Kamla Kashyap
MIS Executive | Banking & Insurance Domain
Talent
ChandigarhMember since October 26, 2026
Compliance MonitoringPivot Tables
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Compliance MonitoringPivot Tables
About
Detail-oriented MIS Executive with 8+ years of experience in the Banking & Insurance sector, specializing in sales MIS, performance reporting, Excel dashboards, zonal coordination, and compliance monitoring. Adept at managing large datasets, producing actionable business insights, and supporting leadership decision-making.
Experience
MIS Executive / Zonal Coordinator - Tata AIA Life Insurance
(2025-11)
- Prepare daily, weekly & monthly MIS reports for Zonal sales insights
- Track sales performance, productivity & target achievements
- Build MIS dashboards using Pivot Tables & advanced Excel formulas
- Coordinate between Head Office, Zonal Team & Field Sales for data and operations
- Conduct performance gap analysis & share insights with management
- Ensure compliance & data accuracy across reporting processes
- Support incentive calculations & sales review presentations
MIS Executive - Quess Corp Ltd ( SBI Credit Card on third party payroll )
(2016 - 2025-11)
- Managed end-to-end MIS operations for BFSI partners
- Created sales MIS, productivity reports & reconciliation dashboards
- Ensured accurate and error-free data consolidation from multiple sources
- Automated Excel trackers for quicker reporting cycles
- Coordinated with Sales, Ops & Client teams for smooth MIS delivery
- Ensured timely submission of all daily, weekly & monthly MIS reports
- Supported compliance & audit documentation needs
Education
Bachelor of Arts - Swami Vivekanand Subharti University
12th - HPBOSE
10th - HPBOSE
Skills
MIS ExecutiveBanking & Insurance Domain
