Job Description

Position
Deputy Manager - Business Planning
Incumbent
NA
Department
Partnerships (BroCA)
Function
Partnerships (BroCA Enablement)
Reporting to
Chief Manager - Business Planning
Band
5B
Location
HO, Gurgaon | Malad - Mumbai
Team size (D/I)
NA
JOB SUMMARY:
We are seeking a highly skilled and analytical professional to join our Broking Vertical as a Business Planning & Data Analytics Executive. The ideal candidate will bring deep expertise in data modeling, forecasting, and dashboarding, with a strong command of advanced Excel and VBA. This role is pivotal in driving strategic sales planning, performance simulations, and actionable insights to support business growth.
Key Responsibilities

• Develop and maintain advanced Excel models for sales forecasting and performance tracking.
• Automate reporting processes using VBA to enhance efficiency and accuracy.
• Design and manage interactive dashboards for real-time business insights.
• Conduct simulations and scenario analyses to support strategic decision-making.
• Collaborate with sales and distribution teams to align planning with business goals.
• Analyze historical data to identify trends, gaps, and opportunities.
• Prepare monthly and quarterly business performance reports for leadership.
• Support annual business planning cycles with data-driven inputs and projections.

Measures of Success (MOS)

• Forecast Accuracy -

90% alignment with actuals. * Dashboard Adoption - High usage and positive feedback from stakeholders.

• Automation Impact - Significant reduction in manual effort via VBA tools.
• Planning Effectiveness - Timely and accurate inputs for business planning cycles.
• Insight Generation - Actionable analytics leading to measurable business outcomes.
• Simulation Utility - Scenario models used in strategic decisions.
• Stakeholder Satisfaction - Strong collaboration and responsiveness across teams.
• Data Quality - Minimal errors and high reliability in reporting outputs.

EXPERIENCE:

• Bachelor's/Master's degree in Business, Statistics, Mathematics, or related field.
• Minimum 5 years of experience in business planning, analytics, or related roles.
• Proficiency in Advanced Excel, VBA, and data visualization tools.
• Strong understanding of sales planning, forecasting, and simulations.
• Experience in insurance or financial services, preferably in broking.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work independently and manage multiple priorities.
• Analytical skills & process orientation
• Ability to think creatively

KEY RELATIONSHIPS (INTERNAL /EXTERNAL)

• Sales Teams - For planning, forecasting, and performance tracking.
• Finance Department - For budgeting, cost analysis, and financial planning.
• IT/Data Management Teams - For data access, system integration, and automation support.
• Sales Leadership - For presenting insights, dashboards, and strategic recommendations
• Broking Partners/Channel Partners - For sales data exchange, performance reviews, and planning inputs.

Position
Deputy Manager - Business Planning
Incumbent
NA
Department
Partnerships (BroCA)
Function
Partnerships (BroCA Enablement)
Reporting to
Chief Manager - Business Planning
Band
5B
Location
HO, Gurgaon | Malad - Mumbai
Team size (D/I)
NA
JOB SUMMARY:
We are seeking a highly skilled and analytical professional to join our Broking Vertical as a Business Planning & Data Analytics Executive. The ideal candidate will bring deep expertise in data modeling, forecasting, and dashboarding, with a strong command of advanced Excel and VBA. This role is pivotal in driving strategic sales planning, performance simulations, and actionable insights to support business growth.
Key Responsibilities

• Develop and maintain advanced Excel models for sales forecasting and performance tracking.
• Automate reporting processes using VBA to enhance efficiency and accuracy.
• Design and manage interactive dashboards for real-time business insights.
• Conduct simulations and scenario analyses to support strategic decision-making.
• Collaborate with sales and distribution teams to align planning with business goals.
• Analyze historical data to identify trends, gaps, and opportunities.
• Prepare monthly and quarterly business performance reports for leadership.
• Support annual business planning cycles with data-driven inputs and projections.

Measures of Success (MOS)

• Forecast Accuracy -

90% alignment with actuals. * Dashboard Adoption - High usage and positive feedback from stakeholders.

• Automation Impact - Significant reduction in manual effort via VBA tools.
• Planning Effectiveness - Timely and accurate inputs for business planning cycles.
• Insight Generation - Actionable analytics leading to measurable business outcomes.
• Simulation Utility - Scenario models used in strategic decisions.
• Stakeholder Satisfaction - Strong collaboration and responsiveness across teams.
• Data Quality - Minimal errors and high reliability in reporting outputs.

EXPERIENCE:

• Bachelor's/Master's degree in Business, Statistics, Mathematics, or related field.
• Minimum 5 years of experience in business planning, analytics, or related roles.
• Proficiency in Advanced Excel, VBA, and data visualization tools.
• Strong understanding of sales planning, forecasting, and simulations.
• Experience in insurance or financial services, preferably in broking.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work independently and manage multiple priorities.
• Analytical skills & process orientation
• Ability to think creatively

KEY RELATIONSHIPS (INTERNAL /EXTERNAL)

• Sales Teams - For planning, forecasting, and performance tracking.
• Finance Department - For budgeting, cost analysis, and financial planning.
• IT/Data Management Teams - For data access, system integration, and automation support.
• Sales Leadership - For presenting insights, dashboards, and strategic recommendations
• Broking Partners/Channel Partners - For sales data exchange, performance reviews, and planning inputs.