National Manager-Investor Relations, Financial Planning and Strategy

1. POSITION DESCRIPTION

JOB TITLE

National Manager- Financial Planning and Strategy

GRADE

SVP

DEPARTMENT

Finance and Accounts

LOCATION

HO

SUB-DEPARTMENT

Financial Planning, Strategy, & Investor Relations

TYPE OF POSITION

Full-time

REPORTS TO

Chief Financial Officer

REPORTING INTO

Lead-FP&S

Lead-FP&S Assets

Lead-IR & FP&S

1. ROLE PURPOSE & OBJECTIVE

• Overall financial planning and strategy, budgeting, analysis and tracking of performance.
• Help in decision making with appropriate analysis of business and market/ competitor landscape.
• Regularly upraise management and Board on budgeted vs actual performance and variance analysis. Discuss with business teams on deviations, plan for corrective action and follow-up.
• Review capital adequacy requirements at regular intervals and initiate fund raise process through appropriate routes like QIP, Rights issue, Follow-on Public Issue, debt syndication etc.
• Establish investor relations best practices and create strong brand Ujjivan among global and domestic investor base and sell-side analysts
• Build strong network and excellent relationship with all capital market intermediaries including merchant bankers

1. SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

• Balance sheet of the Bank
• Budget of all functions
• Help in fund raise, as and when required, through appropriate routes like QIP, Rights issue, Follow-on Public Issue, debt syndication etc.

• Track various business/ other initiatives by all functions
• Competitor landscape analysis
• Critical Management/ Board reports
• Manage sell-side analysts (30+)
• Manage existing institutional investors (10-15)
• Manage potential investors (50+)

1. KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business/ Financials

• Initiates and co-ordinates the formulation of business plans and annual budgets, and monitors progress towards their achievement.
• Engages with senior management teams and various Board Committees to develop short, medium, and long-term financial plans and projections for the organization.
• Develops and utilizes financial models and activity-based financial analysis to provide a basis for investment decisions and business planning.
• Finalizes short term/medium/long term business plans, forecasting, internal/external benchmarking, financial statement review and providing financial analysis to aid in decision making.
• Develops and monitors business performance metrics and works with Cost centers and key management people to monitor department financial performance, highlight trends across key performance indicators and analyze abnormalities.
• Creates demand forecasts, business segment projects, ad-hoc business case models and sensitivity analysis.
• Analyzes complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purpose.
• Analyzes revenue and costs, understanding variances against forecast, budget and prior year; presents meaningful analysis with solutions to the senior management.
• Supports the development of periodic reports on business scorecard and dashboards with key business metrics to guide key information for decision making and benchmark progress against targets, initiatives and strategies.
• Prepares monthly management business reporting packs, quarterly Board packs, Q&A support material for earnings call.

Investor Relations

• Formulates communication strategy for the bank basis the organizational objectives and business plan/ outlook.
• Develops and maintains relation with different investor classes and sell-side analysts through planned and unplanned communication forums with focus on increasing visibility among investor community.
• Plans, leads and one-point contact for various discussions with different stakeholders including investors, sell-side analysts, internal management team, and various capital intermediaries.
• Organizes and represents the Bank in management meetings, conferences, road shows etc. to disseminate the Banks’s strategy, outlook, performance etc.
• Manages fund raising process for the Bank, as and when required, through appropriate routes like QIP, Rights issue, Follow-on Public Issue, debt syndication etc.
• Favorably influences investor perception about the Bank with a brand building strategy.
• Analyzes trends in institutional shareholder base movement.

Customer (Both Internal & External)

• Forges meaningful relationships with departmental heads and become a trusted FP&S partner, highlighting risks, documenting and/or building simulations and sensitivity analyses and suggesting solutions to problems as they arise.
• Proactively engages and builds strong relationships with the business teams to stay connected on strategies and initiatives.
• Communicates company financials, business operations, strategy, processes etc. to the institutional investors and sell-side analyst community.
• Works closely with various business heads, senior management to understand business strategy, outlook, performance etc.
• Communicates key messages from investors and analysts to senior management.
• Landscape analysis on peer performance and communication strategy.

Internal Process

• Complies with all SEBI requirements under various regulations; work closely with Company Secretary in this regard.
• Analyzes company performance and strategy and preparing report/ MIS deck for senior management periodically.

Innovation & Learning

• Builds and monitors manpower to ensure sufficient knowledge, experience, professional qualifications in FP&S.
• Imparts capital market related skills, know-hows and domain knowledge to investor relations team and equip them to execute investor relations strategy of the Bank.
• Monitors the knowledge levels and identify skills gaps of the FP&S/ IR team and put in place a continuous training program to update their knowledge and skills.
• Identifies sensitive roles and create back-ups to ensure uninterrupted operations.
• Supervises the performance of employees and conduct their annual performance appraisal. As a skip level supervisor oversee the performance of second level managers, identify their training and development needs.
• Identifies various areas to improve efficiencies in the department and engage technology solution to improve productivity especially in transactional job areas.
• Builds powerful networks with various industry bodies to imbibe and share best practices.
• Keeps abreast of internal and regulatory guidelines and make adequate changes as required.
• Undertakes additional certifications, trainings and mandatory programs advised by HR department.

1. MINIMUM REQUIREMENTS OF KNOWLEDGE & SKILLS

Educational

Qualifications

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

Experience

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

Certifications

• NA

Functional Skills

• Good knowledge of the financial sector
• Strong analytical abilities, leadership qualities, and understanding of financial planning.
• Ability to 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
• Strict attention to detail and deadline orientated
• Strong analytical and problem solving skills; questioning mind
• Strong network among investors and sell-side analysts community

Competencies

• Financial acumen
• Building Organizational Talent; Coaching and Developing Others
• Driving Execution
• Emotional Intelligence Essentials
• Cultivating Networks and Partnerships
• Customer focus

1. KEY INTERACTIONS

INTERNAL

EXTERNAL

• Bank Board and MD & CEO, CFO
• All Business, Support and Control Functions

• Sell side analysts; Investors
• Capital market intermediaries including merchant bankers
• Media
• Networking bodies

PREPARED BY: Deepak Shivprakash Khetan

DATE: 07-10-2021

REVIEWED BY: Sridevi Parthasarathy

DATE: 07-10-2021

LAST UPDATED BY: TM Team

DATE: 21-02-2026