Executive - Business Planning

Date: May 28, 2025

Location: Gurugram, HR, IN

Company: maxlifeins

Career Opportunities

Job Code: Executive-MIS

Position

Executive Business Planning – DSF

No. of Positions

1

Department

DSF

Function

DSF - Business Planning

 

Reporting to

Manager Business Planning

Band

5

Location

 

90 C Gurgaon

Last date of submission

 

JOB SUMMARY:

  • Responsible My Agent application related activities (New Business code creation, Supervisor mapping change,  Designation update request in Distribution patch of DSF.
KEY RESPONSIBILITIES:
  • Publish MIS for monitoring performance
    • Assign AML/ULIP Test to New joinee FLS & Creation of business code
    • Publish accurate and timely MIS for channels / key relationships & other Functions.
    • Gather, Analyze, and compile data needed to identify trends and patterns, then make recommendations for business actions.
    • Quality Assurance & Compliance of MIS reporting system and collation of data inputs
    • Conceptualize and Design Templates for New dashboard/ reports along with customer under the Performance Management framework
    • Adhering to agreed TAT and accuracy of the data request
    • To consistently & accurately populate various dashboards as per plan & fulfill adhoc requirement
  • Data Analysis
    • Data analytics for Management support and decision making
    • Provide quality trend analysis for management decision-making
    • Suggest corrective measures/new means to manage outages
    • Handle Ad-hoc analysis requirements for the senior management team. 
  • Automation
    • Optimize current bandwidth & increase efficiency
    • Adopt New tool / technologies

MEASURES OF SUCCESS:

  • Consistency & Timeliness as per plan for Dashboard publishing
  • Quality of Dashboards / reports conceptualized under Performance framework
  • Work as per defined timelines
  • Customer Engagement and Feedback
  • Coordination and Relationship within and outside the function
  • Supervisor Feedback.

 

DESIRED QUALIFICATIONS AND EXPERIENCE:

  • 0 - 2 years of relevant experience
  • Graduate/PG
  • Good Communication skills
  • Good analytical skills with ability to Collate and Analyze Large Amount of Data
  • Learning Agility
  • Understanding of MS-Access / Advance Excel

Career Opportunities

Job Code: Executive-MIS

Position

Executive Business Planning – DSF

No. of Positions

1

Department

DSF

Function

DSF - Business Planning

 

Reporting to

Manager Business Planning

Band

5

Location

 

90 C Gurgaon

Last date of submission

 

JOB SUMMARY:

  • Responsible My Agent application related activities (New Business code creation, Supervisor mapping change,  Designation update request in Distribution patch of DSF.
KEY RESPONSIBILITIES:
  • Publish MIS for monitoring performance
    • Assign AML/ULIP Test to New joinee FLS & Creation of business code
    • Publish accurate and timely MIS for channels / key relationships & other Functions.
    • Gather, Analyze, and compile data needed to identify trends and patterns, then make recommendations for business actions.
    • Quality Assurance & Compliance of MIS reporting system and collation of data inputs
    • Conceptualize and Design Templates for New dashboard/ reports along with customer under the Performance Management framework
    • Adhering to agreed TAT and accuracy of the data request
    • To consistently & accurately populate various dashboards as per plan & fulfill adhoc requirement
  • Data Analysis
    • Data analytics for Management support and decision making
    • Provide quality trend analysis for management decision-making
    • Suggest corrective measures/new means to manage outages
    • Handle Ad-hoc analysis requirements for the senior management team. 
  • Automation
    • Optimize current bandwidth & increase efficiency
    • Adopt New tool / technologies

MEASURES OF SUCCESS:

  • Consistency & Timeliness as per plan for Dashboard publishing
  • Quality of Dashboards / reports conceptualized under Performance framework
  • Work as per defined timelines
  • Customer Engagement and Feedback
  • Coordination and Relationship within and outside the function
  • Supervisor Feedback.

 

DESIRED QUALIFICATIONS AND EXPERIENCE:

  • 0 - 2 years of relevant experience
  • Graduate/PG
  • Good Communication skills
  • Good analytical skills with ability to Collate and Analyze Large Amount of Data
  • Learning Agility
  • Understanding of MS-Access / Advance Excel