Senior Manager - Strategic Planning & Corporate Finance

Company Description : Bharti AXA Life Insurance is a leading life insurance provider in India, offering value-for-money life insurance and savings solutions. Established in 2006, we are a wholly owned subsidiary of Bharti Life Ventures Private Limited, a prominent business group in India. With over 200 branches across India, we ensure accessibility and convenience for our customers. Recognized as a Great Place to Work for four consecutive years, we foster a positive work environment.

Job Description :

This role is all about

facilitating channel growth

leveraging

analytics and strategy

to drive performance and strengthen key business indicators. With a focus on

data-driven insights

we aim to empower decision-making and optimize success in a competitive landscape.

Location- Mumbai- Malad, HO Designation- Senior Manager - Strategic Planning & Corporate Finance

Key Responsibilities :

Strategic business planning and profitable growth Anchoring Channel strategy planning to set the vision along with leadership team. Enabling distribution strategy alignment and profitable growth. Sound understanding of expense drivers and driving cost efficiency. Implementation of product strategy across channels. Periodic review of business plan performance and its key elements. Acquiring industry knowledge and benchmarking.

Sales Strategy and planning Cascade and align business plans for the channel and ensure effective implementation of the same. Evaluate PMS & RnR to ensure Sales objectives & channel profitability attributes ar as per plan. Driving organization / channel level projects. To be the key resource for the achievement of business plan by providing superior channel understanding and appropriate support. Contribute to organizational understanding of product and industry dynamics. Partnership with distribution channels for sales strategy finalisation. Monitoring performance for key business parameters and drive efficiency.

Achievement of sales objectives Evaluate opportunities to maximize volume and value growth along with opportunities to save cost for the Channel. Ongoing monitoring and review against channel plan / RnR / PMS and take appropriate course corrections in focus and Key result areas of the Channel. Evaluate opportunity areas within own channel and acquire understanding of benchmark practices and adapt and adopt best practices. Ensure effective control of channel cost, recommend opportunities and highlight deviations.

Relationship management Act as liaison for channel leadership for all their MIS requirements. Understand concerns and queries of Channel leadership team and resolve them at the earliest. Provide strategic inputs to Channel Head on Key initiatives of Channel.

Program Management Driving execution of key projects through PMO approach. Manage the end to end FC & FLS programs. Work closely with other departments in designing the enablers. Handle all Channel queries wrt the enabler.

Shareholder reporting and management Proactive, Agility, accuracy, relationship management.

Performance review and governance Periodic analysis performance of key business metrics. Trend analysis – Highlighting and driving actionable.

Qualifications & Experience :

CA with 7+ yrs years of experience in Life insurance and Channel Strategic planning. Program Management & Decision Making Ability Stakeholder Management Skills Innovation & Analytical thinking Ability Good Know how of systems and MIS Proficient in PowerPoint & Excel along with good presentation skill Good Communication Skills are an essential to liaison with various dept. and our Field Team Interpersonal skills & proficiency in data management Understanding of the digital ecosystems