Sales Business Analyst Data & Reporting
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Key skills for this role
About the Role
Citigroup seeks a motivated Sales Business Analyst to support the Wealth Management team by creating sales reports and MIS dashboards, analyzing data to track performance, and providing actionable insights.
Key Skills for This Role
Responsibilities
- Design, develop, and centrally publish daily, weekly, and monthly sales performance reports and MIS dashboards
- Analyse sales data to identify key trends, track progress against goals, and provide actionable insights to Wealth Management leadership
- Collaborate with stakeholders to understand reporting requirements and customize reports and dashboards
- Proactively identify and implement opportunities to automate and streamline reporting processes
- Respond to ad hoc data requests and perform deep dive analysis on specific products, regions, or client segments
- Ensure accuracy, integrity, and timeliness of all published data and reports
- Ensure 100% adherence to Code of Conduct
Requirements
- 2 5 years financial planning experience preferred
- Bachelor's degree or equivalent experience
- Advanced Microsoft Excel proficiency
- Hands on experience with data visualization tools (e.g., Tableau, Power BI)
- Excellent communication and people skills
- Knowledge of financial planning, insurance laws, insurance products, and investment products
Full Job Posting
Job Overview
- We are looking for a motivated Sales Analyst to support our Wealth Management team. You will be responsible for creating and delivering critical sales reports and MIS. Your analysis will provide key insights to track performance, guide strategy, and drive business results.
Key Responsibilities
- Design, develop, and centrally publish daily, weekly, and monthly sales performance reports and MIS dashboards.
- Analyse sales data to identify key trends, track progress against goals, and provide actionable insights to the Wealth Management leadership.
- Collaborate with stakeholders to understand reporting requirements and customize reports and dashboards accordingly.
- Proactively identify and implement opportunities to automate and streamline reporting processes.
- Respond to ad hoc data requests from the team and perform deep dive analysis on specific products, regions, or client segments.
- Ensure the accuracy, integrity, and timeliness of all published data and reports.
- Ensure 100% adherence to Code of Conduct.
Key Skills & Competencies
- Advanced Microsoft Excel: Strong proficiency essential for data manipulation, analysis, and reporting.
- Data Visualization Tools: Hands on experience with Tableau, Power BI to create clear, insightful dashboards.
- Attention to Detail: Meticulous and precise in data handling and analysis.
- Problem Solving: Proactively identifying issues and proposing effective solutions.
- Data Interpretation: Ability to understand raw data in a business context and provide actionable recommendations.
- Collaboration and Teamwork: Work effectively with the Wealth Management team and stakeholders.
- Time Management and Organizational Skills: Manage multiple tasks, prioritize effectively, and meet deadlines.
Knowledge and Experience
- Experience in a sales analysis, business intelligence, or financial reporting role preferred.
- Experience in designing and generating MIS reports that provide a high level overview of business performance.
- 2 5 years financial planning experience preferred.
- Excellent communication and people skills. Knowledge of financial planning skills, insurance laws, insurance products and investment products.
- Good knowledge of tax law and general financial and economic market.
- Bachelor's/University degree or equivalent experience.
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