Objective of the Role

To leverage data science, advanced analytics, and machine learning techniques to enable data-driven decision making across Life Insurance distribution channels. The role will support sales productivity enhancement, customer acquisition, retention, persistency management, lead prioritization, and business growth through actionable insights and predictive analytics.

Key Responsibilities

Responsibilities

Weightage

Develop predictive models to improve sales productivity, lead conversion, customer acquisition, and persistency

25%

Build channel-wise analytics frameworks for Agency, Banca, Direct, Partner and Digital channels

15%

Conduct customer segmentation, propensity modelling, and cross-sell/up-sell analytics

15%

Generate actionable business insights through large-scale data analysis to support sales strategy decisions

15%

Develop dashboards and scorecards for sales leaders to monitor business performance and productivity metrics

10%





Partner with Sales, Marketing, Product, Underwriting, Technology and Operations teams to drive analytics initiatives

10%

Support AI/ML-led business transformation and automation projects across distribution channels

10%

Total: 100%

Key Deliverables

- Sales Productivity Models
- Lead Scoring Frameworks
- Customer Propensity Models
- Agent Advisor Productivity Analytics
- Persistency Prediction Models
- Channel Performance Dashboards
- Cross-sell & Upsell Recommendations
- Business Performance MIS & Insights
- AI-Based Sales Chance Identification

Required Qualifications & Skills

Educational Qualification

- Bachelor's Degree in Engineering, Statistics, Mathematics, Economics, Data Science, Computer Science, or related disciplines.
- Master's Degree / MBA / PGDM preferred

📌 AVP - Data Science and Analytics - Mumbai (Goregaon East - HO)
🏢 Kotak Life Insurance
📍 Mumbai