Job Description
Function - Investments
Location - Mumbai
Job Purpose
Candidate would be responsible for Data Management, Analytics, MIS & Reports of investment and wealth management products for the bank across channels
Overall Job Description -
Strategic / Managerial Responsibilities
1. Data Management, Analytics, MIS & Reports across all investment products
2. Ensure robustness, accuracy & sustainability of reports
3. Lead Management & Analytics
Core responsibilities
• Assemble large, sophisticated data sets that meet functional & nonfunctional business requirements
• Internal & external data driven insights for business
• Identify, design & implement reports & dashboards
• Automating manual reports & optimizing data delivery for scalability
• Build data tools to assist in business decision making
• Work closely with Operations, Analytics & Channel teams
• Managing Business Enablers – initiatives, new products or campaign management data highlights
• Handling the stakeholders & multiple channel requirements simultaneously, addressing channel query and providing resolution within specified TATs
• Identify & extract potential leads, prospecting & conversions
• Data mining & segmentation
• Streamline MISs and make it friction free for RMs
Technical Experience
• Good understanding of banking financial & Investment knowledge & terminologies
• Strong analytical skills
• Proficiency with MS Word, Excel, Power point, systems
Non-technical Experience
• Team player & problem solver
• Good interpersonal, collaboration and written & oral communication skills
• Ability to understand internal channels requirement
Educational/Professional Qualification - Post Graduate
Work Experience - 5 - 10 Years
Requirements - Strong domain knowledge with understanding of products with data orientation, collaborative and team management skills. Must have experience with a bank in investment domain.
Location - Mumbai
Job Purpose
Candidate would be responsible for Data Management, Analytics, MIS & Reports of investment and wealth management products for the bank across channels
Overall Job Description -
Strategic / Managerial Responsibilities
1. Data Management, Analytics, MIS & Reports across all investment products
2. Ensure robustness, accuracy & sustainability of reports
3. Lead Management & Analytics
Core responsibilities
• Assemble large, sophisticated data sets that meet functional & nonfunctional business requirements
• Internal & external data driven insights for business
• Identify, design & implement reports & dashboards
• Automating manual reports & optimizing data delivery for scalability
• Build data tools to assist in business decision making
• Work closely with Operations, Analytics & Channel teams
• Managing Business Enablers – initiatives, new products or campaign management data highlights
• Handling the stakeholders & multiple channel requirements simultaneously, addressing channel query and providing resolution within specified TATs
• Identify & extract potential leads, prospecting & conversions
• Data mining & segmentation
• Streamline MISs and make it friction free for RMs
Technical Experience
• Good understanding of banking financial & Investment knowledge & terminologies
• Strong analytical skills
• Proficiency with MS Word, Excel, Power point, systems
Non-technical Experience
• Team player & problem solver
• Good interpersonal, collaboration and written & oral communication skills
• Ability to understand internal channels requirement
Educational/Professional Qualification - Post Graduate
Work Experience - 5 - 10 Years
Requirements - Strong domain knowledge with understanding of products with data orientation, collaborative and team management skills. Must have experience with a bank in investment domain.
💡 Quick Summary
Seeking a career-building opportunity? The Business Analytics Manager - Investment position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.