Kotak Bank - Financial Planning & Strategy Analyst

Strategic Financial Planning:

- Provide insights and recommendations to senior management on market trends and economic forecasts that impact strategic decisions.

- Support the preparation of the bank's strategic plan, including financial modeling, scenario analysis, and risk assessment

- Collaborate with senior leaders and work on projects to enable growth, cost-efficiency, productivity enhancement etc.

Market & Competitive analysis:

- Competition analysis to identify trends, risks, and opportunities

- Analyze industry benchmarks and provide insights on how the Bank can enhance its competitive position.

- Provide strategic recommendations based on market analysis to support product development and market expansion initiatives.

Data Analytics and Business Intelligence:

Leverage operating data using analytics along-side financial data to identify trends, patterns, and insights that inform financial planning and strategy.

- Contribute to the development of a new financial and operating data architecture proposed to be designed to function as an advanced analytics tool, providing accurate recommendations to guide business decisions

Distribution, Product and Proposition

- Works closely with the teams to assist in enhancing performance viz., sales productivity, quality of origination, optimal cost of acquisition, cost and revenue synergies

- Assist in financial evaluation of propositions, creation of business plans etc.

- Works on identified projects and problem statements at consumer bank level

Candidate Background:

- CA or MBA with about 3 - 10 yrs of experience

- Outstanding track record of academic achievement with excellent communication skills

- CA rank holders and / or MBA from premier institutes

- Experience in consulting in consumer banking, broader financial services sector, would be an advantage

- Superior articulation, analytical and problem-solving skills, with demonstrated intellectual and analytical rigor, attention to detail and ability to carry out sophisticated financial modelling

- Advanced proficiency in Excel and PowerPoint

- Ability to synthesize data into meaningful conclusions and recommendations

- Broad financial acumen including a strong foundation in corporate finance principles

- Strong work ethic, ability to proactively manage multiple high priority projects and work effectively in team

- Temperament to work in cross-functional teams and ability to interact and co-ordinate with other businesses, teams and individuals for execution

Candidate's competency:

- Strategic Thinking

- Financial Acumen

- Analytical Skills

- Attention to Detail

- Communication Skills

- Team Collaboration`

- Problem-Solving

- Stakeholder management