MIS Analyst
Emirates NBD
Total years of experience :17 years, 0 Months
Major responsibilities
- Prepare Bank wide New Business Sales reports on Daily & Monthly basis for Company’s Top Management.
- New Business reports include Auto Loan, Personal Loan, Home Loan, Credit Cards, Fixed Deposits, Investments and CASA.
- Prepare Performance Packs of Various Segments for the presentation in monthly Sales Governance Committee (SGC).
- Key person role to support CLM, Product, HR, Finance, Retail Cards Business (RCB), Call Centre and Sales in following areas
- Incentives and Performance reports preparation of Sales staffs at Channels, SME and Call Centre Operations for all products mentioned above
- Simulation of New Incentive structure Vs Old.
- Budgeting of monthly as well yearly Incentives/Rewards.
- Preparing Ad-hoc analysis report for Finance, Product, RCB and Sales Head.
- Update Group Finance on monthly incentives paid to sales staffs from all segments.
Monthly BAU.
1. Data collation/extraction from SAS, Cognos and Business for all products mentioned above.
2. Data Mining, Data Consolidation and Incentive files preparation for all teams.
3. Circulate individual targets to RBEs in the beginning of the month.
4. Circulate incentives summaries to all Sales Coordinators.
5. Calculate incentives for each team processors/coordinators as well.
6. Responding exceptional queries raised by coordinators.
7. Get confirmation from respective Sales Heads on Incentive files.
8. Circulate individual Performance Reports of RBEs, reporting ASM, SM, and Sales Heads upon receipt of Sales Head confirmation.
9. HR Pay-out checking to ensure no duplicate payments are happing in current month as well as matching with history record.
10. Share pay out file with Group HR after obtaining approvals from respective Heads (GM Retail Banking, Finance Head, and Channels Head).
11. Support Line Manager in Ad-hoc requests/reports requested from different segments.
12. Prepare monthly, Quarterly & Annual reward reports.
13. Prepare Sales Topper report from all teams and share the same with respective Coordinators.
14. Incentives structure is different for each segment (Call Centre, Direct Sales Force and SME) so the above listed steps apply for all of them but separately and Incentive Cycle is also separate for each segment.
Preparation of Monthly Performance Pack of Unit Heads and RM for Regional Head Wealth Management which Covers Following Areas
1. Investment Business status at Monthly Level and YTD Level.
2. Overall Wealth Team Growth in Investment Products at YTD Level.
3. Unit Heads' Monthly and YTD Performance.
4. RMs' Monthly and YTD Performance.
5. RMs' YTD Productivity.
The above listed data was extracted from Globus / T24 system.
Report Daily MIS to Regional Head, Support Team and Manager Ops.
Prepare Welcome Letters for Wealth Clients.
Support entire wealth Management Department in day today Admin, IT and Client related activities.
Special Achievement
Prepared an Excel Automated Program for Wealth Management Department which provides end to end status of a Single RM on one A4 Sheet with Automated Graph
750 plus Direct Sales Force Staff Monthly/Quarterly/Annually Performance Packs monthly incentives/rewards calculation and analytical reports/presentations to Top Management (GM Retail Banking, Head DSF, Head Consumer Finance and Group CEO).
Approximately AED 2.5 to 3 Million Incentives and Rewards per month.
Incentives against Core and Cross sale which includes the following Products.
1. Car Loan
2. Personal Loan
3. Mortgages
4. Credit Cards
5. Bancassurance.
6. Fixed Deposits
Daily Sales Reports to All Branch Managers and Business Partners of All Segment Heads (Retail, SME, Priority, Private and Corporate Banking).
Query resolution, obtaining of necessary Approvals and Advice of Pay out to HRS in relation to Incentive Calculations.
Ensure the Incentives get credited to staffs’ accounts with in TAT without delay.
Budgeting of Monthly and Annual Incentives for All segments Sales Staff.
Analytical & Ad-hoc requests included Business requests for additional MIS, Analytical reports and analytical review of Business cases (evaluation of validity/feasibility to support approval/decline decisions).
Major Role in Supporting Business Partner (Head Channels and DSF) to Provide Business Analysis reports.
Support Business Partners in preparing Sales Staffs’ appraisal.
Support Product Heads (For above listed products) for day today MIS and Analytical reports which helps them in making decision to Increase Product sale and as well as to take a call on Incentives revision (In term of Increase or Decrease).
The Data was extracted from Oracle / FinOne / Finacle.