Job Purpose :
The Strategy Team Lead is responsible for driving the strategic agenda, business planning, performance management, and transformation initiatives for the Bancassurance channel. The role will serve as a strategic partner to the Channel Head and senior bank stakeholders to drive profitable growth, strengthen distribution effectiveness, and create sustainable competitive advantage in an Open Architecture setting. The incumbent will be responsible for developing channel growth strategies, managing business planning and budgeting, driving sales productivity and analytics, strengthening channel economics, and identifying new business opportunities. The role requires a deep understanding of banking business models, customer segments, Bancassurance distribution dynamics, sales management practices, and life insurance market trends.

Accountabilities
Sales Management & Development
1. Evaluate market trends, competitive landscape, regulatory developments, and emerging industry practices to recommend strategic interventions.
2.



To lead development of performance management systems for channel including incentives, KPIs and career progression models
3. Initiate and implement corrective action basis various underlying trends of the MIS.
4. To continuously review Sales processes and improvise them basis evolving business needs.
5. Partner with Leadership to define medium and long-term growth strategies.

Prepare, monitor & control channel budgets and define business targets
1. Co-Own P&L; for the channel along with channel head and ensure course corrections and risk mitigations strategies are implemented in a timely manner.
2. Lead the annual operating plan, budgeting, forecasting, and business target-setting exercise for the channel.
3. Develop business projections through analysis of customer base, relationship value, customer vintage, resource deployment, geographic spread, productivity trends, and market opportunities.
4. Conduct Impact Analysis of existing &

📌 Strategy Lead (Goregaon)
🏢 Financial services
📍 Goregaon