Portfolio, Performance & Business Planning Manager.RBG - MG Client Coverage - DIC.Retail Banking Group

Overall portfolio management, generation of detailed segment reporting  and carrying out appropriate analytics to ensure ongoing guidance to the sales teams and develop dashboard for frontline management.

Portfolio Analytics on regular basis for MG to take strategic and Tactical decisions, regular segmentation of base for productivity enhancement and penetration

Seamless migration of clients between and within segments and adjustment of budgets and targets

Manage & Drive Portfolio Management, Business Planning and reporting for MG

Assist HOMG on set-up of efficient sales model, define role KPI’s, establish key deliverables and formulate tracking process. Support embedding the new branch transformed model to create world class sales and service experiences, competencies, behaviors, tools and frameworks.

Develop and implement sales management tools and Periodic circulation of RM/Team Performance reports

Implementing the performance management process and Root cause analysis of low performers using analysis, tracking performance improvements plans with AM for respective individual and monitoring.

End to end management of the Incentive scheme policy , implementation and ensuring  to timely release of staff incentives.

• Sales MIS, KPI tracking for MG, business planning and Management reporting for MG , BANCA and Mortgage.
• Developing and Implementing of Sales Incentive plan for RM/AM/VPC/FX advisor, Other business incentive plan (IAs, CSMs), Cross sell KPI’s and Incentive payout and on-going monitoring and execution for MG.
• Create balanced scorecards to enhance productivity / engagement for all RMs in MG.
• Portfolio Analytics on regular basis for MG and MG plus to take strategic and Tactical decisions regular segmentation of base for productivity enhancement and penetration
• Lead wealth related initiatives and projects i.e. AGILE, Sales Management automation and Digitization of process
• Manage onboarding process and adherence to policy across all channels for MG client and ensure rightful onboarding of client and credit to channel and seamless mapping of RM in rightful manner
• Work with product managers and develop other Fee income 
• Seamless migration of clients between segments and adjustment of budgets
• Overall portfolio management, generation of detailed and segment MIS and carrying out appropriate analytics to ensure ongoing guidance to the sales teams and develop dashboard for frontline management
• Carry out ongoing competitor intelligence for management awareness
• Work closely with the process and system development manager to ensure the systems and processes are geared to cater to the ongoing business requirements, product parameters and evolving customer needs.
• Manage Employee Engagement and VOE for Gold Segment
• BIU engagement, identify and execute client and business opportunities and track effectiveness via portfolio analytics
• At least 10+ years of relevant banking, wealth and sales experience out of which at least 2/3 years in a similar managerial position
• Understanding of wealth proposition is a pre requisite, 
• Ability to work well in a team and build strong network / relationships within and outside the organization.
• Very Strong Analytical skills and ability to identify opportunities and help manage increase the revenue from hidden opportunities

Ability to plan and organize service aspect and customer experience of the channel, Ability to lead and manage team