Role Purpose
Drive strategic planning, business insights, and performance tracking to support leadership decision-making. The role focuses on translating business goals into actionable plans, tracking execution, and enabling data-driven strategy across distribution and operations.
Key Responsibilities
1. Business Planning & Budgeting
- Support annual operating plan (AOP) and long-range planning (LRP) exercises
- Collaborate with sales, product, and finance teams to build business plans (premium, cost, productivity)
- Develop bottom-up and top-down forecasts across channels (agency, banca, digital)
- Track variance vs plan and identify corrective actions

2. Strategy Development
- Support formulation of business strategy aligned to company growth objectives
- Conduct market sizing, competitor benchmarking, and opportunity analysis
- Build strategic initiatives across customer lifecycle (acquisition, retention, productivity)
- Assist leadership in evaluating current business opportunities / partnerships

3. Performance Management & Governance




- Design and manage business dashboards for leadership (sales, persistency, productivity, cost ratios)
- Track key KPIs and provide actionable insights to leadership and business heads
- Drive monthly/quarterly business reviews with structured insights and recommendations
- Identify early warning signals and highlight risks

4. Data Analytics & Insights
- Perform deep-dive analysis on sales performance, channel efficiency, and customer behavior
- Translate data into clear business narratives for leadership communication
- Identify drivers of growth and leakages (conversion, attrition, productivity gaps)
- Work with data teams to improve reporting automation and accuracy

5. Cross-functional Coordination
- Partner with Finance, HR, Distribution, and Operations teams to drive strategic initiatives
- Track key transformation projects and ensure alignment with business goals
- Facilitate execution of strategic programs through structured

📌 Deputy Chief Manager- Planning (Thane)
🏢 Financial services
📍 Thane