The Sales Desk business analyst would be data champion. He should be able to develop actionable insights to drive Sales desk team resulting improved top advisor engagement and production. The individual should help in fastening the decision making process and help Sales desk team to meet its business objective and targets.
The analyst must be able to create compelling dashboard and leaderboards, do competitive trend analysis, drive campaigns, collaborate with inter-department SPOCs and help with meaningful and actionable insight.
Key Responsibilities/ Key Deliverables:
Anchor Sales Desk Monthly strategy meet
Drive, launched contests, PMS and R&R for Sales desk team
Lead all MIS and Data related support for Sales desk team
Monitor the efficacy of all X-Sell campaigns launched for agency
Own dashboard for monthly engagement
Monitor performance of key vectors and help in identification of nudges for course correction
Meeting agreed-upon deadlines for routine and ad hoc reports, ensuring that decision-makers have the insights when they need them.
Efficiency improvements in analytics workflows.
Implementation of process improvements, automation, and best practices that enhance the speed and quality of analytics
Innovation in analytics solutions and techniques.
Measures of Success:
Provide quality insight from raw data base
Disciplined and timely preparation of dashboard for reviews
Clear evidence that analytics work leads to better business outcomes, such as increased sales, improved risk assessment, and lower claims costs.
Key Relationships (Internal / External):
HO Coordination
collaborate on customer segmentation, campaign effectiveness, and lead generation based on data insights
