Lead - Financial Planning & Strategy Liabilities

2 months ago

Bengaluru, India Ujjivan Small Finance Bank Full time
POSITION DESCRIPTION

JOB TITLELead - Financial Planning & Strategy LiabilitiesGRADEVP-I

DEPARTMENTFinance and AccountsLOCATIONHO

SUB-DEPARTMENTStrategy and PlanningTYPE OF POSITIONFull Time

REPORTS TONational Manager-Investor Relations, Financial Planning and StrategyREPORTING INTOChief Manager – FIGLead- BB+ Treasury + TPP

ROLE PURPOSE & OBJECTIVEBack-up of Head-FP&S along with Head – Assets Corporate Financial Planning & StrategyWriting strategy document for the bank, making long-term business plans for the Bank and the liability verticalsFinance partner to business heads and giving them full support while developing product programs, annual budget/ long term strategy, various cost benefit analysis, profitability at vertical & product level, analysis of cost of fund, funding strategy for the bank, analysis of treasury portfolio.Support to the senior leadership team in the formulation of business strategy, business plan, budget and target settingSupport the Head of strategy and business heads to conduct review of performance at various levels – Bank/ vertical/ region etc.Drive improvements to the existing business processes, develop and review new business processes as per the strategic goals of Ujjivan .Various data analysis on regular basis like P&L / Balance sheet analysis, productivity, profitability, variable pay, automation etc.Handle all verticals with primary objective of raising liabilities (Treasury, FIG, Branch Banking, TASC, TPP etc.)

SIZE OF THE ROLE

FINANCIAL SIZENON-FINANCIAL SIZENANA

KEY DUTIES & RESPONSIBILITIES OF THE ROLEBusinessPrepare a draft long-term and short-term business plan with annual targets basis the market potential and the objective of the Bank. It involves a mix of top-down and bottom-up approach as the need may be; product wise and region wise targets; guide the team for preparation of budget and business profitabilityReview the progress against targets on a periodic basis and prepare reports on the target achievements. Also, help businesses to understand the variance and come-up with corrective action.Prepare capital, revenue and expense budgets in coordination with the respective departments and present to Senior ManagementPrepare and submit, branch & region review reports and other performance reports for evaluation and review to the management/ board of directorsContinuously scan the market environment on performance of peer banks on Ujjivan’s focus regions and various customer segments; provide strategic information to the senior leadership.Work closely with IT team and BI implementation team for implementation/customizations required in the IT platforms which are required based on Ujjivan’s needsCustomerTrack competition and analyze market intelligenceKeep a track of industry updates and trends in terms of best practices, new customer service trends, products/ services, delivery channels, sourcing channels, marketing/ branding etc.Enhancing the FTP policy of the Bank based on the changing market as well as internal funding scenario. Also, keep the policy compliant with regulatory requirements that may change time-to-time.Should be face from the finance side for the Management on all the requirements of Bank’s Liabilities side.Prepare Business update for the Board on behalf of CBO/ MD. Co-ordinate with all business, Marketing, Digital, HR, Investor Relations and other relevant teams.Finance partner of Business HeadsInternal ProcessBuild a top level, forecasting model to analyze current business.Provide necessary financial analysis reports to the senior leadership team and various business heads within the specified timelines.Review Branch Profitability analysis and discuss with Business Head/ CBO; review monthly MIS for board highlighting the key achievements of relevant verticalsConduct Business Review- Monthly business & financial performance analysis, detailed income expense variance analysis, analysis of performance against budget with business head/ CBOEnsure adherence to all new business processes and process changes are in line with the guidelines prescribed by the RBI and other regulatory bodies.Detailed analysis of the Cost of Fund movement and its impact on the funding strategy of the bankMonthly analysis of the deposit book to be done for the Asset and Liability Committee of the BankTreasury book review – Analysis of the investment book of the bank tracking its yield of its various components and its impact on Bank’s marginPreparing detailed overall funding strategy (deposits and borrowings) of the bank keeping in mind the micro and macro-economic factorsLearning & PerformanceEnsure adherence to training man-days/ mandatory training programs for self.Ensure goal-setting, midyear -review and annual appraisal process happens within specified timelines for self.Train FAs/ AM, Managers – FP&S to independently handle one business vertical.Create a team of FAs/ Assistant Managers/ Managers who can grow and take wider responsibilities within the Bank as when the Bank needs.

MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS

EducationalQualificationsAn MBA/PGDM (Finance)/ CFA/ CA/ Professional Finance Degree

Experience(Years and Core Experience Type)10+ years’ experience in BFSI/ Financial Planning & analysis preferred

CertificationsNA

Functional SkillsKnowledge of the banking industry and different business functions in a small financial bank.Knowledge of budget, financial planning and forecasting tools and strategies.Knowledge on preparation of business plans and target setting.Knowledge in competition tracking and market intelligence tools and techniques.

Behavioral SkillsStrong interpersonal and communication skillsGood organizational skillsWillingness to learn new tools and technologiesPlanning and administrative skillsStrong analytical skills

CompetenciesNA

Performance MatricesBalance Scorecard PerspectiveKey Result AreasKey Performance IndexBusinessBusiness growthOverall target achievement across regionsBottom-line% adherence to budgets prepared for the bank

CustomerCustomer satisfactionInternal customer satisfaction

Internal processOperational efficiencyAdherence to timelines in finalization of the business plan & targetsAdherence to timelines in delivery of reports, research and analysis to the senior managementData securityAdherence to data securityProductivityQuality of benchmark reports provided for the competitors provided.

Learning & DevelopmentCapability buildingTraining man-hours attendedPerformance managementAdherence PMS timelines for goal setting, mid-year and year-end

KEY INTERACTIONSINTERNALEXTERNALMD, CBO, COO and other senior managementRelevant vendors on need basisBusiness head and their team including leadership at regional, national level, product team etc.Peers (while conducting mystery shopping)Alliance, Digital banking, Marketing, Audit & LegalCustomers while understanding market in primary researchManager – BI & Analytics

Accounts team

Various support Function Heads

Risk Team

Branch teams

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