Process Manager

The ideal candidate must possess in-depth functional knowledge of the process area and apply it to operational scenarios to provide effective solutions. The role enables to identify discrepancies and propose optimal solutions by using a logical, systematic, and sequential methodology. It is vital to be open-minded towards inputs and views from team members and to effectively lead, control, and motivate groups towards company objects. Additionally, candidate must be self-directed, proactive, and seize every opportunity to meet internal and external customer needs and achieve customer satisfaction by effectively auditing processes, implementing best practices and process improvements, and utilizing the frameworks and tools available. Goals and thoughts must be clearly and concisely articulated and conveyed, verbally and in writing, to clients, colleagues, subordinates, and supervisors.

Location : Mumbai

Summary

We are looking for a Banking domain Data Analyst who can turn complex data into clear, decision-ready insights. The role involves advanced Excel-based analysis, Tableau/BI reporting, performance tracking, forecasting & budget tracking, and strong stakeholder management across multiple teams.

Key Responsibilities

• Build and manage dashboards & reports using Tableau (preferred) or other BI tools (Power BI, Looker, etc.).
• Perform deep-dive analysis in Advanced Excel (pivot tables, Power Query, complex formulas, data modeling).
• Track and report business performance KPIs (daily/weekly/monthly), ensuring accuracy and consistency across multiple reports.
• Drive forecasting, budgeting, and variance tracking (actual vs plan, trend analysis, risks/opportunities).
• Translate data into storytelling narratives: crisp executive summaries, insights, recommendations, and next actions.
• Handle large datasets (multiple sources, high-volume tables), validate data quality, and troubleshoot inconsistencies.
• Partner with stakeholders across functions (Business, Ops, Product, Marketing, Finance, Tech) to gather requirements and deliver reporting solutions.
• Maintain reporting documentation: metric definitions, dashboard logic, refresh cycles, and governance standards.
• SQL skills for data extraction and validation.
• Exposure to automation (Excel macros/VBA, Python) for reporting efficiency.

Must-Have Skills & Requirements

• Banking domain experience is mandatory (retail banking / cards / lending / wealth / digital banking / risk / operations).
• Advanced Excel expertise (Power Query/Power Pivot, pivots, lookups, indexing, nested formulas automation is a plus).
• Strong hands-on experience with Tableau or equivalent BI tools (Power BI/Looker/Qlik).
• Proven ability in data analysis + insight storytelling (not just reportingrecommendations matter).
• Experience with performance tracking and forecasting/budget tracking (variance analysis, trend modeling).
• Comfortable managing multiple reports, stakeholders, and deadlines in a fast-paced environment.
• Strong communication: can explain data clearly to both technical and non-technical audiences.

About eClerx

eClerx is a global leader in productized services, bringing together people, technology and domain expertise to amplify business results. Our mission is to set the benchmark for client service and success in our industry. Our vision is to be the innovation partner of choice for technology, data analytics and process management services. Since our inception in 2000, we've partnered with top companies across various industries, including financial services, telecommunications, retail, and high-tech. Our innovative solutions and domain expertise help businesses optimize operations, improve efficiency, and drive growth. With over 18,000 employees worldwide, eClerx is dedicated to delivering excellence through smart automation and data-driven insights. At eClerx, we believe in nurturing talent and providing hands-on experience.

About eClerx Digital

eClerx Digital is the trusted partner of choice to many of the worlds largest global brands for creative production, e-commerce/web operations, and analytics and insights services. We help clients maximize the results of their digital activities across the customer journey. Global industry leaders partner with us to cost-effectively scale their digital activities by leveraging our highly skilled blended resource model.

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