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

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