Role Overview:
- Proven experience in making strategy for cross-functional projects and further executing them by engaging with respective teams and stakeholders.
- Drive adoption of Retirement products across channels through training, enablement, and performance tracking.
- Analyze business performance, identify gaps, and recommend interventions to improve penetration and productivity across channels.
- Build strong relationship with cross functional teams and influence them to launch impactful initiatives.
- Lead key projects and pilots to test innovative ideas and business models.
- Perform data analysis and develop insightful dashboards to support tracking and process improvement initiatives.
- Continuously enhance processes with a focus on quality, customer experience, and distribution effectiveness.
- Prepare strategic documents for Channel Head discussions and Management Business Reviews.
Measure of Success:
- Growth in Retirement Business volumes and penetration across channels.
- Timely and successful execution of strategic initiatives and pilots.
- Quality and impact of insights, analysis, and recommendations provided to leadership.
- Accurate and timely preparation of decks channel head discussions and Management Business review.
Key Skills:
- Strong structured-thinking analytical mindset with expertise in performance tracking and data interpretation.
- Excellent stakeholder management and communication skills.
- Proficiency in project management and cross-functional collaboration.
- Strong presentation and communication skills.
Key Tools and Platform Knowledge:
- Microsoft Excel (Advanced) - For data analysis, modeling and performance tracking.
- Power BI / Tableau - for creating dashboards and visualizing business performance.
- Microsoft PowerPoint - for preparing impactful presentations for leadership and stakeholders.
- Microsoft Word - for documentation, business cases and reports.
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