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HSBC Group
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CA Intern
HSBC Group
posted 12d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Preparation of MIS and Leader dashboards and performance dashboards for sales team.
- Parameters tracked include Revenue, NTB and Assets Deposits balances
- Customer portfolio prepare and circulate all details available a customer level including active/inactive clients, RM /Tl/Region/CSM mapping, product mapping and digital parameters
- PL leakages identify and fix PL leakages, liaise with finance regularly; take feedback from RM/TLs and provide assistance on queries
- Presentations - Various themes including Senior management reviews, thematic reviews and business performance updates
- Manage project, roll out and post completion review from teams.
- Cost monitoring and creation of provision for CMB and tracking for reversals. Prepare contra mechanism for UBD anchor fee, legal and valuation and Lead generator fee
- Creating reports and preparing submissions for various regional, strategy teams and INM level reviews and decks; newsletters etc.
- Tracking and reporting of franchise income
- Automation of standard MIS; provide data to campaigns like Premier league including Fx criteria; Finance reporting etc
- Minimum Graduation or as required for the role, whichever is higher
Employment Type: Full Time, Permanent
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