Assistant Manager, GCB - BMO Consumer Sales Reporting & Monitoring MY

Open 40d

Job Descriptions:

Sales Performance Dashboard

Executing sales performance dashboard by products/ channels to support Consumer Banking business
Supporting superior in coordinating with reporting teams to execute and extract the performance tracking based on the prescribed business rules for the purpose of performance management
Assisting superior in monitoring information consistency, streamlining and synchronisation of reports from reporting teams for sales performance measures
Provide guidance and attend queries from respective stakeholders in related focus area pertains to sales performance and measurement

Sales Report and Analysis

Prepare sales productivity reports and analysis for portfolio under purview through monthly performance dashboard
Supporting business units in the production of performance report for management perusal, i.e. monthly performance dashboard, monthly FBI reports as well as monthly management meeting (MMM) slide presentation.
Production of monthly OPEX, CRR, CFR report for business units monitoring and review of cost and income distribution.
Preparing annual business units profiling for management

KPI Performance Tracking

Prepare monthly KPI data – basic information, template used, target and achievement for the team/ portfolio under purview
Collate, validate and tabulate performance details on monthly, quarterly and half yearly basis for the team/ portfolio under purview.
Monitor information consistency, streamlining and synchronisation of report with source providers
Ensure that the data maintenance and information are available for KPI tracking tabulation
Monitor the implementation of MIS processes and ensure the accuracy and completeness of KPI tracking tabulation by system for the team/ portfolio under purview
Provide support and assistance on any queries from staff pertaining to KPI tracking and other performance measure

Incentive Qualifier Reporting

Producing incentive qualifiers report for business units pertains to incentive payout under the respective portfolio under review on monthly, quarterly and yearly incentive qualifiers criteria.
Coordinating with Sales Planning and CBPA-Incentive team on incentive qualifiers matters

Regulatory Compliance

Ensures all operations in compliance with Group, local and regional regulations
Ensures compliance with regulatory requirements (e.g. BNM) and external auditors

Required Skills;

Advanced Microsoft Excel functions (macro programming) and reports automation skills
Knowledge of reporting and visualization tools such as Power BI, Tableau, or similar platforms will be an added advantage
Understanding of web based application using JAVA, PHP, MsSQL or any other programming language is supplementary benefits.
Experienced in sales performance tracking, sales dashboarding and analytics
Strategic analytical thinking with attention to detail and strong math aptitude, pro-active independent with less supervision
Exposure to business process orientation is preferred

See also