Portfolio & Performance Manager.RBU- Dubai Internet City - MG.Retail Banking Group

Manage and reduce expires KYC by taking ownership of the end to end processing, including direct communication with customers to ensure timely updates and complete resolution.

Maintain detailed Sales MIS & KPA tracking for MG

Support the business by analyzing & interrogating complex data to identify trends, steer business thinking, and help increase the revenue from hidden opportunities

Responsible for Weekly team presentations and dashboard development for frontline management

Business planning by generating focused sales propensity opportunities based on client data and analytical reports provided by segment

Overall portfolio management, generation of detailed MIS and carrying out appropriate analytics to ensure ongoing guidance to the sales teams 

Seamless portfolio rationalization per RM and migration of clients between and within segments based on eligibility criteria

Handhold new team joiners by providing proper business performance support and ensure they are on track in terms of systems and portfolio mapping 

Responsible for team’s achievement of Financial and Non Financial targets set by management

Sales Governance

• Action on ONR, DTR, regulatory documents and other expired documents within 30 days.  

        If unable to contact client, RM to ensure CRM is updated.

• Ensure that expired KYC/ID documents, CPRA are renewed within 30 days of expiry
• Zero tolerance on complaints received due to misleading information including mis-sell
• No overdue MERs

Area Manager

• Provide to Area manager updates on assigned projects and tasks
• Reporting deals tracking/ Sales performance per RM per week 
• Analyzing RMs portfolio 
• Assisted AM with RM related tasks and assigned segment follow up reports and tasks 
• Bachelor’s Degree/Master’s Degree
• Relevant Degrees in Information System (IS), Management of Information System (MIS), Statistics, Data Science (DS). 
• 3+ years of practical experience in Data Analysis and operating different BI tools
• Clear and effective verbal and written communication skills
• Proficient Excel capabilities, CRM Skills, Presentation & Data Analysis abilities
• Strong Analytical skills 
• Excellent Stakeholder management attributes, displaying the aptitude and confidence to collaborate with team members and officials
• Strong expertise on Process and report automation.
• Experience on Power BI report interpretation & analysis