[02/10/2025] Deputy Manager

Position Deputy Manager - Business Planning Incumbent NA Department Partnerships BroCA Function Partnerships BroCA Enablement Reporting to Chief Manager - Business Planning Band 5B Location HO Gurgaon Malad - Mumbai Team size D I NA JOB SUMMARY We are seeking a highly skilled and analytical professional to join our Broking Vertical as a Business Planning Data Analytics Executive The ideal candidate will bring deep expertise in data modeling forecasting and dashboarding with a strong command of advanced Excel and VBA This role is pivotal in driving strategic sales planning performance simulations and actionable insights to support business growth Key Responsibilities Develop and maintain advanced Excel models for sales forecasting and performance tracking Automate reporting processes using VBA to enhance efficiency and accuracy Design and manage interactive dashboards for real-time business insights Conduct simulations and scenario analyses to support strategic decision-making Collaborate with sales and distribution teams to align planning with business goals Analyze historical data to identify trends gaps and opportunities Prepare monthly and quarterly business performance reports for leadership Support annual business planning cycles with data-driven inputs and projections Measures of Success MOS Forecast Accuracy - 90 alignment with actuals Dashboard Adoption - High usage and positive feedback from stakeholders Automation Impact - Significant reduction in manual effort via VBA tools Planning Effectiveness - Timely and accurate inputs for business planning cycles Insight Generation - Actionable analytics leading to measurable business outcomes Simulation Utility - Scenario models used in strategic decisions Stakeholder Satisfaction - Strong collaboration and responsiveness across teams Data Quality - Minimal errors and high reliability in reporting outputs EXPERIENCE Bachelor s Master s degree in Business Statistics Mathematics or related field Minimum 5 years of experience in business planning analytics or related roles Proficiency in Advanced Excel VBA and data visualization tools Strong understanding of sales planning forecasting and simulations Experience in insurance or financial services preferably in broking Excellent analytical problem-solving and communication skills Ability to work independently and manage multiple priorities Analytical skills process orientation Ability to think creatively KEY RELATIONSHIPS INTERNAL EXTERNAL Sales Teams - For planning forecasting and performance tracking Finance Department - For budgeting cost analysis and financial planning IT Data Management Teams - For data access system integration and automation support Sales Leadership - For presenting insights dashboards and strategic recommendations Broking Partners Channel Partners - For sales data exchange performance reviews and planning inputs Position Deputy Manager - Business Planning Incumbent NA Department Partnerships BroCA Function Partnerships BroCA Enablement Reporting to Chief Manager - Business Planning Band 5B Location HO Gurgaon Malad - Mumbai Team size D I NA JOB SUMMARY We are seeking a highly skilled and analytical professional to join our Broking Vertical as a Business Planning Data Analytics Executive The ideal candidate will bring deep expertise in data modeling forecasting and dashboarding with a strong command of advanced Excel and VBA This role is pivotal in driving strategic sales planning performance simulations and actionable insights to support business growth Key Responsibilities Develop and maintain advanced Excel models for sales forecasting and performance tracking Automate reporting processes using VBA to enhance efficiency and accuracy Design and manage interactive dashboards for real-time business insights Conduct simulations and scenario analyses to support strategic decision-making Collaborate with sales and distribution teams to align planning with business goals Analyze historical data to identify trends gaps and opportunities Prepare monthly and quarterly business performance reports for leadership Support annual business planning cycles with data-driven inputs and projections Measures of Success MOS Forecast Accuracy - 90 alignment with actuals Dashboard Adoption - High usage and positive feedback from stakeholders Automation Impact - Significant reduction in manual effort via VBA tools Planning Effectiveness - Timely and accurate inputs for business planning cycles Insight Generation - Actionable analytics leading to measurable business outcomes Simulation Utility - Scenario models used in strategic decisions Stakeholder Satisfaction - Strong collaboration and responsiveness across teams Data Quality - Minimal errors and high reliability in reporting outputs EXPERIENCE Bachelor s Master s degree in Business Statistics Mathematics or related field Minimum 5 years of experience in business planning analytics or related roles Proficiency in Advanced Excel VBA and data visualization tools Strong understanding of sales planning forecasting and simulations Experience in insurance or financial services preferably in broking Excellent analytical problem-solving and communication skills Ability to work independently and manage multiple priorities Analytical skills process orientation Ability to think creatively KEY RELATIONSHIPS INTERNAL EXTERNAL Sales Teams - For planning forecasting and performance tracking Finance Department - For budgeting cost analysis and financial planning IT Data Management Teams - For data access system integration and automation support Sales Leadership - For presenting insights dashboards and strategic recommendations Broking Partners Channel Partners - For sales data exchange performance reviews and planning inputs