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 new 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 governance frameworks

6. Leadership & Executive Communication

- Prepare CEO/leadership presentations, board decks, and strategic updates
- Communicate complex insights in a easy, structured, and impactful manner
- Support leadership decision-making through scenario analysis and business cases

Key Deliverables

- Annual Operating Plan (AOP) and periodic forecasts
- Monthly performance dashboards and business review decks
- Strategic initiative trackers and impact assessment
- Deep-dive analysis on key business problems

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