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YES Bank

Posted 22 Sep 2026

Business Planning Manager

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Team
Retail Trade And Fx Sales Management (RTFSM)
Posted
22 Sep 2026

About the role

Business Planning Manager– TFx & CMSR

This role is critical in driving business planning and performance governance through data-driven insights and robust governance frameworks. The ideal candidate will support leadership decision-making and business growth by managing scorecards, business performance, and analytics. This position requires a blend of analytical expertise, strategic thinking, and excellent communication skills to ensure accurate tracking and reporting of business performance metrics.

Experience Required:

3 to 7 years

Key Responsibilities:
  • Develop business performance frameworks and scorecards aligned to business priorities.
  • Monitor strategic program initiatives and track execution against defined milestones.
  • Identify growth opportunities through business data analytics.
  • Support leadership with performance dashboards and provide data analytics for decision making.
  • Prepare Performance review deck of Sales team for performance governance.
  • Ensure overall data integrity through periodic reconciliation and validation.
  • Deliver leadership MIS, dashboards, and business performance reviews.
  • Support revenue growth through business analytics and performance interventions.
  • Conduct periodic reviews with the Finance team to identify business income leakages and implement corrective actions.
  • Lead dashboarding, performance tracking, and review mechanisms to track business delivery.
Qualification Criteria:
  • Bachelor’s degree / MBA in any field.
  • Strong analytical and quantitative skills.
  • Proficiency in data analysis tools and software.
  • Excellent communication and presentation skills.
  • Ability to work collaboratively with cross-functional teams.
  • Attention to detail and accuracy in reporting.
  • Strong project management skills.
  • Ability to manage multiple priorities and deadlines.
  • Proven track record in business performance management.
  • Experience in scorecard preparation and dissemination.
Primary Skills:
  • Data Analysis
  • Business Intelligence
  • Performance Management
Key Skills:
  • SQL
  • Tableau
  • Excel
  • Power BI
  • Project Management
  • Strategic Planning
  • Governance Frameworks
  • Financial Analysis
  • Reporting
  • Compliance


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