WBCG: REG - Support & MIS

NTB Pre-approval process

i) Preparation of the pre-approved list on a quarterly basis

ii) Release of preapproved list to RMs through CRM

iii) Maintaining the dashboard on pre-approved limit setting and monitoring conversions

2) ETB Deepening

i) Categorization of ETB into A,B,C basis RaROC and PPC /income potential

ii) Monitoring Calling rhythm (across RMs and GHs); basis ETB categorization

iii) Monitoring the review cadence across hierarchy

3) Training

i) Finalisation of training programmes

ii) Administration of assessments

iii) Monitoring of attendance & % age of people clearing the assessment

4) Marketing enablers like linkedin posts, round table conferences, events, sales pitch Deck etc

5) Structured quarterly knowledge sharing sessions with case studies between coverage & CBB

6) Dashboards around RM productivity and business pipeline

7) Reviews & Updates

i) Work along with strategy on fortnightly MD updates

ii) Review updates to GE and MD

· To upload and update the Mid Corp project on Samadhan portal as P1 project

Optimal qualification for success on the job is:

· CFA/ CA/ MBA (Finance) from a recognized institute

For successful execution of the job, the candidate should possess the following:

· In-depth knowledge of key drivers and indicators in the relevant sectors

· A solid understanding of financial statements, ratios

· Understanding of compliance and regulatory norms

· Good relationship management and strong communication and presentation skill