Operations Executive
- Policybazaar
- 2 - 5 years
- Kolkata
- 3 days ago
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Job Description
Job Description:
We are seeking an Operations Executive with a strong background in data management, specifically in handling Sales Data, to join our dynamic team at PBPartners. The ideal candidate will be highly skilled in Advanced Excel and possess a keen ability to derive strategic insights from complex data. As an Operations Executive, you will play a critical role in optimizing sales strategies, streamlining operations, and supporting business decision-making processes.
Key Responsibilities:
- Sales Data Management:
- Oversee, analyze, and maintain the accuracy of sales data in spreadsheets and databases.
- Regularly track and update sales performance metrics, ensuring data integrity.
- Prepare detailed reports and dashboards to highlight sales trends, key performance indicators (KPIs), and other relevant data points.
- Data Analysis & Reporting:
- Leverage Advanced Excel (e.g., pivot tables, VLOOKUP, macros, conditional formatting, data visualization) to analyze large datasets and provide actionable insights.
- Monitor sales trends, customer behavior, and market conditions to help shape strategic decisions.
- Present regular reports to management, providing clear visualizations and interpretations of data to support decision-making.
- Sales Strategy Development:
- Collaborate with the sales and marketing teams to identify opportunities for growth, based on data insights.
- Develop and track KPIs for sales teams and individual performance.
- Provide recommendations on improving sales processes, based on data-driven insights.
- Process Optimization:
- Identify inefficiencies in existing sales and operational processes and recommend improvements.
- Implement automation tools and processes to streamline data collection and reporting activities.
- Collaboration & Communication:
- Work closely with cross-functional teams to ensure seamless operations and sales reporting.
- Support management in ad-hoc tasks related to sales operations and reporting.
Key Requirements:
- Education:
- Bachelor's degree in Business Administration, Operations Management, Finance, or a related field.
- Experience:
- Minimum 2+ years of experience in an operations, sales, or data analysis role. Previous experience working with sales teams is a plus.
- Skills:
- Advanced Excel skills (pivot tables, macros, data visualization, VLOOKUP, etc.)
- Strong analytical skills, with the ability to interpret data and turn it into actionable insights.
- Knowledge of CRM tools, data visualization tools (Tableau, Power BI), or other business intelligence software is a plus.
- Strong communication skills, both written and verbal.
- Ability to work under pressure and manage multiple priorities.
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: General InsuranceRole: Insurance Operations ExecutiveEmployement Type: Full timeContact Details:
Company: PolicybazaarLocation(s): Kolkata
Keyskills: Operations Executive Advanced Excel Pivot Table SUMIF VLOOKUP Formulas HLOOKUP
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