About this role
Job Descriptions:
Sales Performance Dashboard
• Executing sales performance dashboard by products/ channels to support Consumer Banking business • Supporting superior in coordinating with reporting teams to execute and extract the performance tracking based on the prescribed business rules for the purpose of performance management • Assisting superior in monitoring information consistency, streamlining and synchronisation of reports from reporting teams for sales performance measures • Provide guidance and attend queries from respective stakeholders in related focus area pertains to sales performance and measurement
Sales Report and Analysis
• Prepare sales productivity reports and analysis for portfolio under purview through monthly performance dashboard • Supporting business units in the production of performance report for management perusal, i.e. monthly performance dashboard, monthly FBI reports as well as monthly management meeting (MMM) slide presentation. • Production of monthly OPEX, CRR, CFR report for business units monitoring and review of cost and income distribution. • Preparing annual business units profiling for management
KPI Performance Tracking
• Prepare monthly KPI data – basic information, template used, target and achievement for the team/ portfolio under purview • Collate, validate and tabulate performance details on monthly, quarterly and half yearly basis for the team/ portfolio under purview. • Monitor information consistency, streamlining and synchronisation of report with source providers • Ensure that the data maintenance and information are available for KPI tracking tabulation • Monitor the implementation of MIS processes and ensure the accuracy and completeness of KPI tracking tabulation by system for the team/ portfolio under purview • Provide support and assistance on any queries from staff pertaining to KPI tracking and other performance measure
Incentive Qualifier Reporting
• Producing incentive qualifiers report for business units pertains to incentive payout under the respective portfolio under review on monthly, quarterly and yearly incentive qualifiers criteria. • Coordinating with Sales Planning and CBPA-Incentive team on incentive qualifiers matters
Regulatory Compliance
• Ensures all operations in compliance with Group, local and regional regulations • Ensures compliance with regulatory requirements (e.g. BNM) and external auditors
Required Skills;
• Advanced Microsoft Excel functions (macro programming) and reports automation skills • Knowledge of reporting and visualization tools such as Power BI, Tableau, or similar platforms will be an added advantage • Understanding of web based application using JAVA, PHP, MsSQL or any other programming language is supplementary benefits. • Experienced in sales performance tracking, sales dashboarding and analytics • Strategic analytical thinking with attention to detail and strong math aptitude, pro-active independent with less supervision • Exposure to business process orientation is preferred