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Accounting & Reporting

Operations Executive – Finance & Accounts

Aditya Birla CapitalBank / NBFC

✓ Verified at sourceEmployer's official careers page·Checked earlier today·Found 6h agoOriginal ↗
Location
Mumbai, Maharashtra
Experience
2–5 yrs
Type
Full-time

Not stated by the employer: work mode, qualification, salary.

This role owns daily and periodic performance reporting for a sales team, covering targets against actuals, lending and broking MIS, insurance premium summaries, and partner-wise reporting for senior management.

About this role

Operations Executive – Finance & Accounts is a full-time Accounting & Reporting role at Aditya Birla Capital, a bank / NBFC, based in Mumbai. The posting asks for 2–5 yrs of experience. FitRole found it on the employer's own careers site or job board and last confirmed it was live on 15 Nov 2026.

What you'll do

  • Track daily lead and face-to-face meeting logs against targets for area managers and assistant area managers.
  • Watch daily sales activity across the team so that every working day shows active selling.
  • Refresh zone-level and area-level business metrics twice a day.
  • Prepare daily MIS comparing lending logins with disbursements, and broking account reports.
  • Summarise daily insurance policy counts and premiums collected, and produce FTD, MTD and YTD account opening and DRA reports.
  • Compile partner-wise YTD and MTD reports for senior management and share live updates on lead status.

What they ask for

  • 2 to 5 years of relevant experience
  • Diploma
  • Experience producing daily and period-to-date MIS reports

Skills mentioned

MIS Reporting
Full job description as posted

Key Result Areas

Supporting Actions

Sales Performance Tracking

  • Maintain daily Lead Trackers and F2F Meeting Trackers comparing targets versus actual achievements for AM/AAM (Area Managers/Assistant Area Managers)
  • Monitor "No Zero Day" performance to ensure consistent daily sales activity across the team.
  • Update business performance metrics twice daily at the Zone and AM/AAM levels.

Product & Portfolio Management:

  • Generate daily reports for Lending Products (logins vs. disbursements) and Broking Account MIS.
  • Provide a daily summary of Insurance Policies and premium amounts collected.
  • DRA and Account Opening reports on an FTD, MTD, and YTD basis.

Team Activation & Hiring:

  • Monitor internal contest updates and appreciation Mail sent to high performance

Compliance, Field Verification and Stakeholder Reporting:

  • Deliver comprehensive Partner-wise reports (YTD/MTD) to senior management.
  • Provide real-time updates on lead status.

Minimum Experience Level

2 - 5 years

Job Qualifications

Diploma

Group company: Aditya Birla Money Limited · Function: Accounts · Experience: 2 to 5 years

How to apply

You apply on Aditya Birla Capital's own careers page. FitRole never forwards your CV and never asks for fees.

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Apply on Aditya Birla Capital's site ↗