To achieve and exceed sales targets and guidance to team, and ensure the overall growth and profitability of the payroll sales department. 1. Sales Strategy: Develop and implement comprehensive sales strategies to drive revenue growth and expand the client base. Analyze market trends, competitor activities, and customer needs to adjust sales strategies accordingly. Identify new sales opportunities, target market segments, and potential partnerships to enhance business expansion. Drive the adoption of KBZ Bank’s payroll products, including SmartPay, KBZPay, iBanking, H2H, and PayAdvance. Work closely with branch and business unit teams to align sales efforts with corporate objectives. 2. Client Relationship Management: Cultivate and maintain strong relationships with key clients to enhance loyalty and long-term partnerships. Address client concerns and issues promptly, ensuring high levels of customer satisfaction and retention. Collaborate with the ATM, product and service teams to provide customized solutions that meet client payroll needs. Conduct regular check-ins with existing clients to ensure they are maximizing the benefits of KBZ payroll products. 3. Sales Reporting: Prepare and present regular sales reports, performance analyses, and forecasts to higher management. Monitor and analyze sales data to identify trends, strengths, weaknesses, and opportunities for improvement. Implement data-driven decision-making to enhance sales productivity and effectiveness. Ensure accurate and timely documentation of sales activities in CRM systems and internal reporting tools. 4. Training and Development: Oversee the training and development of sales team members to enhance their skills and product knowledge. Provide ongoing guidance on sales techniques, customer engagement strategies, and industry best practices. Conduct workshops and training sessions on KBZ Bank’s payroll solutions to improve the team’s ability to sell effectively. Support career development and succession planning within the sales team. 5. Performance Metrics: Monitor and measure individual and team performance against predefined sales targets and KPIs. Identify underperforming areas and implement performance improvement plans when necessary. Establish incentive programs and recognition initiatives to drive motivation and high performance. Ensure compliance with all internal policies, procedures, and industry regulations. 6. Collaboration & Process Improvement: Work closely with the HR and finance departments to align payroll sales with broader organizational goals. Identify process inefficiencies and recommend improvements to enhance customer experience and operational efficiency. Leverage technology and automation tools to optimize sales workflows and reporting.
Responsible to support Finance Operations of KBZPay Responsible for reconciliation of KBZPay transactions daily Ensure the team works effectively to perform daily tasks and to meet deadlines Prepare the manual reconciliation of KBZPay transactions with the data from other sources/portals Support to ensure the KBZPay portal and Flexcube balances are reconciled Prepare the accounting entry adjustments to be done for variances if an Support on automation of reconciliation processes Prepare the accounting entry for new products and participate in its UAT Support to resolve customer complaint tickets related to finance Prepare KBZPay Finance related reports Understand and adhere to Financial regulation and legislation of the Banking industry Back up support to the team, supervisor/manager, and Support in ad-hoc projects or tasks which may assign from supervisor
The role holder will manage an allocated set of UHN/HNW customers from the wealth segment. The key role is to manage the relationship and drive the sales and service KPIs for the portfolio. RM should work closely with the Service Ambassadors/Branch Incharge at the branch , enhance the profitability of the relationship by increasing the relationship size, cross selling, upselling the right products and services, and provide exceptional service as well as with Subject matter experts from other BUs to fulfill clients’ requirements. Will also look at deepening relationships by seeking referrals of family/friends and ensuring nil/minimal attrition. The role holder is the SINGLE POINT OF CONTACT (SPOC) for the customer and the role holder will be supported by a team of partners like Service ambassadors, Subject Matter Experts, VRA and Branch Incharge. The role holder should have maturity to deal with HNI customers and experience to understand the needs of such customers and fulfill them. Keeping in mind the culture of the market the role holder has to have very high/impeccable standards of Integrity, Trustworthiness, and knowledge on financial products and services. Manage the HNI portfolio of the wealth segment. Increase the relationship value (deposit base) of the customer and the HNI customer base in the branch. Job Description Manage the HNI portfolio of the wealth segment. Increase the relationship value (deposit base) of the customer and the HNI customer base in the branch. Improve EP per customer by increasing the holdings of deposit products and improving penetration of product holding across the bank (such as each customer should go from having say 2-3 products on average to 4-6 products with the bank). Source NTB customers through referrals and other promotional activities. Ensure the HNI portfolio of the branch is growing month on month and win back any lost deposits. Increase the NPS score of the customer base by a pre-agreed percentage. Work closely with the SA/ Branch Operation Team/Branch Incharge. Maintain the Contacts with customers as per the defined relationship matrix. Meetings can also be conducted at the branch in the Branch Incharge room or closest premium banking center to the Branch. Nurture and upgrade existing customers to move to the next level of UHN/HNW Offering. Pro-actively engage with customers to understand and analyze their needs, problems and interests to help the bank develop new products, services and interest group based exclusive events & activities for these clients. Maintain customer dossiers as defined by Wealth BU and update information in the CRM. Sales targets for Cross-Sell & Up-sell/ Revenue based targets to be met as per balanced score-card (e.g. increase in balances would be the primary objective, however there would be targets for other products as well). Review product penetration for assigned client base and identify customers for enhancing product penetration. Ensure KYC/AML and other norms are strictly adhered to and customer contact information is kept up to date. Activation of KBZPay / IM banking and other digital channels for each and every UHN/HNW customer and enabling bio-metric/facial recognition. Organize and host customer events for deepening relationships in close coordination with Branch Operation team/Wealth BU. Provide advisory service for customers to be a successful business, linking them to other businesses, helping customers to meet with the bank’s policies in their financing needs for business expansion. Also Offer and meet targets for non-Deposit product’s alike Insurance and other products introduced from time to time. Other duties as assigned.
The role holder is responsible for managing Relationships with a network of key clients, including banks, MFIs, NBFIs, Insurance Companies and Security Houses, supported by relevant teams in Treasury, Corporate Banking and Transaction Banking. Banks Acts as point of contact for establishing mutual banking facilities with other banking counterparties. Banking counterparties include offshore foreign banks, representative offices of foreign banks, onshore foreign banks, international development banks and local banks. Assists the Head of Institutional Banking with different projects. Performs ad hoc duties as directed by the head and the senior management. Develops and maintains FI-specific standard operating procedures (SOPs). Trains and mentors junior staff. Prepares and maintains monthly internal reports. Assist business planning towards the Institutional Banking’s targets and goals. Develops relationships matrix to share with Corporate Banking Department. Liaises and organizes client meetings and seminars. Non-Bank Financial Institutions (NBFIs) Act as point of contact for establishing and maintaining business relationship with NBFIs. Plan, organize, direct and control corporate banking activities and resources in order to meet corporate banking objectives, targeted at NBFIs (including MFIs, Finance Companies, Insurance Companies and Security Houses, etc.). Assess market conditions by industry; and define, recommend, and implement the banking strategy in order to gain and sustain the bank’s competitive edge and results. Originate, acquire and onboard new relationships and clients. Identify customer needs, initiate action and follow up in order to meet customer expectations. Direct focus on growing the business volumes, customer base and income. Partner with internal stakeholders such as Risk, Credit, Retail Banking, Treasury and other supporting units in order to accomplish the business goal. Review credit assessments and track ongoing monitoring control measures.
The role is responsible for Overall Quality Assurance result analysis agent wise (Call, Social Media and Mail). Design customer’s centric base to improve customers experience for quality service standard. Listing sample size of inbound / outbound call records, Social Media and mail for individual agent skill improvement. Analysis of Customers Satisfaction vs. Dissatisfaction. Customers Satisfaction Measurements. Understanding key driver of Customer Satisfaction. Agents level Monitoring and side by side feedback. Defining fatal error and report analysis. Measure customer’s quality score agents wise weekly/monthly and focus for improvement. Social Media reply content quality and improvement. Social Media quality response and content accurate index. Create Quality analysis Agents wise performance Indicator.. Any other quality related activities in call center. Do weekly Calibration with training and operation team for better call quality management. Conducts call listening join session for overall call handling skill improvement. Show improvement in AHT and reduction in repeat. Do process & compliance audits in Contact center. Draft Contact center policies for better quality delivery. Support contact center operation team Quality improvement opportunities. Share Monthly performance improvement report and do assessment with Managers. Publish CSO wise Quality score.(Min 15 calls each CSO)
JOB PURPOSE To support the Market Research and Analytics team by collecting data, conducting basic analysis, preparing reports, and assisting in research activities. The ideal candidate should have interest in data, research, and customer insights, with strong attention to detail and willingness to learn. III. KEY RESPONSIBILITIES Market Research Support Assist in conducting qualitative and quantitative research (surveys, interviews, focus groups). Support fieldwork coordination with Yangon/Mandalay teams. Help manage research schedules and logistics. Data Collection & Analysis Collect, clean, and organize data from internal and external sources. Perform basic data analysis using Excel (or other tools). Maintain and update customer databases. Prepare simple dashboards, trackers, and weekly reports. Reporting & Documentation Prepare initial findings summaries for senior team members. Assist in creating PowerPoints and research documentation. Update trackers for marketing campaigns and customer insights. Cross-Team Collaboration Work closely with marketing teams and branches for data collection. Assist in coordinating with external research agencies when needed. Process Support Follow research SOPs and assist in improving workflow efficiency. Help ensure projects are delivered on time with accuracy.
Data analytics plays a pivotal role within the Analytics Center of Excellence, driving enterprise-wide data insights and ensuring best practices in BI development, integration, and governance. This position requires deep expertise in SQL, Python, Power BI, and Excel, combined with strong analytical skills to lead complex data initiatives, oversee new system data acquisition, and ensure processes align with business objectives. Data analytics will act as both a technical expert and process inspector, ensuring accuracy, efficiency, and innovation in the analytics lifecycle. 1. Data Analysis & Insights Lead advanced analysis of structured and unstructured data to uncover trends and opportunities. Deliver impactful dashboards, scorecards, and reports in Power BI and Excel for executive and operational decision-making. Act as a trusted advisor to business leaders by translating analytical findings into clear, actionable recommendations. 2. BI Solution Development & Optimization Design, develop, and maintain scalable Power BI solutions with advanced DAX and optimized data models. Write, optimize, and maintain complex SQL queries, stored procedures, and data views. Ensure BI solutions are accurate, reliable, and aligned with business KPIs. Present analytical findings in a clear, concise, and business-friendly manner Collaborate with cross-functional teams to translate business requirements into BI solutions. Lead initiatives to enable self-service reporting and analytics for business units. 3. Data Preparation & Validation Validate and test data acquisition pipelines to ensure completeness, timeliness, and quality. Work closely with Analytics Engineers to ensure data models and pipelines meet business needs Document data definitions, KPIs, and report logic for traceability and reusability 4. Process Inspector & Governance Contribute to establishing standard KPIs, definitions, and reporting templates. Monitor and assess BI processes to identify inefficiencies, bottlenecks, and areas for improvement. Implement governance practices to standardize reporting, KPI definitions, and data usage across business units. Ensure compliance with data governance, security, and privacy standards. Build standardized reporting templates and automate recurring analyses Support self-service BI initiatives and promote data literacy across business units. Develop and maintain report dictionaries and documentation for analytical reports and dashboards. 5. Leadership & Collaboration Mentor junior BI analysts in SQL, Power BI, and analytics best practices. Work cross-functionally with Bus/FNs to support enterprise analytics needs. Contribute to ACoE strategy, innovation, and the adoption of modern BI tools and techniques. Present findings and insights to senior management using data storytelling techniques. Lead BI workshops or user training to promote data-driven culture. Review dashboards, SQL queries, and logic built by team members. Lead efforts to automate recurring reports and reduce manual workloads.
Recruitment Support: Screen resumes and application forms against job requirements. Coordinate and schedule interviews with candidates. Assist in preparing new hire paperwork and onboarding materials. HR Administration: Organize and file employee documents, ensuring confidentiality and compliance.(Employee Contarct matter). Assist in preparing HR-related reports and presentations as needed. General Support: Assist in organizing and coordinating company events, training sessions, and employee engagement activities. Provide general administrative support to the HR team, such as proofreading documents, preparing correspondence.
To protect the bank risk in the loan business Have to Corporate with SME Credit Department, and Branch VCs. Receive and Register the credit files come from respective assigned branches. Check whether all necessary documents are in placed in a credit file in accordance with Checklists or not. Fill the required data in the Sanction Doc. and Form 46. Check if all contracts and documents are included after sanction has been sent to branches. Receive the credit related general issues from branches and submit it to their reporting officer. Keep the Credit Files (Copies) properly. Work actively if other credit related tasks are assigned.