Hello,
Greeting from "Kotak Life Insurance"
Job Role - AVP (Sales Planning & Analytics )
Notice Period - Immediate / 1Month
Location - Goregaon East
Contact Person - Sangita Mandal ((phone hidden))
Interested person can share there resume at "
[email protected]"
Job Overview:
- AVP - Sales Planning & Analytics is a senior role that leads entire MIS team for Tied Agency having deep expertise in MIS & Performance Management
- Key duties include Sales Planning including Target definition & Rollouts, Cadence & Review with Field team, Delivery of all Channel MIS on day to day / Need basis, Analytics around Target Achievement, Shortfall, Seasonality, Zonal MoM / YoY / QoQ performances, Senior Management Presentations (MFM, SCOM, QFM etc.), Drive Corrective Actions, Channel Communication, Dashboarding for rolled out Contests / Programs / Schemes
- Act as a SPOC for all Channel related data requirements coming from Cross Functional teams like Product, Compliance, Audit, Risk, Finance, IT / Tech. etc.
- Executive Support to HoA for Calendar Management, Contest / Program Fulfilment and Field Visits - Travel Planning & Logistics
Reporting to:
- Head of Tied Agency
Responsibilities Overview:
- Lead the MIS team to build, track, and optimize daily, monthly, and annual sales dashboards
- Monitor Tied agency channel performance, productivity metrics, persistency ratios, and business targets vs. actuals
- Design strategic sales forecasts,
territory mappings, and commission/incentive payout analytics
- Present data-driven insights and business reviews to senior management to guide decision-making
- Executive Support & Office Management
- Prioritize internal and external meetings, stakeholder interactions, and branch visit schedules
- Plan, coordinate, and finalize domestic and international travel itineraries, logistics, and accommodations
- Act as a core coordination point between the Head of Agency's office and regional/branch sales teams
- Manage, mentor, and upskill a team of data analysts and MIS professionals
- Automate reporting processes to reduce manual intervention and improve data accuracy
- Ensure strict compliance with company data policies and regulatory norms
- Team Leadership & Process Improvement
Job Skills Required:
- Advanced data analytics and MIS reporting skills (Expertise in Excel & SAS)
- Robust Presentation Skills (MS Powerpoint, MS Word)
- Strong command over KLI & Life Insurance metrics
- Excellent executive support management and organizational skills
- High on emotional intelligence and stakeholder management.
Experience Level:
- Overall Exp. range of 8 to 15 years
- Min. 7 years of experience in leading a team of Sales Planning, MIS & Performance Management
Education:
- Atleast Graduate | MBA preferred (Marketing/Sales, Finance, Operations)
📌 AVP - Sales Planning & Analytics (Goregaon)
🏢 Kotak Life Insurance
📍 Goregaon