Deputy Chief Manager- Planning

Role Purpose

Drive strategic planning, business insights, and performance tracking to support leadership decision-making. The role focuses on translating business goals into actionable plans, tracking execution, and enabling data-driven strategy across distribution and operations.

Key Responsibilities

1. Business Planning & Budgeting

• Support annual operating plan (AOP) and long-range planning (LRP) exercises
• Collaborate with sales, product, and finance teams to build business plans (premium, cost, productivity)
• Develop bottom-up and top-down forecasts across channels (agency, banca, digital)
• Track variance vs plan and identify corrective actions

2. Strategy Development

• Support formulation of business strategy aligned to company growth objectives
• Conduct market sizing, competitor benchmarking, and opportunity analysis
• Build strategic initiatives across customer lifecycle (acquisition, retention, productivity)
• Assist leadership in evaluating new business opportunities / partnerships

3. Performance Management & Governance

• Design and manage business dashboards for leadership (sales, persistency, productivity, cost ratios)
• Track key KPIs and provide actionable insights to leadership and business heads
• Drive monthly/quarterly business reviews with structured insights and recommendations
• Identify early warning signals and highlight risks

4. Data Analytics & Insights

• Perform deep-dive analysis on sales performance, channel efficiency, and customer behavior
• Translate data into clear business narratives for leadership communication
• Identify drivers of growth and leakages (conversion, attrition, productivity gaps)
• Work with data teams to improve reporting automation and accuracy

5. Cross-functional Coordination

• Partner with Finance, HR, Distribution, and Operations teams to drive strategic initiatives
• Track key transformation projects and ensure alignment with business goals
• Facilitate execution of strategic programs through structured governance frameworks

6. Leadership & Executive Communication

• Prepare CEO/leadership presentations, board decks, and strategic updates
• Communicate complex insights in a simple, structured, and impactful manner
• Support leadership decision-making through scenario analysis and business cases

Key Deliverables

• Annual Operating Plan (AOP) and periodic forecasts
• Monthly performance dashboards and business review decks
• Strategic initiative trackers and impact assessment
• Deep-dive analysis on key business problems