Role & responsibilities

1. Business & Channel Strategy

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

2. Performance & Productivity Analytics

- Track key business metrics including WRP, productivity, activation, hiring, persistency and manpower effectiveness.
- Identify performance gaps and prepare actionable insights for Business and Leadership teams.
- Develop MIS, dashboards and management reviews for regular performance tracking.
- Conduct trend and variance analysis and highlight key areas requiring intervention.

3. Distribution & Manpower Strategy

- Identify opportunities to improve branch productivity through activation, hiring and talent mix.
- Support initiatives around career progression, retention, productivity and sales-force effectiveness.

4. Strategic Projects

- Drive cross-functional projects from concept pilot execution scale-up.
- Prepare business cases, process frameworks, SOPs and implementation plans.
- Track project outcomes and ensure timely closure of agreed actions.




- Work with multiple stakeholders to remove execution bottlenecks.

5. Leadership Reporting

- Prepare concise management / leadership presentations and executive summaries.
- Highlight key business movements, risks, opportunities and recommended actions.
- Support senior leadership reviews with data-backed insights and decision support.

Key Deliverables / KPIs

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

Preferred candidate profile

- 5-8 years of experience, in Life Insurance of which 2 years should have been with a Consulting firm
- Strong understanding of Life Insurance distribution, preferably Direct / Face-to-Face channels.
- Solid analytical and problem-solving capability.
- Excellent Excel and PowerPoint skills; exposure to dashboards / Power BI will be an advantage.
- Ability to convert data into business insights and actionable recommendations.
- Strong stakeholder-management and communication skills.
- Comfortable working with senior leadership as well as field/business teams.
- High ownership with the ability to independently drive projects from strategy to execution.

📌 Strategy Lead (Mumbai)
🏢 TiltedDelta
📍 Mumbai