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Portfolio Performance And Business Planning Manager RBG - MG Client Coverage - DIC Retail Banking Group

Talentmate

United Arab Emirates

17th October 2025

2510-2195-211

Job Description

Overall portfolio management, generation of detailed segment reporting and carrying out appropriate analytics to ensure ongoing guidance to the sales teams and develop dashboard for frontline management.
Portfolio Analytics on regular basis for MG to take strategic and Tactical decisions, regular segmentation of base for productivity enhancement and penetration
Seamless migration of clients between and within segments and adjustment of budgets and targets
Manage & Drive Portfolio Management, Business Planning and reporting for MG
Assist HOMG on set-up of efficient sales model, define role KPI’s, establish key deliverables and formulate tracking process. Support embedding the new branch transformed model to create world class sales and service experiences, competencies, behaviors, tools and frameworks.
Develop and implement sales management tools and Periodic circulation of RM/Team Performance reports
Implementing the performance management process and Root cause analysis of low performers using analysis, tracking performance improvements plans with AM for respective individual and monitoring.

End to end management of the Incentive scheme policy , implementation and ensuring to timely release of staff incentives.

Sales MIS, KPI tracking for MG, business planning and Management reporting for MG , BANCA and Mortgage.
Developing and Implementing of Sales Incentive plan for RM/AM/VPC/FX advisor, Other business incentive plan (IAs, CSMs), Cross sell KPI’s and Incentive payout and on-going monitoring and execution for MG.
Create balanced scorecards to enhance productivity / engagement for all RMs in MG.
Portfolio Analytics on regular basis for MG and MG plus to take strategic and Tactical decisions regular segmentation of base for productivity enhancement and penetration
Lead wealth related initiatives and projects i.e. AGILE, Sales Management automation and Digitization of process
Manage onboarding process and adherence to policy across all channels for MG client and ensure rightful onboarding of client and credit to channel and seamless mapping of RM in rightful manner
Work with product managers and develop other Fee income
Seamless migration of clients between segments and adjustment of budgets
Overall portfolio management, generation of detailed and segment MIS and carrying out appropriate analytics to ensure ongoing guidance to the sales teams and develop dashboard for frontline management
Carry out ongoing competitor intelligence for management awareness
Work closely with the process and system development manager to ensure the systems and processes are geared to cater to the ongoing business requirements, product parameters and evolving customer needs.
Manage Employee Engagement and VOE for Gold Segment
BIU engagement, identify and execute client and business opportunities and track effectiveness via portfolio analytics
At least 10+ years of relevant banking, wealth and sales experience out of which at least 2/3 years in a similar managerial position
Understanding of wealth proposition is a pre requisite,
Ability to work well in a team and build strong network / relationships within and outside the organization.
Very Strong Analytical skills and ability to identify opportunities and help manage increase the revenue from hidden opportunities

Ability to plan and organize service aspect and customer experience of the channel, Ability to lead and manage team

Job Details

Role Level:	Director	Work Type:	Full-Time
Country:	United Arab Emirates	City:	Dubai
Company Website:	https://www.mashreqbank.com/uae/en/corporate/home	Job Function:	Sales
Company Industry/ Sector:	Banking

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