About the role
Job Description
APosition Overview
Position Title
Assistant Manager / Manager – Agency Strategy
Department
Agency Sales
Level/ Band
301 / 401
Role Summary
The role is responsible for Supporting the Agency Employee PMS Team and Leadership in driving the business growth, productivity enhancement, strategic planning, business analytics and key transformation initiatives & strategic projects. The role will be responsible for generating business insights, monitoring performance, preparing leadership presentations, and supporting execution of strategic projects across the Agency channel.
BOrganizational Relationships
Reports To
Mr. Arun Sarkar, Associate Vice President – Agency Employee PMS, Agency Distribution Support
Supervises
N.A.
CJob Dimensions
Geographic Area Covered
National
Stakeholders - Internal
Agency Sales, Distribution Strategy, HR, Finance, Operations, Technology, Learning & Development, and Senior Leadership Team.
Stakeholders - External
N.A.
DKey Result Areas
Performance Management System
Support Agency PMS team for preparing the monthly cost budget for the Agency channel
Prepare and publish the daily tracker and employee performance updates
Monitor business performance against plans and identify growth opportunities
Prepare periodic business reviews and performance reports
Track key metrics related to Employee perk and recommend the corrective actions
Business Analytics & MIS
Analyse the Employee productivity, recruitment, activation, and persistency trends
Develop and maintain management dashboards and scorecards
Generate actionable insights to support on monthly contest designing activity
Conduct competitor benchmarking and market analysis
Automation
Drive automation of Incentive tracker
Track milestone achievement of employee contribution in term of business and earning
Coordinate with cross-functional stakeholders for project execution
Stakeholder Management
Collaborate with Sales, Operations, Finance, HR, Learning & Development, and Technology teams
Ensure timely delivery of business reports and strategic initiatives
Support communication and implementation of key business programs
ESkills Required
Technical
Strong understanding of Insurance distribution models, business strategy, analytics, project management, Business Planning and performance management frameworks.
Behavioral
Interpersonal Skills
Strong stakeholder management and collaboration skills
Communication & Presentation Skills
Excellent verbal, written, and presentation skills
Creative Thinking Skills
Ability to identify innovative solutions and business opportunities
Supervising / Leadership Skills
Strong team handling and leadership capabilities
Teamwork Skills
Ability to work effectively across cross-functional teams
Influencing Skills
Strong influencing and negotiation abilities
Relationship Building Skills
Ability to build strong internal and external relationships
Decision Making Skills
Strong analytical and decision-making capabilities
FIncumbent Characteristics
Qualification
Graduate / MBA preferred
Skill
Advanced Microsoft Excel, Advanced PowerPoint Presentation, Power BI / Tableau, Data Analysis & Dashboarding, Business Planning & Forecasting
Experience
3–8 years of experience in Life Insurance, Agency Distribution, Sales Strategy, Business Planning, Analytics, or Business Excellence