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.
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Support annual operating plan (AOP) and long-range planning (LRP) exercises
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Collaborate with sales, product, and finance teams to build business plans (premium, cost, productivity)
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Develop bottom-up and top-down forecasts across channels (agency, banca, digital)
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Track variance vs plan and identify corrective actions
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Support formulation of business strategy aligned to company growth objectives
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Conduct market sizing, competitor benchmarking, and opportunity analysis
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Build strategic initiatives across customer lifecycle (acquisition, retention, productivity)
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Assist leadership in evaluating new business opportunities / partnerships
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Design and manage business dashboards for leadership (sales, persistency, productivity, cost ratios)
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Track key KPIs and provide actionable insights to leadership and business heads
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Drive monthly/quarterly business reviews with structured insights and recommendations
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Identify early warning signals and highlight risks
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Perform deep-dive analysis on sales performance, channel efficiency, and customer behavior
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Translate data into clear business narratives for leadership communication
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Identify drivers of growth and leakages (conversion, attrition, productivity gaps)
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Work with data teams to improve reporting automation and accuracy
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Partner with Finance, HR, Distribution, and Operations teams to drive strategic initiatives
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Track key transformation projects and ensure alignment with business goals
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Facilitate execution of strategic programs through structured governance frameworks
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Prepare CEO/leadership presentations, board decks, and strategic updates
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Communicate complex insights in a simple, structured, and impactful manner
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Support leadership decision-making through scenario analysis and business cases
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Annual Operating Plan (AOP) and periodic forecasts
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Monthly performance dashboards and business review decks
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Strategic initiative trackers and impact assessment
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Deep-dive analysis on key business problems
