Job Description
A Position Overview
Position Title
MIS Executive
Department
HDFC Bank all channel
Level/ Band
Executive
Role Summary: Executive MIS & Sales Coordinator: HDFC Bank-All Channel.
B Organizational Relationships
Reports To
Senior Manager / AVP
Supervises
Individual contributor
C Job Dimensions
Geographic Area Covered
Pan - India. All Departments
Stakeholders Internal
HDFC Bank All Channel
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. Reassesmbles 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
Experience
1-2 years' data MIS experience in financial services sector
Age
Maximum upto 35 years
Position Title
MIS Executive
Department
HDFC Bank all channel
Level/ Band
Executive
Role Summary: Executive MIS & Sales Coordinator: HDFC Bank-All Channel.
B Organizational Relationships
Reports To
Senior Manager / AVP
Supervises
Individual contributor
C Job Dimensions
Geographic Area Covered
Pan - India. All Departments
Stakeholders Internal
HDFC Bank All Channel
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. Reassesmbles 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
Experience
1-2 years' data MIS experience in financial services sector
Age
Maximum upto 35 years
💡 Quick Summary
Seeking a career-building opportunity? The Senior Executive | HDFC Bank All Channel 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.
