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Paytm, India's leading mobile payments and financial services company, is seeking a Data Analyst to strengthen its Sales Planning and Distribution Strategy capability for the Lending business. You will partner closely with the planning lead to transform business questions into clear analysis, models, and insights that drive sales planning, distribution design, and performance tracking.
In this role, you will own day-to-day execution including data preparation, analysis, dashboard development, and scenario modeling to enable leadership to make faster, better decisions.
Key Responsibilities:
- Support sales planning cycles (targets, capacity, territory/portfolio coverage, resource allocation) with robust data and analysis
- Build and maintain models for demand forecasting, productivity, channel/partner performance, and distribution effectiveness
- Analyze sales funnel, conversion, and portfolio metrics to surface trends, gaps, and opportunities
- Design and refresh dashboards and MIS for leadership reviews (weekly, monthly, quarterly cadence)
- Run scenario and what-if analyses for planning decisions (target stretch, channel mix, geographic prioritization)
- Partner with Sales, Credit, Operations, Finance, and Product teams to reconcile definitions, pull data, and validate insights
- Ensure data quality, documentation, and consistent metric definitions across planning deliverables
- Translate analytical findings into crisp recommendations and presentation-ready narratives for leadership
The LRM Team Sales Operation team drives sales planning and execution through target setting, performance tracking, accurate reporting, data-driven insights, process management, and operational support to improve productivity and achieve business goals.
Requirements:
- 4+ years of experience as a Data Analyst or Business Analyst in BFSI (Banking, Financial Services, Insurance), preferably Lending, retail banking, or related domains
- Strong proficiency in Excel/Google Sheets (advanced formulas, pivot tables, modeling)
- Hands-on experience with SQL for data extraction and analysis
- Experience with BI tools (Power BI, Tableau, Looker, or equivalent)
- Solid analytical problem-solving: structuring ambiguous asks, building hypotheses, delivering actionable insights
- Comfort working with large datasets and reconciling numbers across multiple sources
- Clear written and verbal communication; ability to explain analysis to non-technical stakeholders
- Preference for candidates from reputed institutions with strong quantitative/analytical academic background
Good to Have:
- Exposure to sales planning, MIS, distribution strategy, or go-to-market analytics
- Exposure to AI tools
- Familiarity with Python or R for analysis/automation
- Experience with CRM, LOS (Loan Origination System), LMS data, or sales force effectiveness metrics
- Prior experience supporting AVP/VP or similar leadership stakeholders in fast-paced environments
