RB - Affluent BusinessNRI - RB - Knowledge Support & PIS
INTERNAL USAGE:
No. of Vacancies:1Reports to:
Is a Team leaderNoTeam Size:1
Grade:Deputy Manager, Manager
Business:Department:Affluent BusinessSub-Department:
Location:
About Affluent Business
Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution. Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless touch-points
AbouttheRole

Candidate will be responsible for preparing & publishing various analysis reports in order to plan, evaluate and strategize business objectives / milestones along with the KRAs

Key Responsibilities

Analyse & Publish Dashboards & various important Matrix / Reports to Stakeholders

Preparing of Dashboards for Top Management with YoY Nos at one Glance

Incentive Payout calculation & Incentive Support for India NRIRMs

Responsible for Segment Inward Remittance Fee Budget

Responsible for Segment Inward Remittance Volume Budget

Segment Management (Performance monitoring ) for FY22

% of RM meeting Incentive Productivity





% of NRI RMs achieving RFR Fee Budget

% of RMs achieving Inward Volume Budget

Initiatives on driving ETB MDAB

Coordination with support teams such as BIU, IT, ABR, and Finacle for analytics based reporting and MIS for the NRI business.

Performs all other duties as required.

Qualifications

Optimal qualification for success on the job is:

Graduate / Post Graduate with 3 years of experience in Channel & Sales support function with positive analytical & MIS skills.

Excellent presentation skills (verbal and written), as well as ability to motivate, teach and inspire staff

Operational knowledge of MS Office: Excel, Word and PowerPoint.

Ability to develop training and methodology programs that are unique to the organizations goals

Ability to problem-solve with strong analytical and decision-making skills

Ability to handle multiple projects and prioritize

Role Proficiencies:

For successful execution of the job, the candidate should possess the following:

Excellent communication skills, ability to maintain good rapport with all stakeholders.

Eye for details, meticulous and creative

Excellent analytical and troubleshooting skills.

Advance knowledge of MS Excel/PPT, capability to work on data.

Analytical Skills, Communication Skills

📌 RB - Affluent Business:NRI Knowledge Support & PIS (Mumbai)
🏢 Axis Bank
📍 Mumbai