Job Title: Sr. Manager / AVP Business Intelligence Unit (BIU)
Function: BIU
Reporting To: Finance Head
Level: Middle Management

Preferred Industry: Mutual Fund / Broking

Key Responsibilities
Prepare and manage Sales MIS at PAN India, Regional, Branch, and Relationship Manager (RM) levels.
Monitor daily, weekly, and monthly sales performance, including target vs. achievement, RM mapping, and industry sales/AUM analysis.
Develop monthly business reviews, management presentations, and Board decks.
Drive profitability analysis through financial projections, branch and product P&L;, distributor profitability, and peer benchmarking.
Prepare investment MIS, including portfolio performance, return analysis, portfolio ratios, attribution analysis,



and Investment Committee reports.
Analyze commission and expense ratios to support business planning and decision-making.

Preferred Candidate Profile
8–12 years of experience in Business Intelligence, MIS, Financial Planning & Analysis (FP&A;), or Business Finance.
Mandatory experience in the Mutual Fund or Broking industry.
Robust analytical skills with expertise in Excel and PowerPoint; knowledge of BI tools is an advantage.
Ability to work with large datasets, generate actionable insights, and present findings to senior leadership.

Thanks.

📌 Sr Manager Avp Business Intelligence Unit Mumbai
🏢 Hector and Streak Consulting
📍 Mumbai