Preparation of MIS and Leader dashboards and performance dashboards for sales team.
Parameters tracked include Revenue, NTB and Assets & Deposits balances
Customer portfolio – prepare and circulate all details available a customer level including active/inactive clients, RM /Tl/Region/CSM mapping, product mapping and digital parameters
P&L leakages – identify and fix P&L leakages, liaise with finance regularly; take feedback from RM/TLs and provide assistance on queries
Presentations – Various themes including Senior management reviews, thematic reviews and business performance updates
Manage project, roll out and post completion review from teams.
Cost monitoring and creation of provision for CMB and tracking for reversals. Prepare contra mechanism for UBD anchor fee, legal and valuation and Lead generator fee
Creating reports and preparing submissions for various regional, strategy teams and INM level reviews and decks; newsletters etc.
Tracking and reporting of franchise income
Automation of standard MIS; provide data to campaigns like Premier league including Fx criteria; Finance reporting etc
