complex data into actionable insights that drive strategic decisions, enhance product performance, and support portfolio analysis. This role involves close collaboration with investment, alliance, product, and data engineering teamEnsure timely & accurate reporting of all business and product MIS

Reporting Pipelines

• Design, manage, and automate reporting pipelines using Python, SQL, Power Query, and Excel
• Build and maintain dashboards using tools such as AWS QuickSight, and Metabase
• Analyze transactional and operational data to support decision-making and performance tracking

Data Management:

1. Maintain structured data lakes with customer and transaction data to support ad-hoc analysis.
2. Collaborate with engineering teams to ensure data quality, consistency, and accessibility.
3. Manage AWS-based BI infrastructure to ensure seamless reporting operations.

• Portfolio Analysis & Stakeholder Collaboration:
  1. Work with reporting, alliance, and product teams for improving product and portfolio performance.
  2. Conduct portfolio-level analysis to monitor KPI and identify trends.
  3. Present insights and strategic recommendations to senior leadership.
  4. Translate complex datasets into clear, actionable strategies that support investment and operational goals.
• Work with reporting, alliance, and product teams for improving product and portfolio performance.
• Conduct portfolio-level analysis to monitor KPI and identify trends.
• Present insights and strategic recommendations to senior leadership.
• Translate complex datasets into clear, actionable strategies that support investment and operational goals.

Automation: 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
• 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
• Graduate with a decent English communication
• Should have good SQL writing skills. - Knowledge of using Python for Data Analysis and extracting data from databases and other sources.- Experience in creating dashboards in power BI and Metabase.
• 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
• Education and experience required for this role is Graduate with 3-5 years of work experience;

Management Degree; Degree in Data Analytics will be added advantage.

• Willingness to learn with an attitude of continuous improvement