Job Details

Department: Planning Advisory

Reports To: Chief Advisory Officer / Managing Partner

Location: Bangalore

Employment Type: Full time, Permanent
Job Summary

The Planner Head is a strategic leadership role responsible for team management, operational efficiency, process excellence, and client advisory outcomes. This position leads the planning function, mentors emerging talent, drives process improvements, and contributes to firm revenue growth and innovation.
Key Responsibilities
Team Operations
- Lead daily operations of the planning team, ensuring adherence to TAT (turnaround time) guidelines, process standards, and quality benchmarks
- Allocate workload based on performance metrics and skill development needs, not preference
- Establish and enforce accountability standards; conduct monthly performance reviews with individual planners
- Create and maintain backup coverage for all critical functions to ensure business continuity
- Implement workload balancing strategies to optimize team capacity and reduce bottlenecks
Leadership Mentoring




- Mentor at least 2 planners on decision-making frameworks, client advisory skills, and operational efficiency
- Establish and strengthen the mentor mentee framework with sub-reporting levels based on experience (1 yr)
- Identify and develop next-line leaders within the team
- Lead client meetings independently; provide high-quality reporting and insights to senior management
- Demonstrate independent resolution of at least 2 major operational issues per quarter
Client Revenue
- Ensure zero missed client follow-ups and maintain 95%+ client satisfaction metrics
- Track client conversion rates by planner and provide insights to improve conversion pipelines
- Conduct revenue-per-client analysis and identify upsell/cross-sell opportunities
- Participate in at least 2 client meetings independently (by Q3) with documented feedback
- Identify revenue generation possibilities and growth opportunities within the planning func

📌 Planner Head (Bengaluru)
🏢 Dilzer Consultants
📍 Bengaluru