Strategy Lead F2F Channel-5-8 years-Mumbai

Location: BKC, Mumbai
Industry: Life Insurance
Function: Business Strategy & Performance
Reporting To: CHRO

We are looking for a Strategy Lead to drive business strategy, performance analytics and strategic initiatives for the Face-to-Face (F2F) distribution channel. The role will focus on improving channel growth, sales productivity, activation, hiring and manpower effectiveness through data-driven insights, strategic planning and cross-functional execution.

Your Future Employer

A leading organisation in the life insurance sector, offering an opportunity to work closely with senior leadership and drive strategic initiatives for a large-scale direct sales distribution channel.

Responsibilities

Business & Channel Strategy

1. Develop and support strategic initiatives to drive Face-to-Face channel growth.
2. Analyse business performance across branches, regions, teams and distribution levels to identify improvement opportunities.
3. Translate strategic priorities into execution plans, milestones and measurable outcomes.
4. Support annual, quarterly and monthly business planning.

Performance & Productivity Analytics
5. Track key business metrics, including WRP, productivity, activation, hiring, persistency and manpower effectiveness.
6. Identify performance gaps and provide actionable insights to business and leadership teams.
7. Develop MIS reports, dashboards and management reviews for regular performance tracking.
8. Conduct trend and variance analysis and highlight areas requiring intervention.

Distribution & Manpower Strategy
9. Identify opportunities to improve branch productivity through activation, hiring and talent mix.
10. Support initiatives related to career progression, employee retention, productivity and sales-force effectiveness.

Strategic Projects & Leadership Reporting
11. Drive cross-functional projects from concept and pilot stages through execution and scale-up.
12. Prepare business cases, process frameworks, SOPs and implementation plans.
13. Track project outcomes and ensure timely closure of agreed actions.




14. Coordinate with multiple stakeholders to resolve execution bottlenecks.
15. Prepare management presentations, executive summaries and leadership reports highlighting business movements, risks, opportunities and recommended actions.

Requirements

1. 58 years of experience in the Life Insurance industry.
2. Minimum 2 years of experience working with a consulting firm.
3. Strong understanding of life insurance distribution, preferably Direct or Face-to-Face channels.
4. Strong analytical, strategic thinking and problem-solving capabilities.
5. Excellent MS Excel and PowerPoint skills.
6. Exposure to dashboards and Power BI will be an added advantage.
7. Ability to convert complex data into meaningful business insights and actionable recommendations.
8. Strong stakeholder management and communication skills.
9. Experience working with senior leadership as well as field and business teams.
10. High ownership with the ability to independently drive projects from strategy through execution.

What Is in It for You?

- Opportunity to drive strategy for a large-scale Face-to-Face distribution channel.
- Work closely with senior leadership and business stakeholders.
- Exposure to business planning, performance analytics and strategic projects.
- Prospect to influence channel growth, productivity and sales-force effectiveness.
- Drive high-impact initiatives from planning to execution.

Understanding the F2F Channel

The Face-to-Face (F2F) channel is a direct sales distribution model managed through company-employed sales teams. These teams acquire, service and retain customers through in-person interactions.

The channel typically includes Advisors, Sales Managers,



Regional Managers and National Leadership, with a focus on:

- Direct customer acquisition
- Lead generation and field sales
- Servicing existing policyholders
- Cross-selling and upselling insurance products
- Persistency and relationship management

Key Deliverables / KPIs

- Channel business growth and productivity improvement
- Activation and manpower productivity
- Strategic initiative execution and closure
- Quality and timeliness of management MIS

Reach Us

If you think this role aligns with your career aspirations, kindly write to [email protected] along with your updated CV for a confidential discussion about the role.

Disclaimer

Crescendo Global specializes in Senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging and memorable job search and leadership hiring experience. Crescendo Global does not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status or disability status.

Note

We receive a high volume of applications, and while we carefully review each profile, we may not be able to respond to every applicant. If you do not hear from us within one week, please consider your application unsuccessful for this position.

Scammers can misuse Crescendo Globals name for fake job offers. We never ask for money, purchases or system upgrades. Verify all opportunities at www.crescendo-global.com and report fraud immediately. Stay alert!

Profile Keywords

Crescendo Global, Strategy Lead Jobs, Business Strategy Jobs, Life Insurance Jobs, F2F Channel Strategy, Face-to-Face Sales, Direct Sales Channel, Insurance Distribution, Channel Growth, Business Performance Analytics, Sales Productivity, WRP, Activation, Persistency, Manpower Planning, Workforce Productivity, Distribution Strategy, Strategic Project Management, MIS Reporting, Management Dashboards, Power BI, Advanced Excel, PowerPoint, Consulting Experience, Stakeholder Management, Sales Force Effectiveness.

📌 Strategy Lead F Channel5-8 years- Mumbai
🏢 Crescendo Global Leadership Hiring India
📍 Mumbai