Group Company: HDFC Bank Limited
Designation: Virtual Relationship Banking-Prime Officer-Processing (SBU105_1394_100074)
Office Location: Gillanders House Kolkata (Branch)
Position description:
Prepare and Publish MISs on all areas of the Channel's operations
.Preparing Dashboard which is maintained as a quick snapshot containing every detail right from manpower count / productivity / product-wise volumes / cost / income / profitability / attrition etc…, and the same is shared with the Business Head and senior management.
.Preparing Score Card of all RM / TM / UH / RH providing a clear update on performance as is on various performance parameters
- Rolls out a monthly productivity report highlighting performance peaks and gaps, product-wise location-wise
- Contest, Daily & Hourly MIS updates: In addition to the above, also prepares several MISs to track the session wise and daily updates on business
- Analyzing huge data base and extracting business pertaining to the channel for preparing the business performance of the channel.
- Product Dump & Use File Reconciliation: Highlight & Track Missing business & arrange for credit following up with respective product.
- Lead Management: Downloading leads from CRM & share the MIS & Lead status with Channel.
- Preparing Adhoc MIS required by top management like preparing data for presentation, coordinating with regions to get the status of Insurance audit cases, Preparing masters.
Primary Responsibilities:
- Officer - Processing - performs the important function of tracking the business-critical activities and reporting the same as desired by the Management.
- The position liaises with the back-end teams of Product to obtain updates / dump on business and accordingly publishes MISs to the team, to the top management.
- He/She is also responsible to track and analyze cost.
- To maintain Dashboard and share it with the Management and Fincon on a monthly basis, besides publishing hourly, daily MISs on the Channel's business and operations.
Required work experience
- Years of experience: 1 to 2
Required Skills:
- MIS, Analysis & presentation skills.
Required abilities