MAIN PURPOSE OF THE JOB

To optimally manage the information and reporting flow for Customer Engagement Channels

KEY PERFORMANCE INPUTS / ACTIVITIES:

Production of standard daily, weekly and monthly MIS.

Ensure that all relevant MIS is produced, including but not limited to:

o New business reporting,

o Product reporting

o Channel reporting,

o Customer reporting

o Performance Reporting

o Productivity Reporting,

o Bureau Reporting

o Relevant exception reports,

o Executive Pack reporting

MIS delivery platform and management

Translate business requirements into advanced MIS Reports

Automation of Business users reporting needs, consulting with users, best practise solutions to optimize reporting, identify opportunities to utilise data and so drive optimisation of analytics, and forecasts

Utilize analytics tools (Power BI, Excel, and SQL) to provide actionable insights

Provision of data for ad hoc reporting and analysis projects.

Manage the provision of data for analysis of ad hoc investigations and provide solutions and recommendations to the business

Manage the relationship with the AB business unit heads and other staff.

Liaison with data teams in other areas of the business to ensure that data provided is accurate, complete and consistent with data in other areas.

Provide reporting into the regular (monthly and quarterly) forums in accordance with timelines and quality standards.

Customer

Create and maintain productive relationships with internal clients.

Keep the client informed about progress through written communication, telephone communications and/or face to face meetings

Build a positive image by exceeding client expectations at all times

Treat internal and external customers fairly at all times

MINIMUM EDUCATION

Matric + relevant data qualifications

MINIMUM EXPERIENCE

1-3 years’ experience in data management and reporting in a financial institution.