Key Responsibilities:

1. Strategic Sales Planning

- Support development of annual sales operating plan (AOP) in alignment with organizational objectives.

- Drive channel-wise business planning by deep-diving into productivity metrics, geographies, and customer segments.

- Evaluate and support distribution expansion models, white spaces, and prospect assessments.

2. Performance & Business Analytics

- Develop and manage dashboards to track performance across key sales KPIs including activation, persistency, productivity, and premium achievement.

- Provide timely business insights to channel heads and sales teams, enabling agile decision-making.

- Track and report performance against AOP, highlight gaps, and drive review governance at zonal and national levels.

3. Channel Strategy & Enablement

- Anchor initiatives to improve channel effectiveness – including segmentation, incentive analytics, sales enablers, and digital adoption.

- Support strategic transformation programs such as new business onboarding journeys, advisor lifecycle interventions, and CRM-led sales enablement.

4. Sales Governance & Leadership Reviews

- Prepare business review decks and strategic updates for Distribution Leadership Team, CEO forum, and governance councils.

- Own the execution cadence for key projects – tracking milestones, risks,



and field alignment.

5. Cross-functional Collaboration

- Partner closely with Sales Leadership, Marketing, Products, IT, Training, Compliance & Legal. to ensure integrated strategy execution.

- Act as a key liaison between the field and central strategy team – ensuring alignment, feedback loops, and field adoption of key interventions.

6. Sales Incentives & Recognition Support

- Work with Rewards and Distribution HR to support incentive analytics, contest structures, and recognition programs across levels.

- Monitor effectiveness and ROI of recognition initiatives and refine based on feedback.

Requirements

Education & Experience:

- Graduate / Postgraduate.

- 10–8 years of experience in Sales Strategy, Business Planning, MIS

- Managing Call Center & Back-end operations with an organization of Repute

- Prior experience in Life Insurance sales ecosystem preferred

Skills & Competencies:

· Good interpersonal skills

· Understanding of Sales processes and systems

· Problem solving abilities

· Strong analytical skills with proficiency in MS Excel, PowerPoint, MS Office.

· Project management with multi-stakeholder alignment

· High agility, ownership, and execution focus

📌 Chief Manager - Sales Support ( PSF ) (Gurugram)
🏢 XpertReach
📍 Gurugram