Performance Analyst

Job Purpose:

The Performance Analyst is responsible for collecting, analyzing, and interpreting data related to

branch and loan officer performance across various product lines (MF, CF, SME, vehicles, Savings,

Card, Dayra). This role involves supporting the design of performance dashboards, evaluating

incentive schemes, and providing insights to improve operational efficiency and branch

performance.

Key Responsibilities:

1. Data Collection & Analysis:

o Gather performance-related data from various internal systems (CRM, BI tools).

o Analyze loan officer and branch performance metrics, including issuance,

collection, cross-selling, and product penetration.

o Identify trends and patterns in performance data to support decision-making.

2. Reporting & Dashboards:

o Develop and maintain performance dashboards for real-time visibility.

o Present insights and findings to the Business Performance Manager and other

stakeholders.

o Prepare detailed performance reports with clear recommendations for

improvement.

3. Incentive Scheme Monitoring:

o Assist in the design and analysis of incentive schemes for loan officers and

branches.

o Track the effectiveness of incentive programs, suggesting adjustments to optimize

results.

4. Collaboration:

o Work closely with the Business Performance Manager and cross-functional teams

(HR, Finance, Product) to ensure alignment of performance initiatives.

o Support loan officer development initiatives by providing insights from performance

data.

Key Performance Indicators (KPIs):

• Accuracy and timeliness of performance reports and dashboards

• Effectiveness of data-driven insights on performance improvements

• Support for incentive scheme design and tracking

• Contribution to process and productivity improvements

Technical Skills:

• BI Tools: Experience with Power BI, Looker, or similar tools for reporting and dashboard

creation.

• Data Management: Basic knowledge of Python and SQL to query and manage performance

data.

• CRM Systems: Familiarity with CRM platforms for tracking loan officer activities.

• Automation: Experience with workflow automation tools and process improvement.

Qualifications & Skills:

• Bachelor’s degree in Finance, Business, Economics, CS, Big Data or related fields.

• 2+ years of experience in performance analysis, data analytics, or a related role.

• Strong analytical and problem-solving skills with attention to detail.

• Excellent communication skills for presenting data-driven insights.

Competencies:

• Data-driven decision-making

• Strong organizational and time-management skills

• Ability to work collaboratively with teams

• Proficiency in presenting complex data in an understandable way

• Adaptability to new technologies and tools