Basic/ Essential Qualifications:
- Serve as the primary point of contact for queries from the Senior Relationship Management team.
- Coordinate with departments to gather necessary information
- Generate regular reports on request status and resolution times.
- Identify trends and areas for improvement.
- Assist SRMs to track their respective KPIs
- Proactively identify and resolve potential issues.
- Develop and implement solutions to improve processes.
- Prepare and manage client pitch materials.
- Regular reporting to track material KPIs i.e. interactions MI (Management Information).
- Create pre-meeting packs & client snapshots to assist senior management for client meetings
- Work on key Strategic Initiatives for Markets business
- Create Client Briefs, Pitch books, Account Plans/Game Plans for Key clients for Market business
- Provide Competitor Analysis landscapes (Coalition) for Senior Management meetings
- Develop dashboards and MIS reports analyzing volume, Revenue, Risk and Sectors etc...
- Automate current reports and develop new reports in Analytical tools like Qlikview, Tableau, Business Objects, Flightdeck etc...
- Provide desk with ad-hoc analysis on desk coverage, sales interactions, tiered clients, etc..
- Identify and implement controls to enhance participation in the Markets client strategy and technology platforms
- Ensure timely and accurate responses to inquiries.
Desirable skillsets/ good to have:
- Good at synthesizing information and Storytelling
- Excellent PowerPoint and Excel skills
- Knowledge of Markets Business and their risk factors
- Experience of producing Business MIS
- Experience of Managing Technology Projects
- Attention to detail
- Excellent communication skills (oral/written)
- Strong Analytical Skills
- Aptitude for self-learning - Should be able to demonstrate a self-starting attitude
- Proactive in nature. Should be able to take decisions and support those.
- Team player
