Associate MIS & IT Executive

Job Title:

Associate MIS & IT Executive

Location:

Client First Wealth Management HQ (Raipur)
Department: MIS & IT

Employment Type:

Full-time

About Client First Wealth Management
Client First Wealth Management is a fast-growing financial services firm committed to helping clients achieve long-term financial security, wealth creation, and prosperity. With a strong client-first philosophy, we provide customized investment, insurance, and wealth management solutions backed by research, technology, and trusted relationships.
Job Overview
We are looking for a tech-savvy and analytical professional to join our team as an Associate MIS & IT Executive. This role plays a key part in strengthening our data systems, reporting accuracy, and business intelligence, while also supporting digital outreach and lead intelligence initiatives.
The ideal candidate should be comfortable working with large datasets, dashboards, automation tools, and digital platforms, and should be able to turn raw data into actionable business insights.

Key Responsibilities
MIS & Data Analytics
Develop, maintain, and optimize Management Information Systems (MIS) for various business functions
Design and generate automated reports, dashboards, and performance trackers
Analyze structured and unstructured data to provide business insights and trend analysis
Ensure data accuracy, integrity, and consistency through validation and data cleansing processes
Work closely with cross-functional teams to understand reporting needs and improve data workflows
Support management with data-driven decision-making tools
Systems, Tools & Automation
Manage and optimize CRM data, databases, and reporting systems
Work with Google Sheets (advanced formulas, lookups, pivot tables, dashboards)
Use Google Forms, and Google Sites for reporting and internal tools
Identify opportunities to automate repetitive reporting and data processes
Digital & Market Intelligence Support
Assist in maintaining and tracking digital engagement data across platforms
Use tools like Linked In Sales Navigator, Lusha, and other data platforms for lead research and data enrichment
Conduct market research and competitor tracking using digital sources
Support business teams with lead data analysis and segmentation
Collaboration & Support
Provide basic training and support to team members on MIS tools and reporting systems
Prepare structured data reports for sales, operations, and management reviews
Ensure proper documentation of data processes and reporting formats
Skills & Competencies Required
Strong understanding of  core programming concepts  (logic building, data handling, automation basics).
Working knowledge of  Java and C++  (basic to intermediate level).
Understanding of  data structures, conditional logic, loops, and functions .
Ability to integrate programming logic with MIS reporting and data workflows.
Familiarity with databases and structured data concepts (tables, records, queries – basic level).
Interest in learning and implementing new tools, scripts, or automation solutions to improve reporting efficiency.
Qualifications
Graduation/ Post graduation  in IT, Computer Science, Data Analytics, Commerce, or a related field
1–3  years of experience in MIS, Data Analysis, or Business Reporting roles
Experience in financial services, sales operations, or business intelligence is an advantage