Deputy Chief Manager - Planning

Role Overview

The Deputy Chief Manager - Planning leads strategic business planning, performance tracking, and insights to aid leadership in decision-making. This role is pivotal in transforming corporate objectives into detailed actionable plans, overseeing execution, and fostering data-driven strategies across various distribution channels and operational areas.

Primary Responsibilities

• Assist in conducting Annual Operating Plan (AOP) and Long-Range Planning (LRP) processes.
• Collaborate closely with teams from sales, product, and finance to develop comprehensive business plans concerning premium targets, costs, and productivity metrics.
• Formulate bottom-up and top-down forecasts across multiple channels including agency, bancassurance, and digital platforms.
• Continuously monitor variances against plans and suggest corrective strategies.
• Contribute to the creation of business strategies aligning with company growth goals by performing market sizing, competitor benchmarking, and opportunity evaluations.
• Develop strategic projects spanning customer lifecycle stages such as acquisition, retention, and productivity enhancement.
• Support leadership in assessing prospective business ventures and partnerships.
• Design and oversee leadership dashboards measuring sales, persistency, productivity, and cost efficiency.
• Track vital KPIs and deliver actionable insights to key stakeholders through periodic reviews.
• Conduct monthly and quarterly business reviews incorporating structured recommendations to management.
• Identify early warnings and highlight potential business risks proactively.
• Perform detailed analytics on sales trends, channel effectiveness, and consumer behavior patterns.
• Translate complex data into clear, strategic narratives fit for leadership communication.
• Detect growth drivers and areas of leakage including conversion issues, attrition, and productivity shortfalls.
• Collaborate with data teams to enhance reporting automation and data accuracy.
• Coordinate cross-functionally with Finance, HR, Distribution, and Operations to advance strategic initiatives and projects.
• Monitor progress of key transformation programs ensuring alignment to business objectives.
• Facilitate program execution via robust governance frameworks.
• Prepare presentations for CEO, leadership, and board meetings encompassing strategic updates and business cases.
• Clearly communicate complex analyses in an accessible and impactful format to aid decisions.

Key Deliverables

• Annual Operating Plan and periodic forecast reports.
• Monthly performance dashboards and business review presentations.
• Trackers for strategic initiatives and assessments of their impact.
• In-depth analyses addressing major business challenges.