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 a

📌 AVP Portfolio, Performance (Bengaluru)
🏢 Mashreq Bank
📍 Bengaluru