Morrison Colaco
Gokhivare Vasai,MH
Summary
Dynamic professional seeking a challenging position that promotes personal and organizational growth. Committed to leveraging a diverse skill set to contribute effectively to team success and drive innovative solutions. Eager to embrace opportunities that foster continuous learning and development while playing an integral role in achieving company objectives. Passionate about making a meaningful impact within a forward-thinking organization.
Overview
10
10
years of professional experience
1
1
Language
Work History
Senior Manager
Kotak Mahindra Bank Ltd
04.2025 - Current
- Gaining comprehensive business insights through analysis of MIS reports, understanding of various operations across different sectors.
- Preparing a comprehensive portfolio snapshot to track overall and Early-to-Bank (ETB) growth and decline trends, and to provide a consolidated update.
- Implementing a New to Bank (NTB) dashboard to effectively monitor and track achievements against predefine targets.
- Developing New to Bank (NTB) waterfall chart to meticulously track month-on-month growth or decline in performance.
- Preparing a zone-wise update to track overall productivity and acquisition performance at the Month-to-Date (MTD) and Year-to-Date (YTD) level.
- Developing an overall New-to-Bank (NTB) dashboard to provide a comprehensive view of NTB customer acquisitions.
- (Savings Account Product Team)
Manager
Sharekhan
09.2024 - 11.2024
- Tracking acquisitions, revenue and assets by comparing committed values against actual outcomes.
- Collaborating with team managers to share data effectively, driving business growth and informed decision-making.
- Creating a lead management MIS to track conversion rates for total leads received, including those from both digital channels and Physical Mode.
- Creating a commitment vs Achievement MIS to track M0-M3 revenue performance at the Area sales manager (ASM) /Regional Sales Manager (RSM) level to ensure accurate monitoring of revenue achievement against targets, providing insights into short-term sales performance and helping drive corrective actions where needed.
- Creating a commitment vs. Achievement Mis to track M0-M3 revenue performance at the team Manager level to ensure accurate monitoring of revenue achievement against target.
- Preparing a daily summary for Regional Sales Managers (RSM) to track the number of accounts opened and the brokerage generated, ensuring day-to-day performance insights and accountability.
- Preparing a unique accounts update to track the number of new accounts opened and comparing the figures with the previous month’s performance for trend analysis.
- Preparing a commodity MIS report to track the brokerage generated and the number of accounts traded, providing insights into trading activity and performance.
Manager
Kotak Mahindra Bank Ltd
05.2018 - 09.2024
- Gaining comprehensive business insights through analysis of MIS reports, understanding of various operations across different sectors.
- Implementing an Old to Bank (OTB) dashboard to effectively monitor and track achievements against predefine targets.
- Implementing a New to Bank (NTB) dashboard to effectively monitor and track achievements against predefine targets.
- Developing New to Bank (NTB) waterfall chart to meticulously track month-on-month growth or decline in performance.
- Handling Query resolution pertaining to both Branch Banking and Sales MIS reports to ensure accurate and timely resolution of issues.
- Implementing a biometric MIS to assess the penetration of biometric and physical accounts opened, ensuring comprehensive monitoring and accuracy.
- Developing a CASA Asset penetration MIS to evaluate the number of assets held by customers with CASA relationships, ensuring effective tracking and analysis.
- Creating a Top 100 Depletors and Gainers MIS to compare the Inflow and Outflow of the current month with the previous month, facilitating insightful analysis.
- Implementing a 2nd Credit MIS to verify the successful crediting of the amount after account opening, ensuring accuracy in the credit process.
- Estimating income by analyzing data related to fees and charges, providing valuable insights into revenue generation.
- Developing an NTB Quality Dashboard (Product Mix) MIS to monitor progress across variants, including Privy, Program and High Variant accounts, ensuring effective tracking and analysis.
- Implementing a rewards Management Information System (MIS) for savings account, overseeing the coordination with the relevant team and ensuring timely crediting of cashback into customers’ accounts.
- (Savings Account Product Team)
MIS executive
Ratnakar Bank Ltd
06.2017 - 05.2018
- Navigating Finacle software for customer related queries involves accessing the customer module, to check account balance, transaction details and other relevant information.
- Designing an export data processing and monitoring MIS system for tracking shipping bills pending AD Acknowledgement and AD Payment involves implementing features for real time status updates, automated alerts and a centralized interface for efficient oversight and processing.
- To prepare National tenor wise outstanding bills summary, gather data on outstanding bills categorized by tenor duration. Use of structured format to display the information.
- Zonal Snapshot Outstanding Bills Summary.
- Zonal Tenor Wise Outstanding Bills resolution Summary.
- Checking with RBI’s file whether the Client is in Caution list or not.
- Checking with Master data whether the customer is Active or Closed or Unsatisfactory.
- Import Data Processing and Monitoring system Mis of Bills of Entry pending.
- Advance Import Bills Pending Mis.
- (on contractual basis of TMI Inputs & services Pvt Ltd)
MIS executive
Kotak Mahindra Bank Ltd. (Head Office)
07.2016 - 06.2017
- Preparing Home Banking MISof PAN Indiafrom various Vendors related to Kotak Mahindra Bank.
- Using KRAMAN (Banking software) for KPAY creation in system.
- Follow up for system approvals for getting online approval to process the payment.
- Coordinate with APPC team of payment related queries
- Maintaining bills tracker & circulate the same with concern team on Weekly & Monthly basis.
- Handling mails & co-ordinate with agency for bills related query & updating payment alert.
- Maintaining DSA agreement database & sending to OEC for storage.
- (on contractual basis of T & Mservices consulting Pvt Ltd)
Education
T.Y. B.com -
01-2015
- Mumbai University
- GPA: 65.00%
H. S. C - undefined
01-2012
- Maharashtra Board
- GPA: 69.00%
S.S.C - undefined
01-2010
- Maharashtra Board
- GPA: 72.73%
Skills
Structured Query Language (SQL)
Microsoft Excel
Power BI
Timeline
Senior Manager - Kotak Mahindra Bank Ltd
04.2025 - Current
Manager - Sharekhan
09.2024 - 11.2024
Manager - Kotak Mahindra Bank Ltd
05.2018 - 09.2024
MIS executive - Ratnakar Bank Ltd
06.2017 - 05.2018
MIS executive - Kotak Mahindra Bank Ltd. (Head Office)
07.2016 - 06.2017
St. Thomas Baptista College - H. S. C,
Vidya Vikasini English High School - S.S.C,
St. Gonsalo Garcia College - T.Y. B.com,
DECLARATION
I hereby declare that the information provided above is true and correct to the best of my knowledge and belief.
Football , Swimming
“Recognized with Best Support Trophy for driving acquisition of 25,000 accounts in one month through effective MIS reporting and automation support.”