ROLEPURPOSE & OBJECTIVE

1. Overallfinancial planning and strategy, budgeting, analysis and trackingof performance.
2. Helpin decision making with appropriate analysis of business andmarket/ competitor landscape.
3. Regularlyupraise management and Board on budgeted vs actual performanceand variance analysis. Discuss with business teams on deviations,plan for corrective action and follow-up.
4. Reviewcapital adequacy requirements at regular intervals and initiatefund raise process through appropriate routes like QIP, Rightsissue, Follow-on Public Issue, debt syndication etc.
5. Establishinvestor relations best practices and create robust brand Ujjivanamong global and domestic investor base and sell-side analysts
6. Buildstrong network and excellent relationship with all capital marketintermediaries including merchant bankers

SIZEOF THE ROLE

FINANCIALSIZE

NON-FINANCIALSIZE
- Balancesheet of the Bank
- Budgetof all functions
- Helpin fund raise, as and when required, through appropriate routeslike QIP, Rights issue, Follow-on Public Issue, debt syndicationetc.




- Trackvarious business/ other initiatives by all functions
- Competitorlandscape analysis
- CriticalManagement/ Board reports
- Managesell-side analysts (30+)
- Manageexisting institutional investors (10-15)
- Managepotential investors (50+)

KEYDUTIES & RESPONSIBILITIES OF THE ROLE

Business/Financials
- Initiatesand co-ordinates the formulation of business plans and annualbudgets, and monitors progress towards their achievement.
- Engageswith senior management teams and various Board Committees todevelop short, medium, and long-term financial plans andprojections for the organization.
- Developsand utilizes financial models and activity-based financialanalysis to provide a basis for investment decisions andbusiness planning.
- Finalizesshort term/medium/long term business plans, forecasting,internal/external benchmarking, financial statement review andproviding financial analysis to aid in decision making.

📌 National Manager-Investor Relations, Financial Planning and Strategy (Bengaluru)
🏢 Ujjivan Small Finance Bank
📍 Bengaluru