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 & terminologiesStrong analytical skillsProficiency with MS Word, Excel, Power point, systemsNon-technical Experience
Team player & problem solverGood interpersonal, collaboration and written & oral communication skillsAbility to understand internal channels requirementEducational / 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.