Summary – An exciting opportunity to lead business planning and analytics for renewals, persistency, surrender management, and onboarding controls. Drive strategic decisions using predictive analytics, advanced reporting, and customer insights in one of India’s leading insurance organizations.
Location – Gurgaon
Your Future Employer – A leading life insurance company with a strong presence in the Indian market, offering comprehensive protection and long-term savings solutions through multi-channel distribution. The organization is known for its customer-centric approach, robust digital initiatives, and a legacy of two decades in delivering trusted financial services.
Responsibilities –
- Lead end-to-end business planning for renewals, persistency, surrender management, and onboarding controls.
- Build and maintain advanced dashboards and MIS reports to track key KPIs.
- Perform root-cause analysis of surrenders and design interventions to reduce them.
- Develop predictive models and propensity scoring for customer retention strategies.
- Support digital initiatives like autopay win-back, BOT targeting, and customer segmentation.
Requirements –
- Postgraduate in Statistics, Business Analytics, Actuarial Science, Finance, or equivalent.
- 8–12 years of experience in Analytics, Business Planning, or Performance Management, preferably in Insurance/BFSI.
- Hands-on expertise in BI tools (Power BI, Tableau, Excel, SQL) and statistical modeling.
- Strong understanding of life insurance operations (renewals, persistency, surrender, onboarding).
- Excellent stakeholder management, problem-solving, and communication skills.
What is in it for you –
- Opportunity to drive high-impact analytics and planning in a leading financial services organization.
- Exposure to AI/ML, RPA, and advanced digital solutions.
- Be part of a culture that values inclusivity, innovation, and long-term career growth.
Reach us – If you think this role aligns with your career aspirations, kindly write to us with your updated CV at vandana.hatwal@crescendogroup.in for a confidential discussion.
Disclaimer – Crescendo Global specializes in senior to C-level niche recruitment. We are passionate about empowering job seekers and employers with an engaging and memorable leadership hiring experience. We do not discriminate on the basis of race, religion, color, origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Note – We receive a high volume of applications daily. If you don’t hear from us within a week, please assume your profile has not been shortlisted.
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