Data Analyst - Investment

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

• Data Management, Analytics, MIS & Reports across all investment products
• Ensure robustness, accuracy & sustainability of reports
• 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

Requirements :

Strong domain knowledge with understanding of products with data orientation, collaborative and team management skills.

Work Experience (in yrs.) : 7-10 years

Skills Required
Mis Reports, Data Management, Excel, Segmentation, Analytics, Data Mining