Sales Performance & Financial Analytics Specialist

UOB; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

2201 United Overseas Bank (Malaysia) Bhd is hiring for a Mortgage Analytics role in Kuala Lumpur. You will develop and maintain dashboards, scorecards and KPIs for mortgage sales, monitor performance against targets, and provide insights to improve productivity and profitability.

You will collaborate with Sales, Finance, Product, Risk and Operations to support planning, budgeting and cross‑selling initiatives, while driving automation and data integrity across reporting platforms.

Qualifications

• Experience building dashboards and KPIs for mortgage sales.
• Ability to monitor and analyze sales performance vs targets.
• Strong skills in creating actionable management dashboards.

Responsibilities

• Develop, maintain and enhance Mortgage business dashboards, scorecards, KPIs, and management reports.
• Monitor daily, weekly, monthly and YTD sales performance against targets.
• Perform sales performance analysis to identify trends and opportunities.
• Track and analyze sales productivity by region, branch, channel, customer segment, and sales force.
• Work with Sales teams to improve productivity, conversion rates and performance.
• Support incentive schemes, campaigns and performance measurement frameworks.
• Prepare management presentations, business reviews and reports for senior management.

Skills

Mortgage analytics

Sales performance

Dashboard development

Data storytelling

Job description

2201 United Overseas Bank (Malaysia) Bhd is hiring for a Mortgage Analytics role in Kuala Lumpur. You will develop and maintain dashboards, scorecards and KPIs for mortgage sales, monitor performance against targets, and provide insights to improve productivity and profitability.

You will collaborate with Sales, Finance, Product, Risk and Operations to support planning, budgeting and cross‑selling initiatives, while driving automation and data integrity across reporting platforms.