Lead Data Analyst – Sales Enablement

About the Role

• Serve as the day-to-day owner of the Wizard of Oz pilot execution within the Sales Enablement program.
• Ensure the human-powered experience consistently mirrors the discipline and logic of a future AI system.
• Drive decision quality, operational consistency, and structured learning across pilot interactions.
• Lead real-time judgement calls while maintaining governance, speed, and analytical rigor.
• Operate in a high-visibility role supporting Commercial and Wealth Banking stakeholders.

Job Description

• Act as the primary “Wizard” decision lead during live pilot sessions.
• Enforce adherence to the Wizard Rulebook and defined decision logic across analysts.
• Handle complex and edge-case scenarios, escalating commercial or wealth banking matters when required.
• Own and continuously refine the Wizard Rulebook to eliminate ambiguity and improve consistency.
• Interpret CRM, relationship, and external data signals to guide high-quality referral recommendations.
• Oversee governance and compliance of curated outputs including pre-call plans and banker-facing communication.
• Monitor pilot metrics, generate insights, and translate learnings into structured inputs for future AI automation.

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Qualifications

Educational Qualifications

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, or related discipline.
• Postgraduate qualification (MBA or equivalent) preferred.
• Certifications in data analytics, banking, or CRM platforms are advantageous.

Experience

• 8–10 years of experience in Commercial Banking, Wealth Banking, Sales Enablement, or data-driven banking operations.
• Hands-on experience working with CRM systems and relationship data environments.
• Demonstrated ability to manage judgement-heavy decision environments with structured governance.
• Experience guiding or coaching junior analysts within operational or pilot programs.
• Exposure to sales enablement initiatives, referral programs, or innovation pilots preferred.

Skills

• Strong understanding of Commercial and/or Wealth Banking workflows and referral logic.
• High attention to detail with the ability to make structured decisions under time pressure.
• Excellent written communication skills for real-time banker engagement.
• Ability to balance speed, quality, and governance in fast-paced pilot environments.
• Strong analytical capability to interpret CRM data and external business intelligence sources.
• Capability to translate operational learnings into clear inputs for automation and AI design.

Perks and Benefits

• 2-way cab pick-up and drop-off facility for a stress-free commute.
• One complimentary meal provided during the shift.
• Exposure to multiple functional areas, enhancing your professional growth.
• Supportive work environment focused on learning and development.

Training Support

• Comprehensive project-specific training will be provided to help you succeed in your role.