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.
- Solid 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