Bharti AXA Life - Senior Manager - Strategic Planning & Corporate Finance - CA

Designation: Senior Manager - Strategic Planning & Corporate Finance

Location - Mumbai, Malad, HO

YOE - 7 +Years

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.

Key Responsibilities:

1) 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.

2) 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.

3) 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.

4) 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.

5) 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.

6) Shareholder reporting and management

- Proactive, Agility, accuracy, relationship management.

7) 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