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.
DashboardAdoption – 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.
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.
DashboardAdoption – 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.
