Financial Planning & Analysis

Role & responsibilities

Financial Planning & Performance Management

• Prepare monthly, quarterly, and annual financial MIS reports, budgets, forecasts, and variance analyses.
• Analyze revenue, costs, profitability, and key business drivers across business segments.
• Develop management presentations and dashboards for leadership reviews.
• Monitor business performance against budgets and strategic targets.

Revenue MIS & Business Analytics

• Prepare and maintain detailed Revenue MIS across all product lines, including Mutual Funds, PMS, AIF, Bonds, Insurance, Structured Products, and other wealth products.
• Track product-wise, region-wise, and channel-wise revenue performance.
• Identify key trends, opportunities, and risks through data-driven analysis.
• Provide actionable recommendations to improve business performance and profitability.

AUM Analytics

• Build and maintain comprehensive Assets Under Management (AUM) dashboards.
• Track AUM movements, inflows, outflows, market appreciation/depreciation, and net new assets.
• Perform product-wise, segment-wise, branch-wise, and RM-wise AUM analysis.
• Support management with AUM forecasts and growth projections.

RM Performance Reporting

• Build and maintain RM-level Performance Scorecards covering:

• Revenue achievement

• AUM growth

• Client acquisition

• Product penetration

• Productivity metrics

• Incentive-linked KPIs

• Generate periodic performance reports for senior management.

• Provide insights into top and bottom performers and identify improvement opportunities.