Sales Strategy and Performance Manager
Job Purpose
The Sales Strategy and Performance Manager is responsible for driving business performance through strategic analysis, performance management, and data-driven decision-making. The role provides actionable insights on sales, productivity, profitability, customer and channel performance to identify growth opportunities, address performance gaps, and strengthen the overall effectiveness of the Bancassurance business.
The position leads performance planning, forecasting, business analytics, incentive effectiveness, performance dashboards, and management reporting, working closely with all sales channels, Finance, Underwriting, Claims, Operations, and other key stakeholders. The role supports leadership in translating business data into clear strategies and actions to accelerate sustainable growth, optimize sales productivity, improve business outcomes, and achieve Bancassurance targets and strategic objectives.
Job Description
1. Channel Performance Management
- Lead performance monitoring across internal sales channels and external bank partners, branches, products, and sales teams against agreed targets.
- Identify performance gaps, key business drivers, and opportunities for growth.
- Establish and monitor key performance indicators and improvement actions.
2. Business Planning & Forecastin
- Lead sales strategy and performance operations team for the business planning, target setting, and performance forecasting.
- Provide forward-looking insights to support resource allocation, channel expansion, and business decisions.
- Monitor actual performance against plans and recommend corrective actions.
3. Sales & Branch Analytics
- Analyze sales productivity, conversion, premium, policy volume, product mix, and branch performance.
- Identify high-potential and underperforming branches and recommend strategies to improve performance.
- Support sales teams and bank partners with actionable insights to improve productivity and customer penetration.
4. Incentive & Campaign Analysis
- Evaluate the effectiveness of incentive schemes, sales campaigns, and business initiatives.
- Analyze business results against investment and recommend improvements to maximize business impact.
5. Management Reporting & Business Insights
- Lead to generate accurate and timely sales dashboards and management reporting.
- Translate business data into clear insights, recommendations, and action plans for management.
- Provide regular performance reviews and highlight key risks, opportunities, and required actions.
6. Strategic & Cross-Functional Support
- Partner with sales channels leadership and key functions to support channel strategy and business growth.
- Provide data-driven analysis for new products, bank partnerships, branch expansion, and other strategic initiatives.
- Drive continuous improvement in performance measurement, reporting, and data utilization.
Job Requirements
- Any Bachelor’s degree or Economics, Statistics, Business, Finance, or related fields are preferred.
- 5 years and above of relevant experience in Insurance, Banking, Sales Performance, Business Analytics, or Financial Services.
- Strong understanding of Bancassurance and bank distribution channels.
- Strong analytical, business planning, forecasting, and problem-solving skills.
- Advanced Excel and preferably Power BI / Business Intelligence skills.
- Strong stakeholder management and communication skills.
Job Details
Manager to Senior Manager
