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Posted 30 Jul 2026

Lead - Partner Office Strategy

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Team
Financial Services
Posted
30 Jul 2026

About the role

1. Job Purpose The role is responsible for driving strategic initiatives for the Partner Office channel by managing sales KPIs, designing R&R and incentive structures, overseeing MIS, and supporting campaign execution. The incumbent will ensure data-driven decision-making to enhance performance and efficiency within the sales hierarchy. 2. Dimensions Sales KPIs – Performance tracking across key metrics R&R Design – Structuring recognition programs aligned with business objectives Incentives Management – Designing and refining payout structures for the sales team MIS & Data Systems – Daily/weekly reporting on login, issuance, and recruitment metrics Campaign Execution – Supporting GTM strategies and segment-specific business initiatives 3. Job Context & Major Challenges Cross-functional Collaboration: Ensuring alignment with Finance, Sales, and HR for approvals and execution of R&R and incentive plans. Data Accuracy & System Understanding: Managing data integrity across systems for effective sales tracking and decision-making. Field Engagement: Structuring compelling incentive programs and GTM initiatives to drive sales motivation and partner engagement. Query Resolution: Addressing payment and incentive-related concerns efficiently to maintain business continuity. 4. Principal Accountabilities Accountability Key Activities R&R & Incentive Design Develop and implement attractive R&R programs and incentive structures aligned with business goals and finance approvals. Sales KPI Management Monitor and drive key performance indicators for the sales team, ensuring consistent sales progression. MIS & Reporting Track and analyze login, issuance, and recruitment metrics on a daily/weekly basis to provide actionable insights. Campaign Execution Work with business heads to launch and manage GTM strategies and segment-driven initiatives. Payment Query Resolution Address and resolve sales team concerns related to payments and incentives. Data Flow & System Understanding Ensure smooth data management and system efficiency for tracking sales and incentive programs.

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