AVP - Sales Planning & Analytics

Job description

Hello, Greeting from "Kotak Life Insurance" Job Role - AVP (Sales Planning & Analytics ) Notice Period - Immediate / 1Month Location - Goregaon East Contact Person - Sangita Mandal (8369252270) Interested person can share there resume at "sangita.mandal@kotak.com" Job Overview: • AVP - Sales Planning & Analytics is a senior role that leads entire MIS team for Tied Agency having deep expertise in MIS & Performance Management • Key duties include Sales Planning including Target definition & Rollouts, Cadence & Review with Field team, Delivery of all Channel MIS on day to day / Need basis, Analytics around Target Achievement, Shortfall, Seasonality, Zonal MoM / YoY / QoQ performances, Senior Management Presentations (MFM, SCOM, QFM etc.), Drive Corrective Actions, Channel Communication, Dashboarding for rolled out Contests / Programs / Schemes • Act as a SPOC for all Channel related data requirements coming from Cross Functional teams like Product, Compliance, Audit, Risk, Finance, IT / Tech. etc. • Executive Support to HoA for Calendar Management, Contest / Program Fulfilment and Field Visits - Travel Planning & Logistics Reporting to: • Head of Tied Agency Responsibilities Overview: • Lead the MIS team to build, track, and optimize daily, monthly, and annual sales dashboards • Monitor Tied agency channel performance, productivity metrics, persistency ratios, and business targets vs. actuals • Design strategic sales forecasts, territory mappings, and commission/incentive payout analytics • Present data-driven insights and business reviews to senior management to guide decision-making • Executive Support & Office Management • Prioritize internal and external meetings, stakeholder interactions, and branch visit schedules • Plan, coordinate, and finalize domestic and international travel itineraries, logistics, and accommodations • Act as a core coordination point between the Head of Agency's office and regional/branch sales teams • Manage, mentor, and upskill a team of data analysts and MIS professionals • Automate reporting processes to reduce manual intervention and improve data accuracy • Ensure strict compliance with company data policies and regulatory norms • Team Leadership & Process Improvement Job Skills Required: • Advanced data analytics and MIS reporting skills (Expertise in Excel & SAS) • Strong Presentation Skills (MS Powerpoint, MS Word) • Strong command over KLI & Life Insurance metrics • Excellent executive support management and organizational skills • High on emotional intelligence and stakeholder management. Experience Level: • Overall Exp. range of 8 to 15 years • Min. 7 years of experience in leading a team of Sales Planning, MIS & Performance Management Education: • Atleast Graduate | MBA preferred (Marketing/Sales, Finance, Operations)