Senior Manager/Assistant Vice President – Business Intelligence Unit Hector & Streak Consulting

The Corporate Institute; Mumbai; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

The Corporate Institute in Mumbai is seeking a Sr. Manager / AVP to lead the BIU function, overseeing MIS, analytics, and financial reporting across the sales network. You will partner with Finance Head to drive data-driven decisions and strategic planning in a middle-management capacity.

You will develop monthly business reviews, board-ready presentations, and performance analyses, while monitoring investment MIS and cost dynamics to support commercial growth.

Responsibilities

• Prepare and manage Sales MIS at PAN India, Regional, Branch, and RM levels.
• Track sales performance through daily, weekly, and monthly reports, including target vs. achievement, RM mapping, and industry sales/AUM analysis.
• Develop monthly business reviews, management presentations, and board decks.
• Analyze business profitability, including financial projections, branch and product P&L, distributor profitability, and peer financial benchmarking.
• Prepare investment MIS covering portfolio performance, ratios, attribution analysis, and investment committee reports.
• Monitor and analyze commission and expense ratios to support business decision-making.

Job description

Job Title: Sr. Manager / AVP Business Intelligence Unit (BIU)

Function: BIU

Reporting To: Finance Head

Responsibility Level: Middle Management

Key Responsibilities:

• Prepare and manage Sales MIS at PAN India, Regional, Branch, and RM levels.
• Track sales performance through daily, weekly, and monthly reports, including target vs. achievement, RM mapping, and industry sales/AUM analysis.
• Develop monthly business reviews, management presentations, and board decks.
• Analyze business profitability, including financial projections, branch and product P&L, distributor profitability, and peer financial benchmarking.
• Prepare investment MIS covering portfolio performance, ratios, attribution analysis, and investment committee reports.
• Monitor and analyze commission and expense ratios to support business decision-making.