Description

Job Purpose:

The role is responsible for generating actionable insights from sales and market data, supporting pipeline management, identifying growth opportunities, and enhancing decision-making through structured reporting and analysis. The position will also support coordination with intermediaries, clients, and internal stakeholders to improve sales effectiveness, client retention, and operational efficiency.

Key responsibilities:

• Conduct market research and competitive analysis to identify emerging opportunities, market trends, and areas for business growth.
• Analyse industry data, intermediary performance, client segments, and sales trends to support opportunity prioritization and strategic decision-making.
• Develop and maintain dashboards, reports, and analytics on revenue performance, sales pipeline status, intermediary productivity, and business development activities.
• Monitor sales pipeline performance, conversion rates, and business development OKRs to support forecasting, planning, and performance improvement.
• Generate market intelligence and analytical insights to inform product positioning, distribution strategy, and business acquisition initiatives.
• Provide data-driven insights to support prospect targeting, sales conversion, and client retention strategies.
• Prepare periodic business development performance reports and analytics to support management decision making.
• Support the planning and coordination of market engagements with clients, brokers, Financial Advisors (FAs), and Independent Financial Advisors (IFAs).
• Support reporting and administrative processes related to intermediary management and business acquisition activities.
• Coordinate with internal teams including Operations and IT to facilitate timely resolution of operational or system-related issues impacting business development activities.
• Maintain accurate records, data repositories, and reporting systems related to business development performance.
• Identify opportunities to improve business development processes, reporting tools, and performance tracking mechanisms to enhance operational efficiency.

Knowledge, experience and qualifications required

Knowledge, experience and qualifications required:

• Bachelor's degree in Business, Economics, Statistics, Data Analytics, Finance, or a related field.
• 2-4 years' experience in a similar position.
• Certification in Data Analytics, Business Intelligence, or related analytical disciplines.
• Experience in insurance, financial services, or sales-driven environments is an added
  
  advantage.
• Experience with data visualization tools (e.g., Power BI, Tableau or similar).
• Strong reporting and data management skills.
• Knowledge of CRM systems and sales performance tracking tools is an added advantage.