Kotak Mahindra Bank Logo

Kotak Mahindra Bank

Product Manager-AFFLUENT-Investment Counselors

Posted 3 Hours Ago
Be an Early Applicant
In-Office
Mumbai, Maharashtra, IND
Mid level
In-Office
Mumbai, Maharashtra, IND
Mid level
Prepare business and product MIS reports, reconcile transaction data, build management dashboards, analyze trends and anomalies, automate reporting and operational processes, handle ad hoc analytics requests, create review presentations, improve processes and SOPs, coordinate reporting across teams, and maintain consistent logic and quality standards.
The summary above was generated by AI

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

Similar Jobs

An Hour Ago
Hybrid
Mumbai, Maharashtra, IND
Entry level
Entry level
Big Data • Food • Hardware • Machine Learning • Retail • Automation • Manufacturing
Manage projects from planning through go-live, ensuring delivery on time, within budget, and to quality standards. Responsibilities include governance, risk mitigation, reporting, stakeholder coordination, budget and resource management, operational readiness, testing, and vendor relationship management. The role requires strong communication, planning, analytical, problem-solving, and team-building skills across internal and external partners.
An Hour Ago
Hybrid
Mumbai, Maharashtra, IND
Entry level
Entry level
Financial Services
Oversee daily Asset Servicing operations for corporate actions and income products, including workflow execution, controls, client inquiries, reconciliations, breaks, metrics, and event management. Lead and coach teams, plan resources, update procedures, communicate regulatory changes, manage operational risk, and drive process improvements across products and processes.
Top Skills: Ai-Powered AnalyticsIntelligent Process ToolsMicrosoft AccessExcelMicrosoft OutlookMicrosoft WordWorkflow Automation
3 Hours Ago
Hybrid
Mumbai, Maharashtra, IND
Mid level
Mid level
Financial Services
Performs price verification, benchmark analysis, fair value adjustments, management reporting, and regulatory control activities. Partners with business, risk, finance, and functional teams on valuation issues, enhances independent pricing and control frameworks, assesses coverage, and implements tools to improve efficiency. Requires understanding of complex financial products, derivatives valuation, transaction flows, accounting, and quantitative analysis, with strong communication and organizational skills.
Top Skills: Advanced ExcelAutomationDatabasesPowerPointVisual Basic

What you need to know about the Mumbai Tech Scene

From haggling for the best price at Chor Bazaar to the bustle of Crawford Market, the energy of Mumbai's traditional markets is a key part of the city's charm. And while these markets will always have their place, the city also boasts a thriving e-commerce scene, ranking among the largest in the region. Driven by online sales in everything from snacks to licensed sports merchandise to children's apparel, the local industry is worth billions, with companies actively recruiting to meet the demands of continued growth.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account