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

Job description

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 timelines Core 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 partner DBS India - Culture & Behaviors DBS 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