Analyst role in Fund Services at Citco focusing on managing operational deliverables and customer relationships. Utilizing software and financial analysis for effective loan management in Pune, India.
About the role
- Business Intelligence Senior Analyst at Bobcat providing data-driven recommendations for commercial effectiveness. Analyzing sales data and supporting strategic planning with cross-functional teams.
Responsibilities
- Analyze sales, pipeline, and market data to identify performance trends, growth opportunities, and risk areas
- Translate business needs into analytical models, dashboards, and reports for commercial leadership
- Monitor KPIs and support target setting, forecasting, and performance review cycles
- Analyze the industry trend, dealer performance, and gather inputs from field team, identify the key reasons of under or over achievement, and develop sales strategy to achieve the targets
- Develop and maintain reporting processes, including Monthly Business Reviews (MBR), Quarterly Business Reviews (QBR), and Annual Operating Plans/Long-Range Plans (AOP/LRP)
- Support implementation and continuous improvement of commercial processes (e.g., opportunity management, pricing governance, order pipeline tracking)
- Partner with cross-functional teams (Sales, Finance, Marketing, Operations) to harmonize processes and ensure data consistency across systems (e.g., CRM, ERP, BI tools)
- Identify automation and efficiency improvement opportunities in data workflows
- Contribute to business cases for growth initiatives or market expansion
- Support annual planning, AOP reviews, and performance deep-dives with actionable insights
- Deliver high-quality presentations and reports for regional and global leadership
- Act as a liaison between Commercial Solutions Group and regional commercial teams
- Ensure clear communication of performance insights, process updates, and system changes
- Lead training or knowledge-sharing sessions to improve adoption of commercial tools and best practices
Requirements
- Solid experience in a similar role, with experience in sales / channel management being of advantage
- Good knowledge of data analysis tools such as PowerBI and Excel, experience working with ERP systems
- Strong analytical and organizational skills with experience in generating and presenting performance reports
- Excellent communication and presentation skills; ability to explain complex data to non-technical audiences
- Proven track record in supporting strategic projects and fostering strong relationships.
Benefits
- Motivating salary and benefits – a contribution to pension insurance of 3% of gross salary
- meal vouchers
- Hybrid work – enjoy working from home for two days a week
- Dynamic and innovative working environment – modern offices with fully equipped facilities
- Opportunity to become part of a global market leader
- Personal and professional growth – career development, training, and education
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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