A. BASIC INFORMATION

Job Title 

Data Analysis and Business  Intelligence

Direct Reporting 

Vikash Raj

Designation 

Manager/ Asst Manager 

Dotted line/any  

other reporting

Department 

Sales 

Location 

Mumbai, Dosti Pinnacle (Thane)

B. PURPOSE OF THE ROLE 

(In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the  daily activities you do in your role. Only the overall summary is required)

Data maintenance, data preparation, data augmentation and analysis to feed the BI / Excel reports and  analytics platforms for Sales and Marketing

C. KEY ACTIVITIES 

Critical 

Routine

Run software process for data analysis and updating of  various reports and dashboards on excel/BI platforms  (tableau/ Crux Intelligence)

daily

Coordinate with co team members and collaborate to  ensure all reports/ analysis if delivered on time and  accuracy

daily

Coordinate with internal stake holders to service them in  terms of reports and data

daily

Preparing various reports on marketing campaigns by  using data dump from Salesforce platform and building  joins from another tables/ databases

daily

Report updations, Data checking, cleaning, recon and  data upload, PPT preparation

daily

Development of new reports in excel/Tableau 

Daily/weekly

D. DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE 

(In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable  level of satisfaction.)

Educational Qualifications 

BE/ MBA/ Masters in Statistics/ Diploma courses in Analytics

Additional Certifications/Trainings (desirable) 

AMFI/ Data Analytics and Visualization

Prior Experience 

2-5 yrs. experience in MIS, data analysis, data  cleaning, Business Intelligence and data  modelling

Domain Knowledge 

Finance/ Mutual Funds/ data analytics

IT Skills 

Table structures/SQL/ Python/ Excel/ Tableau

E. COMPETENCIES  

(In this section, please indicate the key behavioural and technical attributes required to perform the job)

Behavioural 

Technical 

Team player, good communication skills 

Analytical abilities/ Mathematical aptitude

Ownership & Execution 

Ability to work on large data sets, excel functions,  Pivot tables

Ability to work in demanding work conditions, meet  strict timelines delivery and commitment to accuracy

Understanding of dashboards and basic data  modelling