Chief Manager - Retirement Strategy & Distribution

Role Overview:

• Proven experience in making strategy for cross-functional projects and further executing them by engaging with respective teams and stakeholders.
• Drive adoption of Retirement products across channels through training, enablement, and performance tracking.
• Analyze business performance, identify gaps, and recommend interventions to improve penetration and productivity across channels.
• Build strong relationship with cross functional teams and influence them to launch impactful initiatives.
• Lead key projects and pilots to test innovative ideas and business models.
• Perform data analysis and develop insightful dashboards to support tracking and process improvement initiatives.
• Continuously enhance processes with a focus on quality, customer experience, and distribution effectiveness.
• Prepare strategic documents for Channel Head discussions and Management Business Reviews.

Measure of Success:

• Growth in Retirement Business volumes and penetration across channels.
• Timely and successful execution of strategic initiatives and pilots.
• Quality and impact of insights, analysis, and recommendations provided to leadership.
• Accurate & timely preparation of decks channel head discussions & Management Business review.

Key Skills:

• Strong structured-thinking analytical mindset with expertise in performance tracking and data interpretation.
• Excellent stakeholder management and communication skills.
• Proficiency in project management and cross-functional collaboration.
• Strong presentation & communication skills.

Key Tools & Platform Knowledge:

• Microsoft Excel (Advanced) - For data analysis, modeling & performance tracking.
• Power BI / Tableau - for creating dashboards and visualizing business performance.
• Microsoft PowerPoint - for preparing impactful presentations for leadership and stakeholders.
• Microsoft Word - for documentation, business cases and reports.