AVP - Sales Planning & Analytics

Hello,

Greeting from "Kotak Life Insurance"

Job Role - AVP (Sales Planning & Analytics )

Notice Period - Immediate / 1Month

Location - Goregaon East

Contact Person - Sangita Mandal (8369252270)

Interested person can share there resume at "[email protected]"

Job Overview:

• AVP - Sales Planning & Analytics is a senior role that leads entire MIS team for Tied Agency having deep expertise in MIS & Performance Management
• Key duties include Sales Planning including Target definition & Rollouts, Cadence & Review with Field team, Delivery of all Channel MIS on day to day / Need basis, Analytics around Target Achievement, Shortfall, Seasonality, Zonal MoM / YoY / QoQ performances, Senior Management Presentations (MFM, SCOM, QFM etc.), Drive Corrective Actions, Channel Communication, Dashboarding for rolled out Contests / Programs / Schemes
• Act as a SPOC for all Channel related data requirements coming from Cross Functional teams like Product, Compliance, Audit, Risk, Finance, IT / Tech. etc.
• Executive Support to HoA for Calendar Management, Contest / Program Fulfilment and Field Visits - Travel Planning & Logistics

Reporting to:

• Head of Tied Agency

Responsibilities Overview:

• Lead the MIS team to build, track, and optimize daily, monthly, and annual sales dashboards
• Monitor Tied agency channel performance, productivity metrics, persistency ratios, and business targets vs. actuals
• Design strategic sales forecasts, territory mappings, and commission/incentive payout analytics
• Present data-driven insights and business reviews to senior management to guide decision-making
• Executive Support & Office Management
• Prioritize internal and external meetings, stakeholder interactions, and branch visit schedules
• Plan, coordinate, and finalize domestic and international travel itineraries, logistics, and accommodations
• Act as a core coordination point between the Head of Agency's office and regional/branch sales teams
• Manage, mentor, and upskill a team of data analysts and MIS professionals
• Automate reporting processes to reduce manual intervention and improve data accuracy
• Ensure strict compliance with company data policies and regulatory norms
• Team Leadership & Process Improvement

Job Skills Required:

• Advanced data analytics and MIS reporting skills (Expertise in Excel & SAS)
• Strong Presentation Skills (MS Powerpoint, MS Word)
• Strong command over KLI & Life Insurance metrics
• Excellent executive support management and organizational skills
• High on emotional intelligence and stakeholder management.

Experience Level:

• Overall Exp. range of 8 to 15 years
• Min. 7 years of experience in leading a team of Sales Planning, MIS & Performance Management

Education:

• Atleast Graduate | MBA preferred (Marketing/Sales, Finance, Operations)