Analyze sales trends, productivity gaps, and branch or channel performance to identify key issues and improvement opportunities.
Coordinate regular performance review materials for regional heads, branch teams, and senior management discussions.
2. Data Analytics, Insights & Reporting
Lead the development of advanced analytics models to forecast sales trends, retention performance, and channel productivity.
Manage enterprise-level dashboards and data visualization tools (Power BI, Tableau) to deliver real-time business intelligence.
Ensure data integrity and standardization across internal and bank partner systems.
Supervise regular reporting cycles (daily/weekly/monthly) and contribute to board-level presentations and business reviews.
3. Sales Incentive Design & Governance
Design robust commission, incentive, and rewards frameworks aligned with partner bank goals and internal sales strategy.
Lead simulations, sensitivity analyses, and ROI evaluations of reward structures.
Collaborate with HR, Finance, and Compliance to ensure accurate, transparent, and auditable incentive calculations and disbursements.
Drive automation and process improvement in incentive workflows and validations.
4. Stakeholder Management & Cross-functional Collaboration
Act as the key liaison between Sales, Finance, Technology, Compliance, and Product teams for all performance-related initiatives.
Partner with bank distribution leaders to align sales goals, training needs, and field performance insights.
Lead continuous improvement initiatives based on feedback, market shifts, and business priorities.
5. Execution Discipline & Capability Support
Support the implementation of performance management routines, including branch reviews, action tracking, and follow-up monitoring.
Assist in preparing sales communication materials, guidance notes, and training support materials for field teams.
Promote a data-driven working culture by supporting consistent reporting standards and clear performance visibility.
Who are we looking for?
Bachelor’s degree in business, Finance, Data Science, or a related field; MBA or relevant master's degree is preferred.
Minimum 5 years of experience in sales performance, analytics, or strategic planning, preferably in the insurance or banking sector.
Deep understanding of bancassurance distribution models, life insurance products, and financial compliance frameworks.
Proven experience working across cross-functional projects and performance transformation initiatives.
Advanced proficiency in Power BI, SQL, Excel, and data analytics tools. Knowledge of Python or R for statistical modeling is a plus.
Experience in CRM, incentive automation systems, and bancassurance partner platforms (e.g., Salesforce, TCS BaNCS, etc.).
Strong business acumen to convert data into strategic decisions
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.
