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 highquality 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 datadriven decisionmaking
- 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 incomerelated 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 refinancerelated 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
Primary Location
India-Maharashtra-Mumbai
Job
Analytics
Schedule
Regular
Job Type
Full-time
Job Posting
Mar 13, 2026, 10:30:00 AM
