Senior Manager - Analytics

<p style="line-height:1;"><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span></p><h2 style="margin:6pt 0in;line-height:1;"></h2><p class="MsoNormal"><span style="font-weight:normal;"><u><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Position:</span></u><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></u></span></p><p><u></u></p><u></u> <p class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Senior Manager - Analytics</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p><p class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au"><br /></span></span></p> <p class="MsoNormal"><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;font-weight:normal;">Reports to (Position):</span></u></p><p><u></u></p><u></u> <p class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">VP & Head – Business Development</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoNormal"><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;font-weight:normal;"><br /></span></u></p><p class="MsoNormal"><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;font-weight:normal;">Position Purpose:</span></u></p><p><u></u></p><u></u> <p class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">The Business Analytics role will help the retail sales function in driving data‑driven decision‑making across the mutual fund products and channels they work with. This role involves delivering actionable insights that support AUM growth, improve investor experience, strengthen distribution effectiveness, and enhance overall business performance.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoNormal"><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;font-weight:normal;"><br /></span></u></p><p class="MsoNormal"><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;font-weight:normal;">Principal Accountabilities:</span></u></p><p><u></u></p><u></u> <p class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">1. Business Performance Analytics</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoListParagraphCxSpFirst" style="margin-left:0.75in;text-indent:-0.25in;"><span style="font-weight:normal;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Build and maintain dashboards, analytical models, and performance reports for tracking AUM, flows, market share, product performance, and investor trends.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoListParagraphCxSpMiddle" style="margin-left:0.75in;text-indent:-0.25in;"><span style="font-weight:normal;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Generate insights on distributor behavior, channel performance, investor demographics, and product contribution.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoListParagraphCxSpLast" style="margin-left:0.75in;text-indent:-0.25in;"><span style="font-weight:normal;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Identify drivers of growth, opportunities, gaps, and emerging business patterns through advanced data analysis.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">2. Distribution & Channel Analytics</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoListParagraphCxSpFirst" style="margin-left:0.75in;text-indent:-0.25in;"><span style="font-weight:normal;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Analyze channel‑wise sales productivity, sales funnel movement, campaign performance, and branch-level profitability.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoListParagraphCxSpMiddle" style="margin-left:0.75in;text-indent:-0.25in;"><span style="font-weight:normal;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Provide insights to support sales strategy, territory planning, and distributor segmentation.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoListParagraphCxSpLast" style="margin-left:0.75in;text-indent:-0.25in;"><span style="font-weight:normal;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Create frameworks for retail sales target distribution</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">3. Customer Analytics</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoListParagraphCxSpFirst" style="margin-left:0.75in;text-indent:-0.25in;"><span style="font-weight:normal;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Develop investor lifecycle insights—acquisition, activation, retention, SIP behavior, churn prediction, and product penetration.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoListParagraphCxSpLast" style="margin-left:0.75in;text-indent:-0.25in;"><span style="font-weight:normal;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Support sales teams with segmentation, targeting, and personalization analytics.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">4. Predictive & Advanced Analytics</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoListParagraphCxSpFirst" style="margin-left:0.75in;text-indent:-0.25in;"><span style="font-weight:normal;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Build predictive models around SIP longevity, AUM growth, cross-sell potential, distributor behavior, and redemption risk.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoListParagraphCxSpLast" style="margin-left:0.75in;text-indent:-0.25in;"><span style="font-weight:normal;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Present insights and recommendations to senior leadership, enabling quick and informed decision-making.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoNormal"><span style="font-weight:normal;"><u><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au"><br /></span></u></span></p><p class="MsoNormal"><span style="font-weight:normal;"><u><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Certifications</span></u><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></u></span></p><p><u></u></p><u></u> <p class="MsoListParagraphCxSpFirst" style="margin-left:41pt;text-indent:-23pt;"><span style="font-weight:normal;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">NISM Series V A - Mutual Funds Distributor Module certified</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoListParagraphCxSpLast" style="margin-left:41pt;text-indent:-23pt;"><span style="font-weight:normal;"><span style="font-size:11pt;line-height:115%;font-family:Symbol;">·<span style="font-size:7pt;line-height:normal;font-family:'Times New Roman';"> </span></span><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">NISM Series XXI A - NISM PMS</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span></p><p></p> <p class="MsoNormal"><span style="font-weight:normal;"><u><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au"><br /></span></u></span></p><p class="MsoNormal"><span style="font-weight:normal;"><u><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Competencies</span></u><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></u></span></p><p><u></u></p><u></u> <ul style="margin-top:0in;padding-left:2.5rem;" type="disc"> <li class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Excellent Communication – communicates with confidence</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span><p></p></li> <li class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Collaboration</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span><p></p></li> <li class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Innovation & Continuous Improvement</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span><p></p></li> <li class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Client centricity</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span><p></p></li> </ul> <p class="MsoNormal"><span style="font-weight:normal;"><u><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au"><br /></span></u></span></p><p class="MsoNormal"><span style="font-weight:normal;"><u><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Attributes</span></u><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></u></span></p><p><u></u></p><u></u> <ul style="margin-top:0in;padding-left:2.5rem;" type="disc"> <li class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Strong problem‑solving and analytical thinking.</span><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;"></span></span><p></p></li> <li class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Strong stakeholder management and communication skills.</span></span></li><li class="MsoNormal"><span style="font-weight:normal;text-indent:-0.25in;font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;">Effectively operate in a team-oriented and collaborative environment</span></li></ul> <p class="MsoNormal"><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;font-weight:normal;"><br /></span></u></p><p class="MsoNormal"><u><span style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;font-weight:normal;">Preferred Industry Experience:</span></u></p><p><u></u></p><u></u> <ul style="margin-top:0in;padding-left:2.5rem;" type="disc"> <li class="MsoNormal"><span style="font-weight:normal;"><span lang="en-au" style="font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">Financial Services preferably Mutual Fund sales</span></span></li><li class="MsoNormal"><span lang="en-au" style="font-weight:normal;text-indent:-0.25in;font-size:11pt;line-height:115%;font-family:'Times New Roman', serif;" xml:lang="en-au">8–12 years of experience in business analytics, preferably within the mutual fund, wealth management, or BFSI domain</span></li></ul> <p class="MsoNormal"></p><p style="font-weight:normal;"> </p><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span>