Description

Business Planning, Performance Management & Portfolio Management:

- Business Planning and reporting for Private Banking including annual budgeting, forecast, actuals tracking, cost allocations, HC management etc.

- Analyze Monthly financials including Segment level, Product and Customer level reporting and ensure any gaps and opportunities and discussed and addressed with Finance team

- Ensure portfolio is correctly mapped to each RMs, manage all remapping, upgrades /downgrades, and allocations during RM change/resignations.
- Track all KPIs for Segment and teams RM, UM, IS, CSMs in line with their MBOs & scorecards
- Implement a robust scorecard, incentive plan and sales governance for all roles in line with Segment’s vision, including on-going monitoring and execution.
- Defining FY Targets in accordance to Business plan and set goals, rollout to Frontlines

- Quarterly Target adjustments on account of re-tagging/compliance closures/upgrades

- Revenues Forecast and identify the gaps for planning and implementation

- Ensure timely and accurate Payouts to Frontlines, including retrocession adjustments

- Enhance Performance Dashboard to include all parameters for a complete Performance update for review and tracking.

- Publishing Performance Dashboard on a monthly basis across all profiles and accurately.

- Solving RM queries and Liaoning with Finance to close all raised queries.

- Creating simulation scenarios as per business KPIs for evaluation and implementation

External Asset Manager Desk & Intermediary Governance:





- Manager governance of EAM desk and Intermediary Desk within Private Banking –SOPs, framework, Agreements, tracking, retrocessions, regulation and governance including termination and quarterly performance reviews
- Manage process of referral, agreements, revenue tracking and retrocession payouts
- Have effective Governance forum for EAMs and Intermediaries as agreed with Wealth Governance team, ensure all contracts and data in system is accurate, ensure RCSA as necessary and payment process.
- Interact closely with RMs, BIU, Finance, IT and Ops , CPD, CX, Governance teams for relevant processes and keep an eye for automation

- Maintain cross functional relationship with Segment and Product teams, other stakeholders i.e. Risk, Credit, Compliance as needed

- Operate within demarcated business areas adhering to the policies and guidelines set

- Ensure all SOPs related to the function are in place and updated time to time as required

- Maintenance of all records / approvals in place, put controls to ensure effectiveness

- Ensure compliance of policies and procedures within the bank

Knowledge, Skills and Experience

- A strong candidate with outstanding knowledge of systems including Macros, SQL , BI
- A proactive and energetic personality with the ability and desire to multi-task
- Post Graduate with a minimum of 12+ years experience with one or more main stream banks.
- Excellent communication, negotiation and analytical skills and identify areas of improvement
- Strong understanding of P&L;, along with client life cycle management
- Must be a robust collaborator, team player, and individual contributor

📌 AVP Portfolio, Performance & Business Planning.RBG-Pvt Bnkg Head & Central Team (India)
🏢 Mashreq Bank
📍 India