National Manager

GRADE - SVP

DEPARTMENT - Finance and Accounts

SUB-DEPARTMENT - FinancialPlanning, Strategy, & Investor Relations

REPORTS TO - Chief Financial Officer

REPORTING IN TO - Lead-FP&S

Lead-FP&SAssets

Lead-IR& FP&S

ROLE PURPOSE & OBJECTIVE

1. Overallfinancial planning and strategy, budgeting, analysis and trackingof performance.
2. Helpin decision making with appropriate analysis of business andmarket/ competitor landscape.
3. Regularlyupraise management and Board on budgeted vs actual performanceand variance analysis. Discuss with business teams on deviations,plan for corrective action and follow-up.
4. Reviewcapital adequacy requirements at regular intervals and initiatefund raise process through appropriate routes like QIP, Rightsissue, Follow-on Public Issue, debt syndication etc.
5. Establishinvestor relations best practices and create strong brand Ujjivanamong global and domestic investor base and sell-side analysts
6. Buildstrong network and excellent relationship with all capital marketintermediaries including merchant bankers

SIZEOF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

• Balancesheet of the Bank
• Budgetof all functions

• Helpin fund raise, as and when required, through appropriate routeslike QIP, Rights issue, Follow-on Public Issue, debt syndicationetc.

• Trackvarious business/ other initiatives by all functions

• Competitorlandscape analysis
• CriticalManagement/ Board reports
• Managesell-side analysts (30+)
• Manageexisting institutional investors
• Managepotential investors (50+)

KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business/Financials

• Initiatesand co-ordinates the formulation of business plans and annualbudgets, and monitors progress towards their achievement.
• Engageswith senior management teams and various Board Committees todevelop short, medium, and long-term financial plans andprojections for the organization.
• Developsand utilizes financial models and activity-based financialanalysis to provide a basis for investment decisions andbusiness planning.
• Finalizesshort term/medium/long term business plans, forecasting,internal/external benchmarking, financial statement review andproviding financial analysis to aid in decision making.
• Developsand monitors business performance metrics and works with Costcenters and key management people to monitor departmentfinancial performance, highlight trends across key performanceindicators and analyze abnormalities.
• Createsdemand forecasts, business segment projects, ad-hoc businesscase models and sensitivity analysis.
• Analyzescomplex financial information and reports to provide accurateand timely financial recommendations to management fordecision-making purpose.
• Analyzesrevenue and costs, understanding variances against forecast,budget and prior year; presents meaningful analysis withsolutions to the senior management.
• Supportsthe development of periodic reports on business scorecard anddashboards with key business metrics to guide key informationfor decision making and benchmark progress against targets,initiatives and strategies.
• Preparesmonthly management business reporting packs, quarterly Boardpacks, Q&A support material for earnings call.

Investor Relations

• Formulatescommunication strategy for the bank basis the organizationalobjectives and business plan/ outlook.
• Developsand maintains relation with different investor classes andsell-side analysts through planned and unplanned communicationforums with focus on increasing visibility among investorcommunity.
• Plans,leads and one-point contact for various discussions withdifferent stakeholders including investors, sell-side analysts,internal management team, and various capital intermediaries.
• Organizesand represents the Bank in management meetings, conferences,road shows etc. to disseminate the Bankss strategy, outlook,performance etc.
• Managesfund raising process for the Bank, as and when required, throughappropriate routes like QIP, Rights issue, Follow-on PublicIssue, debt syndication etc.
• Favorablyinfluences investor perception about the Bank with a brandbuilding strategy.
• Analyzestrends in institutional shareholder base movement.

Customer(Both Internal & External)

• Forgesmeaningful relationships with departmental heads and become atrusted FP&S partner, highlighting risks, documenting and/orbuilding simulations and sensitivity analyses and suggestingsolutions to problems as they arise.
• Proactivelyengages and builds strong relationships with the business teamsto stay connected on strategies and initiatives.
• Communicatescompany financials, business operations, strategy, processesetc. to the institutional investors and sell-side analystcommunity.
• Worksclosely with various business heads, senior management tounderstand business strategy, outlook, performance etc.
• Communicateskey messages from investors and analysts to senior management.
• Landscapeanalysis on peer performance and communication strategy.

InternalProcess

• Complieswith all SEBI requirements under various regulations; workclosely with Company Secretary in this regard.
• Analyzescompany performance and strategy and preparing report/ MIS deckfor senior management periodically.

Innovation & Learning

• Buildsand monitors manpower to ensure sufficient knowledge,experience, professional qualifications in FP&S.
• Impartscapital market related skills, know-hows and domain knowledge toinvestor relations team and equip them to execute investorrelations strategy of the Bank.
• Monitorsthe knowledge levels and identify skills gaps of the FP&S/IR team and put in place a continuous training program to updatetheir knowledge and skills.
• Identifiessensitive roles and create back-ups to ensure uninterruptedoperations.
• Supervisesthe performance of employees and conduct their annualperformance appraisal. As a skip level supervisor oversee theperformance of second level managers, identify their trainingand development needs.
• Identifiesvarious areas to improve efficiencies in the department andengage technology solution to improve productivity especially intransactional job areas.
• Buildspowerful networks with various industry bodies to imbibe andshare best practices.
• Keepsabreast of internal and regulatory guidelines and make adequatechanges as required.
• Undertakesadditional certifications, trainings and mandatory programsadvised by HR department.

MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS

Educational

Qualifications

• CAin first attempt or MBA (Finance) from top B-school

Experience

• Must have 15 years of experience across various finance streams.
• Mandatoryprior exposure to Investor Relations and BFSI segment
• Exposureto financial planning and decision-making/ equity research/investment banking will be added advantage.

Certifications

• NA

FunctionalSkills

• Goodknowledge of the financial sector
• Stronganalytical abilities, leadership qualities, and understanding offinancial planning.
• Abilityto influence decisions through data analysis & presentation
• Strong Excel and PowerPoint skills

Behavioral Skills

• Excellent communication/ interpersonal skill and proven problem solving capability
• Team Management; ability to serve as a role model to junior financial analysts and provide coaching/ guidance to support development
• Strictattention to detail and deadline orientated
• Strong analytical and problem solving skills; questioning mind
• Strongnet work among investors and sell-side analysts community

Competencies

• Financialacumen
• Building Organizational Talent; Coaching and Developing Others
• DrivingExecution
• Emotional Intelligence Essentials
• Cultivating Networks and Partnerships
• Customerfocus

KEY INTERACTIONS

INTERNAL

EXTERNAL

• BankBoard and MD & CEO, CFO

• AllBusiness, Support and Control Functions

• Sellside analysts; Investors

• Capitalmarket intermediaries including merchant bankers
• Media
• Networkingbodies.