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Business Planning Manager

Business Planning Manager

Name: Jobpe
Address: T-Hub, Plot No 1/C, Sy No 83/1, Raidurgam panmaktha, Knowledge City Rd, Hyderabad, Telangana, 500081, IN
Telephone: +91-83339-09630
Price range: Free

YES BANK

5 - 10 years

0 Lacs

mumbai maharashtra india

Posted:2 days ago| Platform:

Apply

Skills Required

planning finance scaling analytics portfolio monitoring strategy dashboard pipeline tracking analysis management cms

Work Mode

On-site

Job Type

Full Time

Job Description

Role Summary-

This role is designed to help us grow our Trade Finance, Bullion, Foreign Exchange Services and Supply Chain business grow multifold in the next few years. He/She will be building and scaling up digital analytics, business planning and organizational capabilities to help acquire and retain high quality customers an offer them a superior banking experience.

Portfolio monitoring & Strategy

Monthly PSM/TL/RBL level dashboard covering all revenue / book parameters.
Fortnightly Pipeline call for tracking the deals. To be tracked on a daily basis for Quarter end fortnight, and on a daily basis for Month end week.
Budget allocation and monitoring across the sales / Product team.
Trade portfolio Health:
Tracking the Top Clients with monthly MIS.
Portfolio health: Overdue / deferral with Monthly MIS
Rating based analysis of the Trade Book
Trade Business presentations as required by the YBL Top Management

Education

Essential:

Chartered Accountant or MBA finance from reputed institute

Experience

Essential:

5-10 years of post-qualification experience in MNCs /Large Indian Corporates.

Preferred:

Prior experience in 6-10 years of work experience in fintech/bank industry preferably related to Transaction banking ( Trade or CMS)

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Business Planning Manager