MIS Executive

A Position Overview

Position Title

MIS Executive

Department

Federal Bank

Level/ Band

Executive

Role Summary: Executive MIS & Sales Coordinator: Federal Bank.

B Organizational Relationships

Reports To

Senior Manager / AVP

Supervises

Individual contributor

C Job Dimensions

Geographic Area Covered

Pan - India. All Departments

Stakeholders Internal

Federal Bank

External

NA

D Key Result Areas

· Internal and Partner MIS and Sales Co-ordination.

· Creates new and innovative ideas for Partner and MIS management.

· Responds to any inquiries from sales teams, coordinate with them on regular basis on central initiatives

· Evaluates the performance of sales team (Goal sheet Tracking of internal team)

· Makes presentations to internal and external team.

· Has the ability to make all day to day Productivity and Activation MIS of Sales Team.

· Building Relationship with IT, Ops and other Teams for any data/MIS related matter

E Requirements

· Extensive Knowledge of Excel and Power Point.

· Minimum 2-5 years of Experience in MIS and Sales Co-ordination.

· Knowledge of creating different Sales/Business/KPI Dashboards will be added advantage

· Analytical with Insurance/Financial Industry & Process Knowledge would be added advantage

F-Competencies

Competency For
Business Associate Manager
(Manager/ Asst. Manager/ Sr. Executive/ Executive)

Proficiency Scale

Proficiency Scale Description

PARTNERSHIP DISTRIBUTION

Building and Managing Relationships

Working effectively with key

stakeholders (internal and

external) and cross functional

team members to build

collaborative relationships

based on confidence, trust and

respect to facilitate the

accomplishment of common

work/ business goals.

Networking and influencing

skills with individuals across

teams with diverse working

styles to focus on sustainable.

relationships over a long term

basis for better work synergy.

1

Ability to lead in managing internal customer, external customers and

institutional relationships to deliver operational impact. Actively develops network of internal and external customers to extend influence, support the achievement of business objectives and manage reputational risk in business delivery. Modifies behaviour and approach to deal with changing scenarios. Assertively communicates and explains the process, implications, and rationale for change to those affected by it. Shares one's learning within the team to help other manage stakeholders effectively.

Develops and promotes an inclusive team approach towards effective relationship management. Assesses situations appropriately, demonstrating political judgement through interactions with colleagues and partners. Plans effectively aiming towards a specific impact, including taking bold, creative or unusual actions to make a point or get through to others. Makes personal commitments in order to build trust and

credibility. Promotes forthrightness in communication and encourages relentless commitments with external and internal stakeholders. Coaches team members for effective relationship management and reviews regularly.

Effective Communication

Is attuned to the needs, perspectives and sensitivities of others and acting with them in mind. Communicates effectively to set the right perspective of self and team and provide constructive feedback.

1

Articulates and presents effectively to facilitate understanding. Willingness to listen when approached by others; listens and responds to people’s concerns by altering own behaviour in a helpful manner. Provides explanations and rationale of the action taken. Facilitates formal discussions between work group members to address ongoing workplace tension and/or persistent conflicts.

Conveys one's own thoughts and point of opinion in a contextual framework. Actively listens to co-workers and empathizes with them to gain a better understanding of the real scenario and constraints. Reassembles cross-functional team members on a particular issue or mutual-goals effectively by influencing core actions. Demonstrates knowledge of ethics, collaborative approach including neutrality, confidentiality, objectivity, respect for differences and honesty. Uses appropriate interpersonal styles and communication strategies in facilitating group discussions and communicating with others.

Analytical Thinking

Displays the ability to consider a

variety of perspectives in a

particular situation by analyzing

facts, data and scenario based

insights to enable a logical,

well-reasoned and informed

decision - making process .

1

Distinguishes between situations and the need for information and reasoning. Provides multi-perspectives to a situation, including aspects others may have missed.

Analyzes the information gathering and reporting process, reviews trends and

predict the outcomes Identifies linkages within multiple sources.

anticipates issues that are not readily apparent on the surface; identifies root

causes and effects. Reports and identifies areas that need

guidance in order to resolve complex issues; anticipates the possible outcomes or potential solutions.

Outlines approaches and measuring index for assessment by establishes clear goals and priorities. Designs and implements methods and tools to automate the audit

process. Identifies linkages within multiple sources; anticipates issues that are

not readily apparent on the surface; identifies root causes and effects.

Anticipates situations and enables approaches needed to resolve them; anticipates the possible outcomes or potential solutions; identifies trends of events. Keeps the organizational priorities in mind, when making decisions or analyzing the cost and benefit of various alternative methods. Shares the importance of analytical thinking with team members and encourages usage of data and insights on their area of work.

Managing Conflicts Effectively

The ability to deal with conflicts

in a positive manner to enhance

learning and group outcomes,

including effectiveness or

performance in organizational

setting .

1

Listens to different point of views and promotes mutual understanding.

Identifies and takes action to minimize confrontations, disagreements, complaints

and grievances. Identifies and evaluates elements of conflicts and enables the conflict resolution process. Ability to take proactive actions to prevent potential conflicts. Directs the attention of individuals in conflicts on mutual goals. Demonstrates knowledge of ethics, collaborative conflict resolution techniques and approaches to handle a situation. Shares approaches and success stories with team members on effective conflict management at work.

Functional knowledge

Has a thorough understanding of

knowledge and skills sets

required to excel within the

function in order to build a

business model leading to

sustainable growth for

customers and consumers.

1

Application of critical thinking to specific business and control processes and systems to generate an in-depth understanding of the important variables. Accurately identifies the cause effect relationships among key business variables.

Understands and evaluates financial, operational, and regulatory risk within the organization and its processes taking into consideration the big picture. Analyzes processes to identify appropriate and critical controls and objectives

Guides team in deploying appropriate process to identify business variables. Creates awareness and understanding of the business to in order to connect with the core activities of the function effectively. Guides team in measuring the performance of the business line and various processes from an audit and compliance perspective.

Identifies areas of development in the systems and recommends approaches to mitigate the risk. Makes recommendations on process and system improvement

basis the audit findings to mitigate risks at an organizational level.

Technical

Analytical skills, laptop/disc imaging skills, good interviewing and interrogation skills.

Proficiency in use of computers, especially MS Word, Excel and PowerPoint.

Behavioral

Passion for research and investigative evidence analysis

Essential

Desired

Interpersonal skills

·

Communication skills

·

Creative thinking skills

·

Influencing skills

·

Relationship Building skills

·

Data Analytics skills

·

Teamwork Skills

·

Decision making skills

·

Supervising/Leadership skills

·

H Incumbent Characteristics

Essential

Desired

Qualification

Graduate

Graduate

Experience

3-5 years’ data MIS experience in financial services sector

Age

Maximum upto 35 years

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