Board and Shareholder Management
- Preparing periodic performance updates to board and shareholders on quarterly financials, forecasts, budget and future focus areas
- Storyboarding/defining performance narrative that CEO should present
- Conduct required data analysis and seek updates/details from business and functional leaders
- Support information dissemination between internal organization and Board
- Support leadership in strategy sessions with board/shareholders including agenda & business calendar planning and preparation of prioritized discussion documents
Drive Strategic Planning Process
- Support CEO in defining short/medium/long term strategy
- Prepare forward-looking business guidance including assessment of market trends and competition
- Build point of view on Axis Max Life's aspirations and levers of growth
- Drive business planning process and oversee planning calendar
- Support CEO/CFO in engaging shareholders and Board for business plan approval
- Provide strategic inputs for Annual Report, Investor Presentations, Market Intelligence Reports, etc.
- Monitor KPIs & MOS to measure organizational progress
Manage Business Performance Governance
- Facilitate creation of business dashboards for executive management
- Define/update performance review templates for business functions/channels
- Conduct and share independent critical performance assessments with CEO
Anchor the Market Intelligence Process
- Monitor and analyze market trends, competitor activities, and industry developments
- Track market and competition performance
- Build industry connects and maintain open communication lines
- Conduct analysis to draw insights and share regular updates with senior leadership
- Track macroeconomic trends, regulatory developments, and financial services trends
- Act as the single source of truth for market intelligence
Preferred Candidate Profile
- MBA with 1+ years of experience
- Experience in consulting/corporate strategy/CEO office preferred
- Demonstrated ability to build and maintain stakeholder relationships
- Experience in program/project planning, execution, and evaluation
- Excellent skills in MS Excel and MS PowerPoint
- Life insurance experience is an added advantage but not mandatory
