About the role
Key Responsibilities:
1. Strategic Sales Planning
- Support
development of annual sales operating plan (AOP) in alignment with
organizational objectives.
- Drive
channel-wise business planning by deep-diving into productivity metrics,
geographies, and customer segments.
- Evaluate
and support distribution expansion models, white spaces, and opportunity
assessments.
2. Performance & Business Analytics
- Develop
and manage dashboards to track performance across key sales KPIs including
activation, persistency, productivity, and premium achievement.
- Provide
timely business insights to channel heads and sales teams, enabling agile
decision-making.
- Track
and report performance against AOP, highlight gaps, and drive review
governance at zonal and national levels.
3. Channel Strategy & Enablement
- Anchor
initiatives to improve channel effectiveness – including segmentation,
incentive analytics, sales enablers, and digital adoption.
- Support
strategic transformation programs such as new business onboarding
journeys, advisor lifecycle interventions, and CRM-led sales enablement.
4. Sales Governance & Leadership Reviews
- Prepare
business review decks and strategic updates for Distribution Leadership
Team, CEO forum, and governance councils.
- Own
the execution cadence for key projects – tracking milestones, risks, and
field alignment.
5. Cross-functional Collaboration
- Partner
closely with Sales Leadership, Marketing, Products, IT, Training,
Compliance & Legal. to ensure integrated strategy execution.
- Act
as a key liaison between the field and central strategy team – ensuring
alignment, feedback loops, and field adoption of key interventions.
6. Sales Incentives & Recognition Support
- Work
with Rewards and Distribution HR to support incentive analytics, contest
structures, and recognition programs across levels.
- Monitor
effectiveness and ROI of recognition initiatives and refine based on
feedback.
Requirements
Education & Experience:
- Graduate
/ Postgraduate.
- 10–8
years of experience in Sales Strategy, Business Planning, MIS
- Managing
Call Center & Back-end operations with an organization of Repute
- Prior
experience in Life Insurance sales ecosystem preferred
Skills & Competencies:
·Good interpersonal skills
·Understanding of Sales processes and systems
·Problem solving abilities
·Strong analytical skills with proficiency in
MS Excel, PowerPoint, MS Office.
·Project management with multi-stakeholder
alignment
·High agility, ownership, and execution focus