- Source and provide requisite data to the Incentive Processing Unit for timely release of staff incentives.
- Periodic circulation of RM/Team Performance reports
- Develop and implement sales management tools
- Sales MIS, KPI tracking for MG, business planning and Management reporting for PB and MG
- Developing and Implementing of Sales Incentive plan for RM/AM/VRM/Hunters, Other business incentive plan (IAs, CSMs), Cross sell KPI’s and Incentive payout and on-going monitoring and execution for both PB and MG
- Portfolio Analytics on regular basis for PB and MG to take strategic and Tactical decisions regular segmentation of base for productivity enhancement and penetration
- Seamless migration of clients between and within segments and adjustment of budgets and targets
- Overall portfolio management, generation of detailed and segment MIS and carrying out appropriate analytics to ensure ongoing guidance to the sales teams and develop dashboard for frontline management
- At least 5+ years of relevant banking, wealth and sales experience out of which at least 2/3 years in a similar position
- Ability to work well in a team and build strong network / relationships within and outside the organization.
- Very Strong Analytical skills and ability to identify opportunities and help manage increase the revenue from hidden opportunities
- Hands on Experience on SQL, SAS & Python.
- Strong expertise on Process and report automation.
- Experience on Power BI report development.
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