SBI - Manager - Performance Planning & Review

RECRUITMENT OF SPECIALIST CADRE OFFICERS ON REGULAR BASIS

ADVERTISEMENT NO : CRPD/SCO/2022-23/03

Candidates are advised to check Bank's website https://bank.sbi/careers regularly for details and updates (including the list of shortlisted / qualified candidates). The Call letter / advice, where required, will be sent by e-mail only (No hard copy will be sent).

DETAILS OF POST / NATURE OF ENGAGEMENT / VACANCY / AGE / SELECTION PROCESS / PLACE OF POSTING :

Post : Manager (Performance Planning & Review)

Grade / Scale : MMGS-III

Nature of Engagement : Regular

Age As on 01.11.2021 : Min. 25 years - Max. 35 years

Place of posting (Suggested) : Mumbai

DETAILS OF EDUCATIONAL QUALIFICATION / EXPERIENCE / SPECIFIC SKILLS / JOB PROFILE AND KRAS :

Qualifications (As on 01-11-2021)

Basic : i) B.Com./B.E./B.Tech., and

ii) PG in Management / MBA or its equivalent from recognized university/ college as 2 years full time regular course. (Institutions recognized/ approved by Govt. bodies/ AICTE / UGC). Specialisation in Finance will be preferred.

Experience (As on 01-11-2021) :

i) Minimum 4 years' post qualification work experience in data management and reporting in a corporate finance/ financial planning and analysis team.

ii) Experience in analysing financial statements and ratios used in banking, preparing financial models & presentations and familiarity to various RBI and SEBI guidelines will be preferred

Specific Skills :

- Excellent proficiency in MS Office suite.

- Written communication and presentation skills.

- Understanding of financial statements, ratios, financial models and regulatory guidelines.

Job Profile :

- Financial Analysis : Maintain the proprietary financial model comprising the detailed financials, business growth parameters, portfolio composition, business unit wise performance, all key financial ratios and historical information, Calculation and analysis of productivity ratios, financial ratios and other business ratios on a regular basis, Analysing the performance of the Bank and its individual business units, Comparison of actual performance of the Bank and its individual business units vis- vis budgetary targets and analysis of deviations, if any.

- Quarterly and Annual Closing : Prepare various presentations relating to Banks Quarterly results alongwith analysis and validation, Collection and collation of several data points / reports from various internal / external sources for research, comparative analysis and preparation of reports, Documentation and compilation of press release, Rigorous fact checking exercise to filter out any factual inaccuracies in the published data.

- Peer Analysis : Maintain database of the entire financial statements and all important ratios of the peer Banks as well as the historical information, track the quarterly results of peer Banks and provide time bound updates to the Top Management on the same, Peer Bank analysis of their quarterly performance and presenting the same to the Top Management.

- Monthly Performance Reporting : Mine data from central databases and align the same in the reporting template, Prepare presentations to the Top Management on the monthly performances of various business units, Monthly comparison of achievements vis- vis budgetary targets.

- Regulatory Compliance : Attending to queries from RBI, GOI, BBB etc. through quick compilation of requisite data and reporting the same in a time bound manner, provide time-to-time update to the Top Management on regulatory announcements.

- Any other ad-hoc projects : There may be ad-hoc analytical or strategic projects from time-to-time, Full time involvement in the team for equity fund raise exercise as and when it happens.

- Ensuring data accuracy and managerial oversight of data by senior officials. Co-ordinating and following-up with departments for timely data submission.

- Preparing Memorandum within a week to ensure that Memorandum was put before the Central Board in the latest meeting after release of EASE index.

- Conducting meetings for BUs with BCG for clarification/ queries on EASE index.

- Analyzing reports published by BCG and verifying data in the report by following up with the SPOCs and ensuring that the Top Management is given managerial oversight.

- Calculating the share of Banks and conducting follow-up with respective Banks for defraying their share in BBB expenses.

- Holding Steering Committee meetings periodically for suggestions/ instructions from the Top Management and advising the same to concerned departments to implement suggestions within the timeline stipulated by the Top Management.

- Taking part in organizing Analyst Meet and Post-Result discussions. Compiling Q&A booklet well before Analysts Meet.

- Supporting in preparing slides for presentations by departments.

KRAs :

i) Preparation/ validation of all Board / ACB Memoranda

ii) Preparation of Market Share Report on a regular basis.

iii) Data collection, analysis, validation and preparation of presentations.

iv) Contribution to the preparation of Monthly Performance PPT to CENMAC.

v) Analysis of YOA, COD, NIM and Productivity ratios.

vi) Preparation of financial calendar.

vii) Quarterly preparation of presentations to the Board, Analyst and Press etc., Ensuring that timely and adequate data is provided to the consulting team of BCG for completion of EASE project.

viii) Analysing the EASE index report and furnishing summarized report to all the verticals. Preparation of Central Board memorandum on EASE project. Sharing of Board observations with the concerned departments / verticals.

ix) Conducting meetings of departments under various verticals with officials from BCG to clarify and deliberate on the queries / clarifications related to EASE index.

x) Verification of EASE data submitted by Business Groups for ultimate submission. Ensure data correctness for improving Banks score in EASE and consequently overall rank of the Bank.

xi) Putting up note to DFS and concerned Public Sector Banks requesting them to remit their part of Bank Board Bureau expenses. Constantly following-up with concerned Banks ensuring timely remittance of expenses.

xii) Organizing EASE steering committee meetings and sharing suggestion / instructions given by Top Management with the departments / BCG / IBA as required. Tracking development periodically and preparing Action Taken Report to be placed before the Steering Committee in next meeting.

xiii) Providing required support in holding Analysts Meet / Investors Meet.

The apply button will redirect you to an external URL, please apply there.