The role supports execution of business strategy, sales planning, and performance tracking across Group Business (Fund, Risk, and Creditor). The focus is on enabling business growth, improving productivity, and supporting delivery of sales and profitability targets.
Key Responsibilities
Business Planning & Analysis
Support development of business plans in coordination with Sales teams
Track performance against business targets and highlight key trends
Assist in analyzing business performance across products, segments, and geographies
Support benchmarking of sales and productivity metrics
Distribution Projects Support
Assist in execution of key initiatives such as segmentation, micro-markets, cross-sell, and branch productivity programs
Coordinate with channel teams for implementation of initiatives
Track progress and support reporting of project outcomes
Sales Operations & Automation
Support implementation of sales automation and digital initiatives
Assist in MIS automation and dashboard reporting
Support UAT and system enhancements in coordination with IT teams
Coordinate with Operations/Finance for basic reconciliations and process support
Sales & Lead Management
Support structured sales process from lead tracking to conversion
Assist in CRM usage and adoption (e.g., MS Dynamics)
Help in preparing dashboards and sales performance reports
Product & Customer Support
Assist in competitor benchmarking and identifying product gaps
Support coordination with Actuarial and Marketing teams for product and communication initiatives
Help in customer engagement and communication activities
Growth Initiatives Support
Support lead generation and business development initiatives
Assist in cross-sell and upsell prospects across channels
Coordinate with internal teams to support strategic business initiatives
Role Summary
This role is suitable for a 2–5 years experienced skilled who will support business strategy execution, data analysis, reporting, and coordination across teams to drive sales effectiveness and growth.