Virtual Relationship Banking-prime

1 month ago

Mohali, India HDFC Bank Full time

**Group Company**: HDFC Bank Limited

**Designation**: Virtual Relationship Banking-Prime Officer-Processing (SBU105_2195_100074)

**Office Location**: Phase 7 Mohalli Mohali (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
- **Preparing Productivity MIS**: 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.

**Educational qualifications preferred**
- **Category**: Bachelor's Degree

**Required work experience**
- **Years of experience**: 1 to 2

**Required Skills**:

- MIS, Analysis & presentation skills.

**Required abilities**
- **Other**:Major Stake holders **(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties)
- Prime Head
- Regional Head
- Unit Head
- Team Managers
- Channel Manager

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