What are we looking for?

We are looking for a strategic, business-oriented professional to join the Agency Strategy team at Head Office. The role will be responsible for translating business priorities into actionable sales strategies, driving strategic initiatives across the agency channel, and enabling sustainable growth through improved processes, digital solutions, and cross-functional collaboration. The ideal candidate should bring a solid understanding of the life insurance sales ecosystem, experience of working in a Head Office environment, and the ability to connect field realities with enterprise-level strategy, technology, and execution.

What does the job entail?

Key Responsibilities

1. Agency Strategy & Business Growth

Develop and drive strategic initiatives to improve agency business performance, productivity, activation, recruitment, retention, and premium growth. Identify growth opportunities across the agency distribution model and convert them into actionable business plans.

Partner with sales leadership to translate strategic priorities into measurable field-level interventions.

Track business outcomes and evaluate the effectiveness of strategic initiatives.

1. Cross-Functional Collaboration

Work closely with HR, Central Operations, Legal & Compliance, Marketing, IT, and other stakeholder functions to design and implement business solutions. Drive alignment across departments to resolve execution bottlenecks and enable faster implementation of strategic initiatives.

Translate business requirements into clear functional requirements and facilitate stakeholder discussidentify productivity gaps and design interventions to improve business outcomes.

Support the development of sales campaigns,



contests, incentive-led initiatives, and other strategic programs.

Build performance tracking mechanisms and provide insights to senior management for informed decision-making.

1. Business Analytics, Governance & Management Reporting

Analyze business data to identify trends, opportunities, and performance gaps. Develop management dashboards, MIS, business reviews, and strategic presentations.

Prepare concise, insight-led recommendations for senior leadership.

Monitor progress of strategic initiatives, identify risks, and drive timely course correction.

Establish clear governance and review mechanisms for key strategic programs.

Work Experience

evolving digital practices. Hands-on familiarity with AI productivity tools such as ChatGPT, Claude, or equivalent tools for research, analysis, ideation, and business productivity.

Functional & Communication Skills

Proficient in Microsoft Office, particularly in Excel, Data analysis, dashboards, MIS, and business modelling.

PowerPoint: High-quality management presentations, storytelling, and executive communication.

Strong analytical, problem-solving, stakeholder management, and communication skills.

Ability to work independently, manage multiple priorities, and influence stakeholders without direct authority.

Essential Qualification

Graduation

Preferred Skills

Graduate degree in any discipline; MBA / PGDM in Strategy, Marketing, Business Management, or a related field will be an advantage. 8–12 years of relevant experience in life insurance, financial services, distribution, sales strategy, or business transformation.

Experience in agency channel strategy or a similar distribution-led business will be preferred.

📌 Chief Manager - Agency Sales (Chief Manager) (Mumbai)
🏢 HDFC Life
📍 Mumbai