Associate, Strategic Business Planning - Sales Management Office, Small Medium Enterprises

Dbs

🇮🇳 India

On-site

Manager or above

5 months ago

Excel
Pivot Tables

5 months ago

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Job Purpose :Strategic Business Planner will support the SME Division in driving business performance through structured MIS, financial analytics, sales governance, and portfolio reporting.The role works closely with the Sales, Product & Finance Teams, acting as a central SPOC for business performance tracking and financial insights.Key Accountibilities :- Develop and deliver high‑quality Monthly and Quarterly Sales Business Review presentations for senior leadership, ensuring clear communication of business performance and insights.- Monitor and analyse key performance indicators across SME Assets and Liabilities, including disbursements, income, yields, productivity, and portfolio quality, to support data‑driven decision‑making.- Lead and support annual and periodic sales budgeting exercises, and prepare performance scorecards at region and team levels to enable structured business planning.- Drive productivity initiatives by identifying performance gaps, conducting variance analysis, and providing actionable recommendations to improve sales effectiveness.- Serve as the central point of contact for income‑related queries from Sales teams; partner with Finance and Product teams to resolve income mapping and reporting discrepancies.- Track portfolio trends affecting revenue and capital efficiency, and support reporting for refinance‑related portfolio management.- Enhance MIS reporting efficiency by driving automation, streamlining data processes, and improving the accuracy and timeliness of sales performance dashboards.Job Duties & Responsibilities :- Prepare executive level Monthly/Quarterly Sales Business Review presentations for senior management.- Track key KPIs across SME Assets & Liabilities including disbursements, income, yields, productivity, and portfolio quality.- Work on annual and periodic sales budgeting exercises and performance scorecards at region/team level.- Driving productivity, highlighting performance gaps.- Act as central support for Sales on income-related queries (fees, yield, ROI, portfolio returns).Coordinate with Finance and Product teams to resolve income mapping or reporting discrepancies.- Assist in monitoring portfolio trends impacting revenue and capital efficiency, Support refinance-related portfolio tracking and reporting.- Drive automation and process improvements in Sales & MIS preparation.Requirements:- Minimum 4+ years of experience in Business Analytics / Sales & Financial Planning / MIS – (MBA/CA preferred)- Intermediate Excel skills (Pivot Tables, Lookups, dashboards)- Strong numerical and analytical ability , understanding of Banking KPIs- Structured communication and story-telling presentation skills- Ability to manage multiple stakeholders and timelinesCore Competencies :The job holder needs to posses the following skills:- Strong analytical bent of mind- Experience around data science- Excellent communication- Collaborative skill set to drive execution.Work Relationship :- Internal: SME Business, SME Product, Data Chapter, SME Credit- External: Data partnerDBS India - Culture & BehaviorsDBS is dedicated to fostering a culture where every employee is valued, respected, and heard. We pride ourselves on offering a workplace that promotes continuous professional development, flexible working arrangements, and opportunities for growth within an inclusive and diverse environment. We expect our employees to demonstrate the following value-driven behaviours:

Location:

Mumbai

Job:

Analytics

Schedule:

Regular

Employee Status:

Full time

Associate, Strategic Business Planning - Sales Management Office, Small Medium Enterprises · Dbs

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