- Key Result Areas: Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key result areas)*
Key Result Areas *
Supporting Actions*
Power BI Dashboarding
- Design, develop and maintain automated dashboards in Power BI for business reporting and performance tracking.
- Build dashboards that provide a clear view of persistency, channel, cohort and product-level performance.
- Ensure dashboards are user-friendly, refreshable and aligned to stakeholder requirements.
Reporting Automation
- Replace manual MIS with automated and refreshable reports.
- Improve accuracy, consistency and timeliness of recurring business reports.
- Reduce manual dependency by identifying repeatable reporting processes for automation.
Data Accuracy & Validation
- Ensure high data quality, consistency and reliability across all dashboards and reports.
- Perform validation checks across source data, dashboards and published MIS.
- Highlight data mismatches, exceptions and gaps for timely correction.
Insight Generation
- Analyse data trends and generate actionable insights to support business decision-making.
- Identify which cohorts are performing well, where adoption is lagging and where targeted interventions are required.
- Provide insight-led inputs on persistency, renewal, SI, rider addition and related business priorities.
Channel Engagement Support
- Partner with the channel engagement team to provide insights, identify performance gaps and recommend corrective actions.
- Support tactical decision-making through channel, region, product and cohort-wise analysis.
- Enable targeted engagement with business teams based on data-backed observations.
Continuous Improvement
- Identify opportunities to enhance existing reports through automation and improved visualization.
- Recommend improvements in reporting structure, dashboard usability and data interpretation.
- Support process improvement initiatives by bringing strong understanding of database maintenance and reporting logic.
