Designation
Location: India Maharashtra G\-Corp Tech Park, Thane
Organization: Financial Services
- *Job Description:**
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- *Role Purpose**
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Drive strategic planning, business insights, and performance tracking to support leadership decision\-making. The role focuses on translating business goals into actionable plans, tracking execution, and enabling data\-driven strategy across distribution and operations.
- *Key Responsibilities**
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### **1\. Business Planning \& Budgeting**
- Support annual operating plan (AOP) and long\-range planning (LRP) exercises
- Collaborate with sales, product, and finance teams to build business plans (premium, cost, productivity)
- Develop bottom\-up and top\-down forecasts across channels (agency, banca, digital)
- Track variance vs plan and identify corrective actions
### **2\. Strategy Development**
- Support formulation of business strategy aligned to company growth objectives
- Conduct market sizing, competitor benchmarking, and opportunity analysis
- Build strategic initiatives across customer lifecycle (acquisition, retention, productivity)
- Assist leadership in evaluating new business opportunities / partnerships
### **3\. Performance Management \& Governance**
- Design and manage business dashboards for leadership (sales, persistency, productivity, cost ratios)
- Track key KPIs and provide actionable insights to leadership and business heads
- Drive monthly/quarterly business reviews with structured insights and recommendations
- Identify early warning signals and highlight risks
### **4\. Data Analytics \& Insights**
- Perform deep\-dive analysis on sales performance, channel efficiency, and customer behavior
- Translate data into clear business narratives for leadership communication
- Identify drivers of growth and leakages (conversion, attrition, productivity gaps)
- Work with data teams to improve reporting automation and accuracy
### **5\. Cross\-functional Coordination**
- Partner with Finance, HR, Distribution, and Operations teams to drive strategic initiatives
- Track key transformation projects and ensure alignment with business goals
- Facilitate execution of strategic programs through structured governance frameworks
### **6\. Leadership \& Executive Communication**
- Prepare CEO/leadership presentations, board decks, and strategic updates
- Communicate complex insights in a simple, structured, and impactful manner
- Support leadership decision\-making through scenario analysis and business cases
- *Key Deliverables**
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- Annual Operating Plan (AOP) and periodic forecasts
- Monthly performance dashboards and business review decks
- Strategic initiative trackers and impact assessment
- Deep\-dive analysis on key business problems