What are we looking for?

1. Role Overview

The Business Planning role is responsible for driving strategic planning, business performance reviews, forecasting, data-driven insights, and execution support for key business initiatives. The position plays a critical role in aligning business objectives with organizational goals through structured analysis, planning, and cross-functional coordination.

What does the job entail?

AVP - Business Planning

Work Experience

- 4–10 years of experience in Business Planning, MIS, Strategy, Analytics, or Sales Planning (experience level can be customized).

Experience in BFSI/FMCG/Telecom domains is an added advantage.

Essential Qualification

- MBA / Postgraduate in Business Administration, Strategy, Finance, or related field.

Preferred Skills

A. Strategic & Annual Operating Planning

- Support development of Annual Operating Plans (AOP), quarterly business plans, and long-term strategic goals.
- Identify business growth opportunities through market research and internal data analysis.
- Assist in setting performance targets, productivity norms, and strategic priorities.

B. Business Performance Management





- Track and evaluate monthly business performance against targets (sales, productivity, cost, profitability).
- Prepare management dashboards, scorecards, and consolidated review decks.
- Highlight risks, gaps, and improvement opportunities to leadership with transparent action recommendations.

C. Forecasting & Analytics

- Develop data models to support forecasting for sales, hiring, attrition, productivity, and expenses.
- Conduct deep-dive an>
- Evaluate current business processes and recommend enhancements to improve efficiency.
- Support digital initiatives, automation projects, and workflow improvements.

3. Key Skills & Competencies

- Strong analytical and problem-solving skills.
- Advanced proficiency in Excel, PowerPoint, and data visualization tools (Tableau/Power BI preferred).
- Excellent presentation and communication abilities.
- Ability to work with cross-functional teams.
- Business acumen with understanding of sales operations and financial metrics.
- High attention to detail, structured thinking, and planning capability.

📌 Assistant Vice President - Agency - Business Partner (AVP - Business Planning) (Mumbai)
🏢 HDFC Life
📍 Mumbai