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

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

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