National Manager-Investor Relations, Financial Planning and Strategy

Job description

ROLEPURPOSE & OBJECTIVE 1. Overallfinancial planning and strategy, budgeting, analysis and trackingof performance. 2. Helpin decision making with appropriate analysis of business andmarket/ competitor landscape. 3. Regularlyupraise management and Board on budgeted vs actual performanceand variance analysis. Discuss with business teams on deviations,plan for corrective action and follow-up. 4. Reviewcapital adequacy requirements at regular intervals and initiatefund raise process through appropriate routes like QIP, Rightsissue, Follow-on Public Issue, debt syndication etc. 5. Establishinvestor relations best practices and create strong brand Ujjivanamong global and domestic investor base and sell-side analysts 6. Buildstrong network and excellent relationship with all capital marketintermediaries including merchant bankers SIZEOF THE ROLE FINANCIALSIZE NON-FINANCIALSIZE • Balancesheet of the Bank • Budgetof all functions • Helpin fund raise, as and when required, through appropriate routeslike QIP, Rights issue, Follow-on Public Issue, debt syndicationetc. • Trackvarious business/ other initiatives by all functions • Competitorlandscape analysis • CriticalManagement/ Board reports • Managesell-side analysts (30+) • Manageexisting institutional investors (10-15) • Managepotential investors (50+) KEYDUTIES & RESPONSIBILITIES OF THE ROLE Business/Financials • Initiatesand co-ordinates the formulation of business plans and annualbudgets, and monitors progress towards their achievement. • Engageswith senior management teams and various Board Committees todevelop short, medium, and long-term financial plans andprojections for the organization. • Developsand utilizes financial models and activity-based financialanalysis to provide a basis for investment decisions andbusiness planning. • Finalizesshort term/medium/long term business plans, forecasting,internal/external benchmarking, financial statement review andproviding financial analysis to aid in decision making. • Developsand monitors business performance metrics and works with Costcenters and key management people to monitor departmentfinancial performance, highlight trends across key performanceindicators and analyze abnormalities. • Createsdemand forecasts, business segment projects, ad-hoc businesscase models and sensitivity analysis. • Analyzescomplex financial information and reports to provide accurateand timely financial recommendations to management fordecision-making purpose. • Analyzesrevenue and costs, understanding variances against forecast,budget and prior year; presents meaningful analysis withsolutions to the senior management. • Supportsthe development of periodic reports on business scorecard anddashboards with key business metrics to guide key informationfor decision making and benchmark progress against targets,initiatives and strategies. • Preparesmonthly management business reporting packs, quarterly Boardpacks, Q&A support material for earnings call. InvestorRelations • Formulatescommunication strategy for the bank basis the organizationalobjectives and business plan/ outlook. • Developsand maintains relation with different investor classes andsell-side analysts through planned and unplanned communicationforums with focus on increasing visibility among investorcommunity. • Plans,leads and one-point contact for various discussions withdifferent stakeholders including investors, sell-side analysts,internal management team, and various capital intermediaries. • Organizesand represents the Bank in management meetings, conferences,road shows etc. to disseminate the Banks??s strategy, outlook,performance etc. • Managesfund raising process for the Bank, as and when required, throughappropriate routes like QIP, Rights issue, Follow-on PublicIssue, debt syndication etc. • Favorablyinfluences investor perception about the Bank with a brandbuilding strategy. • Analyzestrends in institutional shareholder base movement. Customer (Both Internal & External) • Forgesmeaningful relationships with departmental heads and become atrusted FP&S partner, highlighting risks, documenting and/orbuilding simulations and sensitivity analyses and suggestingsolutions to problems as they arise. • Proactivelyengages and builds strong relationships with the business teamsto stay connected on strategies and initiatives. • Communicatescompany financials, business operations, strategy, processesetc. to the institutional investors and sell-side analystcommunity. • Worksclosely with various business heads, senior management tounderstand business strategy, outlook, performance etc. • Communicateskey messages from investors and analysts to senior management. • Landscapeanalysis on peer performance and communication strategy. InternalProcess • Complieswith all SEBI requirements under various regulations; workclosely with Company Secretary in this regard. • Analyzescompany performance and strategy and preparing report/ MIS deckfor senior management periodically. Innovation& Learning • Buildsand monitors manpower to ensure sufficient knowledge,experience, professional qualifications in FP&S. • Impartscapital market related skills, know-hows and domain knowledge toinvestor relations team and equip them to execute investorrelations strategy of the Bank. • Monitorsthe knowledge levels and identify skills gaps of the FP&S/IR team and put in place a continuous training program to updatetheir knowledge and skills. • Identifiessensitive roles and create back-ups to ensure uninterruptedoperations. • Supervisesthe performance of employees and conduct their annualperformance appraisal. As a skip level supervisor oversee theperformance of second level managers, identify their trainingand development needs. • Identifiesvarious areas to improve efficiencies in the department andengage technology solution to improve productivity especially intransactional job areas. • Buildspowerful networks with vario