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Data & MIS Executive - Retail MFB - Strategy - Mumbai - Lodha (I-Think Techno Campus) - J Grades

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Job Description

Job Description

Key Responsibilities:

1. MIS & Reporting

  • Prepare daily/weekly/monthly dashboards on collection efficiency, PAR, and NPA trends.
  • Maintain trackers for agency performance, settlement recoveries, and field campaign results.
  • Assist in creating PowerPoint presentations for internal reviews and strategy meetings.

2. Data Analysis & Insights

  • Support data segmentation and risk profiling to identify high-risk geographies or borrower categories.
  • Collaborate with the analytics team to extract actionable insights from portfolio data.
  • Help build and update field heatmaps, early warning indicators, and resolution trends.

3. Campaign & Project Coordination

  • Coordinate with zonal teams and collection vendors for campaign tracking and execution.
  • Follow up on special projects, pilots, and initiatives rolled out by the strategy team.
  • Document learnings, observations, and feedback from campaign performance.

4. Process Improvement

  • Identify gaps in data hygiene, process adherence, and reporting mechanisms.
  • Propose automation ideas for MIS generation or dashboarding wherever feasible.
  • Assist in SOP documentation for field strategy rollouts.

5. Cross-functional Exposure

  • Interact with Product, Risk, Legal, and Field Collection teams as required.
  • Gain exposure to policy frameworks, compliance standards, and operational challenges in microfinance recovery.

Key Skills & Competencies:

  • Good knowledge of MS Excel (pivot, lookup, charts) and PowerPoint
  • Strong analytical and logical reasoning ability
  • Basic understanding of financial services, NBFCs, or microfinance operations (preferred)
  • Effective communication and coordination skills
  • Proactive, curious, and quick learner with attention to detail

Qualifications:

  • MBA/PGDM (Finance / Business Analytics / Operations preferred)
  • 01 years of experience (freshers welcome)
  • Internship or project experience in BFSI, collections, or strategy teams is an added advantage

Growth Opportunity:

This role is designed as a grooming pipeline for future roles in strategy, analytics, or portfolio management within collections. Successful candidates may progress into full-time roles in the DSMG Strategy or Analytics teams based on performance.

More Info

About Company

Tata Asset Management Limited (TAM) is the Investment Manager to Tata Mutual Fund. Our origin stems from a much respected and internationally acclaimed industrial house &#8211&#x3B; the Tata Group &#8211&#x3B; whose business philosophy has made our country and its people partners in the wealth creation process. Our heritage invokes "trust" among consumers, employees, shareholders and the community alike. Though a great heritage is obviously something to cherish, we also seek to carry that legacy through a set of well defined and time tested globally accepted business practices. Being part of the Tata group, we are well known for our strong adherence to highest standards of ethics and fairness in all our business dealings.
TAM manages funds across the entire risk-return continuum. These include equity funds, balanced funds and debt & money market oriented funds. The company provides investment management, risk management and advisory services to institutional, intermediary and individual investors.

Job ID: 143956993