Job Description

Manager – Analytics (Liabilities / Business Insights)

Experience: 2–5 years

Skills: Python | SQL | Advanced Excel | Power BI

Role Objective

Support the SA Portfolio & Channel Engagement team by building dashboards, generating insights, and enabling data-driven decision-making across cohorts to drive business growth.

Key Responsibilities

Analytics & Dashboards

• Create and maintain Power BI dashboards, automated MIS, and performance reports.
• Develop cohort-level insights (AMB, RV, PH, digital usage, attrition, customer behaviour).
• Build data models and visualizations to track portfolio trends and channel performance.

Data Extraction & Automation

• Write efficient SQL queries for data extraction and transformation.
• Use Python for automation, data processing, segmentation, and analytical modelling.
• Ensure data accuracy, quality, and consistency across all reporting outputs.

Business Insights & Support

• Provide analytics support to the SA Portfolio / Channel Engagement lead for driving business strategies.
• Deliver actionable insights for AMB uplift, digital adoption, inactive-to-active conversion, and customer deepening.
• Help prepare business decks, review packs, and analytical summaries for senior management.

Cross-Functional Collaboration

• Work closely with product, operations, technology, marketing, and frontline teams to support portfolio initiatives.
• Provide required dashboards and insights to SKY channel and other sales channels.

Process Improvement

• Enhance analytics frameworks, automate recurring reports, and build reusable templates.
• Identify gaps in existing reporting and propose improvements for better decision-making.

Skills & Qualifications

• 2–5 years in business analytics / BI / data insights, preferably in BFSI.
• Strong hands-on experience in Python, SQL, Advanced Excel, and Power BI (DAX, Power Query).
• Ability to convert data into meaningful business stories.
• Strong communication, analytical thinking, and problem-solving skills.

Analytics & Dashboards

• Create and maintain Power BI dashboards, automated MIS, and performance reports.
• Develop cohort-level insights (AMB, RV, PH, digital usage, attrition, customer behaviour).
• Build data models and visualizations to track portfolio trends and channel performance.

Data Extraction & Automation

• Write efficient SQL queries for data extraction and transformation.
• Use Python for automation, data processing, segmentation, and analytical modelling.
• Ensure data accuracy, quality, and consistency across all reporting outputs.

Business Insights & Support

• Provide analytics support to the SA Portfolio / Channel Engagement lead for driving business strategies.
• Deliver actionable insights for AMB uplift, digital adoption, inactive-to-active conversion, and customer deepening.
• Help prepare business decks, review packs, and analytical summaries for senior management.

Cross-Functional Collaboration

• Work closely with product, operations, technology, marketing, and frontline teams to support portfolio initiatives.
• Provide required dashboards and insights to SKY channel and other sales channels.

Process Improvement

• Enhance analytics frameworks, automate recurring reports, and build reusable templates.
• Identify gaps in existing reporting and propose improvements for better decision-making.

• 2–5 years in business analytics / BI / data insights, preferably in BFSI.