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 prospects 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