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Manager - Sales MI and Data Analytics - Client Business
4-7 years
Bangalore / Bengaluru
1 vacancy
Manager - Sales MI and Data Analytics - Client Business
HSBC Electronic Data Processing
posted 13d ago
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Flexible timing
Key skills for the job
Job Description
We are currently seeking an experienced professional to join our team in the role of Manager - Sales MI and Data Analytics - Client Business
Principal responsibilities
- Responsible for delivering the MI requirements of Sales and Business heads of AMG group through Power BI dashboards
- Ability to create meaningful management report views in Power BI using various Asset Management Business measurement attributes such as pipeline generation, activity trended views, business in pipeline / risk and provide a qualitative narrative on the Sales data through Power BI dashboards.
- Play a key role in developing and maintaining the Sales MI function for global consistency and bring efficiency in the flow of MI information across the chain.
- Automation, efficiency and streamlining the manual processes of conventional reporting and creating better & qualitative data stories in Power BI.
- Design and develop dashboards and reports in Power BI, ensuring they are scalable, performant, and fit for purpose.
- Manage the Power BI service, understanding on how content is managed in the service.
- Provide trainings to country/region heads and frontline sales and support them with any reporting queries they may have.
- A good understanding about CRM, knowledge in Microsoft Dynamics an advantage
Requirements
- Proven experience in Power BI, Data analytics, MI reporting, Sales Metrics, Sales reporting etc. for a Global Asset Management firm.
- A good understanding of the Asset Management business. Specifically, the business measurement attributes of Sales data such as pipeline, business at risk, activities, campaigns etc. with a bend towards the AM s Institutional and Wholesale Business Client Sales data.
- Good knowledge of funds and asset classes in the Asset and wealth management business.
- Excellent Power BI skills, Microsoft Excel, and Power Point skills for management reporting.
- Stakeholder management is a critical attribute, the ability to work as a team player in a cross functional environment is must.
- Overall experience of 4 years or above with Power BI tool; preferably in the Asset Management industry in Business / Client Support and financial reporting role.
- Qualification Post Graduation / MBA / IT degree and/or qualification from a reputed institute.
Employment Type: Full Time, Permanent
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Flexible timing
Monday to Friday
No travel
Day Shift
HSBC Electronic Data Processing Benefits
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Manager - Sales MI and Data Analytics - Client Business
4-7 Yrs
Bangalore / Bengaluru
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