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Tied - Sales Support - AVP - L6 - Mumbai (Intellion Square - HO)

Kotak Life Insurance · KLI - Mumbai - Intellion Square - HO, Mumbai, Maharashtra, India

External listingfull-time15 days ago

About The Role

Job Title : AVP – Sales Planning & Analytics 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: Graduate\MBA preferred (Marketing/Sales, Finance, Operations)

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