Sr Manager - Business Planning

Key Responsibilities:

1. Sales Data Management:

• Maintain and update daily, weekly, and monthly sales reports for the Bancassurance channel.
• Collect, validate, and organize sales data from HDFC Bank branches, ensuring accuracy and completeness.

2. Reporting and Analysis:

• Prepare regular and ad-hoc reports on sales performance, KPIs, and business performance for management review.
• Analyze sales trends, conversion rates, and other performance metrics to identify areas for improvement.
• Provide detailed reports to sales leadership for decision-making and strategy formulation.

3. MIS Support for Sales Teams:

• Generate performance dashboards and MIS reports for sales teams, highlighting key metrics such as target achievement, growth, and performance gaps.
• Provide timely data insights to support the sales teams goals and targets.

4. Performance Tracking:

• Monitor and track performance against targets for all regions and sales teams within the Bancassurance channel.
• Provide analysis on key sales behaviors and suggest areas of improvement.
• Assist in sales forecasting and ensuring that sales targets are aligned with business objectives.

5. Process Improvement:

• Work with the central teams to implement and streamline sales processes, focusing on improving efficiency in reporting, sales tracking, and performance management.
• Identify opportunities for automation and data simplification to reduce reporting time and increase accuracy.

6. Collaboration with Cross-functional Teams:

• Collaborate with regional sales teams, product teams, and other departments to gather insights and integrate sales data into business operations.
• Coordinate with HDFC Bank relationship managers (RMs) and other sales stakeholders to ensure data integrity and consistency.

7. Compliance and Accuracy:

• Ensure all data and reports are compliant with regulatory and internal reporting standards.
• Maintain a high level of data accuracy and integrity to support decision-making and strategic planning.

8. Support in Sales Training and Incentives:

• Assist in tracking performance-based incentives and bonuses for the
• Bancassurance channel, ensuring alignment with achieved targets.
• Support in training initiatives by providing data-driven insights on sales performance.

Role: Life Insurance - Other

Industry Type: Insurance

Department: BFSI, Investments & Trading

Employment Type: Full Time, Permanent

Role Category: Life Insurance

Education

UG: Any Graduate