Function - Investments
Location - Mumbai
Job Purpose
Candidate would be responsible for Data Management, Analytics, MIS Reports of investment and wealth management products for the bank across channels
Overall Job Description -
Strategic / Managerial Responsibilities
1. Data Management, Analytics, MIS Reports across all investment products
2. Ensure robustness, accuracy sustainability of reports
3. Lead Management Analytics
Core responsibilities
• Assemble large, sophisticated data sets that meet functional nonfunctional business requirements
• Internal external data driven insights for business
• Identify, design implement reports dashboards
• Automating manual reports optimizing data delivery for scalability
• Build data tools to assist in business decision making
• Work closely with Operations, Analytics Channel teams
• Managing Business Enablers – initiatives, new products or campaign management data highlights
• Handling the stakeholders multiple channel requirements simultaneously, addressing channel query and providing resolution within specified TATs
• Identify extract potential leads, prospecting conversions
• Data mining segmentation
• Streamline MISs and make it friction free for RMs
Technical Experience
• Good understanding of banking financial Investment knowledge terminologies
• Strong analytical skills
• Proficiency with MS Word, Excel, Power point, systems
Non-technical Experience
• Team player problem solver
• Good interpersonal, collaboration and written oral communication skills
• Ability to understand internal channels requirement
Educational/Professional Qualification - Post Graduate
Work Experience - 5 - 10 Years
Requirements - Strong domain knowledge with understanding of products with data orientation, collaborative and team management skills. Must have experience with a bank in investment domain.
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