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
