Job Description

From 4 to 9 year(s) of experience
₹ Not Disclosed by Recruiter

Mumbai

Roles and Responsibilities Job Purpose:

• Overachievement of business objectives – mobilization and income for RBI Bonds, SGB
• Process management & enhancement

• Data management, MIS
  

Job Responsibilities:
Business Objective – RBI Bonds & SGB (40%)
Actionable

• Ensuring that annual business plans for RBI Bonds, SGB (defined in year beginning) is delivered
• 105% achievement of Sales Objective taken for each plan and YoY growth in line with overall Bank growth
• Increase in Market share of Bonds by 50% year on year
• Increase in SGB, RBI Bonds penetration in Bank by 20% year on year
• Driving market leadership position for RBI / SGB. Market leadership is defined as maintaining top-position in all segments/channels/geographies where bank is market leader currently and moving to top-2 positions where bank is currently not the market leader nor amongst top-2
• Ensuring daily update to channels (as and when tranches are declared) and weekly management update on progress of key business parameters
• Support the channel in getting due credits of business and income in close coordination with TPP ops team

Data Management, MIS& Analysis (35%)

• Daily publishing of all channels MIS across Investment Products
• Co ordination with Ops, Analytics, BIU, AMC, KRA for data sources. Data inputs / MIS for senior management presentations. Regular tracking of channel performance
• Data analysis of various data obtained through sources and presenting to management with new insights - SIP Persistency / renewals, etc – Monthly MIS to be sent
• Release of special MIS to channels - NFO drives, special drives
• Co ordination with Analytics team and ensuring more Investment segments are added to CRM objective for channels.
• Evaluation of report automation.
• Tracking of Pre approved segments at customer and group level to ensure minimum 5% conversion for the year of the total base
• Tracking of Investment Products penetration at group id / custid level and monthly publishing to channels on % penetration region wise
• Ensuring the High Propensity data is made available to the Branches on monthly basis as an opportunity to reach out the customers for more Mutual Funds penetration.
• Ensuring the SIP expiry data uploaded in CRM & tracking the convertibility of the same on monthly basis.
• Introduction of new data points / analysis each quarter to channels

Process Development / Improvement (15%)

• Process development for Distribution of SGB / RBI Bonds in new channels
• Digital process for SGB - Initiatives for enabling SGB through digital platform. Development of Adobe journey for SGB/RBI
• Monitoring end to end processing of the Sovereign Gold Bonds during the tranche period, customer communication - emailers, SMS during the tranche period. Communication to the channels.
• Management and closure of queries for SGB &RBI Bonds
• Enhancement of existing processes for Investment Products – One process enhancement semi annually

Regulatory management (10%)

• Ensuring all regulatory processes are followed & Bank meets all regulatory, audit, compliance guidelines
• Engagement with regulatory authorities on data, process enhancement, queries, submissions
• Ensuring query resolution

Major Stakeholders:-
(intra team and cross functional stakeholders, who would need to be interacted with for discharging duties)

• Sales channels across the Bank
• Senior Management
• Cross functional teams like Ops, BTG, IT etc
• Regulators - RBI, SEBI, AMFI etc
• Industry participants like AMCs, RTAs, NISM, CIEL etc
• Subsidiaries
• Competition
  

Role:Product Manager Salary: Not Disclosed by Recruiter Industry:Banking Functional AreaProduct Management Role CategoryProduct Management - Technology Employment Type:Full Time, Permanent
Key Skills
data analysisdata managementmisproduct managerRBI BondsSovereign Gold Bonds
Education PG:CA in CA,MBA/PGDM in Any Specialization

Company Profile

RiverForest Connections Private Limited
Leading Private Sector Bnak
Company Info


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Recruiter Name:Gunjan Rai Contact Company:RiverForest Connections Private Limited Telephone:9039318609 Website:http://careers.riverforestconnections.com