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 Responsibilities1. 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 chance 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. Leade

📌 Deputy Chief Manager- Planning (India)
🏢 Aditya Birla Sun Life Insurance
📍 India