AVP Portfolio, Performance & Business Planning.RBG-Pvt Bnkg Head & Central Team
# AVP Portfolio, Performance & Business Planning.RBG-Pvt Bnkg Head & Central Team **Mashreq** · India · `Remote` · `Full Time` 💼 **Уровень роли:** `Director` 🕒 **Статус:** *Опубликовано: сегодня* · *Источник: Himalayas (JSON API)* --- ### Top Skills & Match 🎯 **Ключевой стек роли:** `[Portfolio-Manager]` `[Performance-Manager]` `[Business-Analyst]` `[Financial-Analyst]` `[Private-Banking-Analyst]` `[Private-Banking-Portfolio-and-Performance-Director]` --- ### About the Role Business Planning, Performance Management & Portfolio Management: - Business Planning and reporting for Private Banking including annual budgeting, forecast, actuals tracking, cost allocations, HC management etc. - Analyze Monthly financials including Segment level, Product and Customer level reporting and ensure any gaps and opportunities and discussed and addressed with Finance team - Ensure portfolio is correctly mapped to each RMs, manage all remapping, upgrades /downgrades, and allocations during RM change/resignations. - Track all KPIs for Segment and teams RM, UM, IS, CSMsin line with their MBOs & scorecards - Implement a robust scorecard, incentive plan and sales governance for all roles in line with Segment’s vision, including on-going monitoring and execution. - Defining FY Targets in accordance to Business plan and set goals, rollout to Frontlines - Quarterly Target adjustments on account of re-tagging/compliance closures/upgrades - Revenues Forecast and identify the gaps for planning and implementation - Ensure timely and accurate Payouts to Frontlines, including retrocession adjustments - Enhance Performance Dashboard to include all parameters for a complete Performance update for review and tracking. - Publishing Performance Dashboard on a monthly basis across allprofiles and accurately. - Solving RM queries and Liaoning with Finance to close all raised queries. - Creating simulation scenarios as per business KPIs for evaluation and implementation External Asset Manager Desk & Intermediary Governance: - Manager governance of EAM desk and Intermediary Desk within Private Banking –SOPs, framework, Agreements, tracking, retrocessions, regulation and governance including termination and quarterly performance reviews - Manage process of referral, agreements, revenue tracking and retrocession payouts - Have effective Governance forum for EAMs and Intermediaries as agreed with Wealth Governance team, ensure all contracts and data in system is accurate, ensure RCSA as necessary and payment process. - Interact closely with RMs, BIU, Finance, IT and Ops , CPD, CX, Governance teams for relevant processes and keep an eye for automation - Maintain cross functional relationship with Segment and Product teams, other stakeholders i.e. Risk, Credit, Compliance as needed - Operate within demarcated business areas adhering to the policies and guidelines set - Ensure all SOPs related to the function are in place and updated time to time as required - Maintenance of all records / approvals in place, put controls to ensure effectiveness - Ensure compliance of policies and procedures within the bank Knowledge, Skills and Experience - A strong candidate with outstanding knowledge of systems including Macros, SQL , BI - A proactive and energetic personality with the ability and desire to multi-task - Post Graduate with a minimum of 12+ years experience with one or more main stream banks. - Excellent communication, negotiation and analytical skills and identify areas of improvement - Strong understanding of P&L, along with client life cycle management - Must be a strong collaborator, team player, and individual contributor Originally posted on Himalayas
- Portfolio-Manager
- Performance-Manager
- Business-Analyst
- Financial-Analyst
- Private-Banking-Analyst
- Private-Banking-Portfolio-and-Performance-Director
Наблюдалась 2026-10-03, впервые 2026-10-03, источник — Himalayas (JSON API).