Kotak Mahindra Bank - Senior Manager/Assistant Vice President - Strategy & Business Performance - Financial Planning & Analysis Function

Role Overview

A high-impact, high-visibility strategy role within the Consumer Bank's FP&A function, serving as an internal consultant to senior leadership. The incumbent will transform financial and operational intelligence into outcome-driven action - shaping resource allocation, driving fiscal discipline, and unlocking productivity across the franchise.

Key Responsibilities

• Strategic Analysis - Mine complex financial and business datasets to surface trends, inefficiencies, and performance gaps across the Consumer Bank.
• Ground-Level Intelligence - Engage directly with frontline sales teams, business units, and customers to capture on-the-ground realities and translate them into strategic inputs for leadership. Bridge boardroom strategy with field-level execution.
• Actionable Recommendations - Develop insight-driven recommendations on efficiency, cost optimisation, and return on resources.
• Decision Frameworks - Build structured problem statements and analytics models that enable leadership to evaluate trade-offs and prioritise with clarity.
• Cross-Functional Projects - Lead high-impact workstreams spanning budgeting, network strategy, cost transformation, and performance management.
• Executive Communication - Craft board-ready presentations and management narratives that distil complex analyses into compelling storylines.

Key Skills & Capabilities

• Strategic Thinking - Ability to connect data with business context and drive from analysis to action.
• Financial Acumen - Strong grounding in P&L dynamics and FP&A disciplines.
• Ground-Level Connect - Willingness to step beyond spreadsheets and engage with sales teams, branches, and customers to inform strategy.
• Stakeholder Influence - Ability to influence without authority and engage credibly with senior leadership.
• Structured Problem-Solving - Comfort with ambiguity; ability to break unstructured problems into actionable workstreams.
• Communication - Exceptional skills in preparing executive-level materials.

Experience & Qualifications

• Prior experience in strategy, consulting, FP&A, or business analytics - preferably in financial services.
• Track record on high-impact, cross-functional initiatives with senior leadership exposure.
• Experience engaging with frontline or customer-facing teams to derive business insights will be highly valued.
• Strong academic background in finance, economics, engineering, or management.
• Experience in retail distribution or network strategy is a distinct advantage.
• Maximum experience - MBA 3 years/ CA 5 years

What Makes This Role Unique

This is a strategy role housed within FP&A - designed for someone who thinks like a consultant, operates like a business partner, and is equally comfortable in a boardroom as in a branch visit

Important Points to Note

This is a work from office role. Location would be Goregaon - Mumbai.