Designation: Virtual Relationship Banking-Prime Officer-Processing (SBU105_1394_100074)

Office Location: Gillanders House Kolkata (Branch)

Position description:
Prepare and Publish MISs on all areas of the Channel’s operations

• Preparing Dashboard which is maintained as a quick snapshot containing every detail right from manpower count / productivity / product-wise volumes / cost / income / profitability / attrition etc…, and the same is shared with the Business Head and senior management.
• Preparing Score Card of all RM / TM / UH / RH providing a clear update on performance as is on various performance parameters

Preparing Productivity MIS: Rolls out a monthly productivity report highlighting performance peaks and gaps, product-wise location-wise

Contest, Daily & Hourly MIS updates: In addition to the above, also prepares several MISs to track the session wise and daily updates on business

Analyzing huge data base and extracting business pertaining to the channel for preparing the business performance of the channel.

Product Dump & Use File Reconciliation: Highlight & Track Missing business & arrange for credit following up with respective product.

Lead Management: Downloading leads from CRM & share the MIS & Lead status with Channel.

Preparing Adhoc MIS required by top management like preparing data for presentation, coordinating with regions to get the status of Insurance audit cases, Preparing masters.

Primary Responsibilities:
Officer – Processing – performs the important function of tracking the business-critical activities and reporting the same as desired by the Management.

The position liaises with the back-end teams of Product to obtain updates / dump on business and accordingly publishes MISs to the team, to the top management.

He/She is also responsible to track and analyze cost.

To maintain Dashboard and share it with the Management and Fincon on a monthly basis, besides publishing hourly, daily MISs on the Channel’s business and operations.

Educational qualifications preferred

Category: Bachelor’s Degree

Required work experience

Years of experience: 1 to 2

Required Skills:
MIS, Analysis & presentation skills.

Required abilities

Other:
Major Stake holders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties)

• Prime Head
• Regional Head
• Unit Head
• Team Managers
• Channel Manager