About this role
Role Purpose
The Head of Strategy & Planning will lead the Bank’s strategy formulation, enterprise planning and performance-management agenda in India. Working closely with the Chief Executive Officer and senior leadership team, the role will translate strategic priorities into actionable plans, provide forward-looking market and competitive insights, and drive disciplined execution of the Bank’s growth, transformation and efficiency objectives.
Key Responsibilities
- Lead the development, refresh and execution of the Bank’s medium- and long-term strategy, ensuring alignment with Group priorities, regulatory expectations and the India market opportunity.
- Partner with business and support-unit leaders to translate strategic objectives into clear initiatives, financial plans, milestones, ownership and measurable outcomes.
- Serve as a adviser to the Chief Executive Officer and senior leadership team on strategic choices, growth opportunities, business performance and high-priority enterprise matters.
- Lead market intelligence, competitor benchmarking, customer and industry analysis, and assessment of economic, regulatory and technology trends to support timely decision-making.
- Own the enterprise scorecard and strategic performance-management framework, including target setting, progress tracking, variance analysis and management reporting.
- Coordinate senior management, Group and Board-level business reviews; develop clear strategic narratives and executive-quality presentations supported by rigorous analysis.
- Lead cross-functional strategic and transformation programmes, resolve execution dependencies, identify emerging risks and ensure delivery against agreed objectives.
- Evaluate potential investments, partnerships, alliances and other inorganic opportunities through strategic assessment, business-case development and due diligence.
Requirements
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MBA, Chartered Accountant qualification or an equivalent postgraduate degree in business, finance, economics or a related discipline.
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Typically, 15+ years of relevant experience in strategy team of a bank or strategy/ management consulting.
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Strong understanding of banking business models, products, channels, financial drivers, risk considerations and the regulatory environment.
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Demonstrated ability to shape strategy, develop robust business cases and convert enterprise priorities into executable plans and measurable outcomes.
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Advanced analytical and financial-modelling capabilities, with the ability to synthesize complex information into concise, decision-ready insights.
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Excellent written and verbal communication skills, with experience influencing senior executives and preparing materials for executive committees and Boards.
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Strong proficiency in presentation, data-visualisation and analytics tools; familiarity with automation and artificial-intelligence-enabled planning solutions is desirable.
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Core Competencies
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Shapes a clear enterprise agenda and balances long-term ambition with near-term delivery.
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Understands value drivers, customer economics and the financial implications of strategic choices.
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Applies sound judgement, scenario analysis and data-led thinking to complex and ambiguous issues.
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Establishes clear governance, monitors delivery and intervenes early to address risks and dependencies.
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Builds alignment across a matrixed organisation and constructively challenges stakeholders when required.
Location
Mumbai
Job:
Strategic Planning
Schedule:
Regular
Employee Status:
Full time