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Sr Manager - Business Planning

8.00 to 10.00 Years   Mumbai City   10 Apr, 2025
HFDC Life Insurance Company Limited
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 10 - 14 Lakh/Yr
IndustryInsurance
Functional AreaSales Support / MIS
EmploymentTypeFull-time

Job Description

    Key Responsibilities:1. Sales Data Management:o Maintain and update daily, weekly, and monthly sales reports for theBancassurance channel.o Collect, validate, and organize sales data from HDFC Bank branches, ensuringaccuracy and completeness.2. Reporting and Analysis:o Prepare regular and ad-hoc reports on sales performance, KPIs, and businessperformance for management review.o Analyze sales trends, conversion rates, and other performance metrics to identifyareas for improvement.o Provide detailed reports to sales leadership for decision-making and strategyformulation.3. MIS Support for Sales Teams:o Generate performance dashboards and MIS reports for sales teams, highlightingkey metrics such as target achievement, growth, and performance gaps.o Provide timely data insights to support the sales teams goals and targets.4. Performance Tracking:o Monitor and track performance against targets for all regions and sales teamswithin the Bancassurance channel.o Provide analysis on key sales behaviors and suggest areas of improvement.o Assist in sales forecasting and ensuring that sales targets are aligned with businessobjectives.5. Process Improvement:o Work with the central teams to implement and streamline sales processes,focusing on improving efficiency in reporting, sales tracking, and performancemanagement.o Identify opportunities for automation and data simplification to reduce reportingtime and increase accuracy.6. Collaboration with Cross-functional Teams:o Collaborate with regional sales teams, product teams, and other departments togather insights and integrate sales data into business operations.o Coordinate with HDFC Bank relationship managers (RMs) and other salesstakeholders to ensure data integrity and consistency.7. Compliance and Accuracy:o Ensure all data and reports are compliant with regulatory and internal reportingstandards.o Maintain a high level of data accuracy and integrity to support decision-makingand strategic planning.8. Support in Sales Training and Incentives:o Assist in tracking performance-based incentives and bonuses for theBancassurance channel, ensuring alignment with achieved targets.o Support in training initiatives by providing data-driven insights on salesperformance.

Keyskills :
mis reportingmisbusiness analysis

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