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
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 current business opportunities / partnerships
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
Data Analytics &
Insights
Perform deep-dive analysis on sales performance, channel efficiency, and customer behavior
Translate data into explicit 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
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
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 Maharashtra
🏢 Aditya Birla Sun Life Insurance
📍 Maharashtra