Agent
Jobs
Applied
Tracker
Profile
    1. Jobs for you
    2. Job

    Job · 11406345

    Edelweiss logo

    Opening For Sales Strategy and MIS-Leading NBFC

    Edelweiss · Mumbai · onsite · Posted 70d ago

    Undisclosed2–5 yrsfulltimeSourced fromNaukri

    About a minute. You'll make an account on the way through.

    About this role

    Job Summary

    The Sales Planning professional is responsible for developing, analyzing, and executing sales strategies to drive revenue growth. This role involves forecasting sales, supporting decision-making with data insights, aligning sales targets with business objectives, and ensuring efficient sales operations.

    Key Responsibilities

    1. Sales Planning & Strategy

    • Develop short-term and long-term sales plans aligned with organizational goals
    • Translate business objectives into actionable sales targets
    • Support leadership in defining market expansion and growth strategies

    2. Forecasting & Budgeting

    • Prepare accurate sales forecasts using historical data and market trends
    • Analyze variances between forecasted and actual sales performance
    • Assist in annual budgeting and periodic sales projections

    3. Data Analysis & Reporting

    • Track sales KPIs (revenue, conversion rates, pipeline health, etc.)
    • Generate dashboards and reports for senior management
    • Identify sales trends, opportunities, and areas of improvement

    4. Sales Performance Management

    • Monitor performance against targets and suggest corrective actions
    • Drive performance reviews and sales productivity analysis
    • Support incentive plan design and evaluation

    5. Cross-functional Coordination

    • Collaborate with marketing, finance, and operations teams
    • Align demand planning, supply chain, and sales activities
    • Support product launches and promotional planning

    6. Process Improvement

    • Optimize sales planning tools, systems, and processes
    • Implement best practices for forecasting and planning accuracy
    • Ensure data integrity and standardization

    Qualifications & Skills

    Education

    • Bachelors degree in Business Administration, Finance, Marketing, or related field
    • MBA preferred (optional depending on role level)

    Experience

    • 3–8 years of experience in sales planning, business analytics, or sales operations
    • Experience with forecasting, CRM tools, and data analysis

    Key Skills

    • Strong analytical and data interpretation skills
    • Advanced Excel / BI tools (Power BI, Tableau, etc.)
    • Forecasting and planning expertise
    • Business acumen and strategic thinking
    • Excellent communication and stakeholder management
    • Problem-solving and decision-making abilityRole & responsibilities


    Preferred candidate profile



    Sourced from naukri

    Skills

    Sales StrategySales PlanningSales Analytics

    About Edelweiss

    Edelweiss logo

    Edelweiss

    Financial Services

    4.8k+

    employees

    2017

    9 years old

    Mumbai, Maharashtra

    US

    ₹10.9L PA avg

    Avg at Edelweiss

    About

    Edelweiss is a Top Finance Company in Mumbai. They are the best in Investment & Advisory Services.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.8/ 5

    Culture

    2.6

    Career growth

    2.3

    Work-life

    3.4

    Employees rate it well for

    Work-Life Balance38Overall Company38

    Find them on

    WebsiteLinkedInAmbitionBox reviews

    Opening For Sales Strategy and MIS-Leading NBFC · waiting for your command