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

Job Description

• 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

Responsibilities Sales Governance

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

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

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

Qualifications

• 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