Executive: Strategy and Customer and Competitor Insights
执行人：战略和客户及竞争对手见解 主要责任：1.策略制定与实施 · 与公司的愿景和目标一致的长期业务战略开发和实施。·领导与关键内部利益相关者 （销售，金融，运营，人力资源等）的合作开展年度战略规划。·执行提高特许经营权价值并确保可持续增长和市场领先性的举措。·将新产品提供，伙伴关系和市场扩张集成到战略执行中。·分析市场趋势，竞争定位以及客户见解以信息决策。· 监测和评估战略计划与绩效目标相对的成功。· 与营销和通信团队合作，将活动与业务目标协调一致。· 促进公司实现战略优先事项的跨功能集成。2. 商业绩效监控。· 定义 KPI 和仪表板来跟踪战略，财务和运营绩效。·定期向执行领导报告特许经营价值指标，提供可操作见解。·分析各部门 （销售，市场营销，金融）的数据以优化性能。·确保与集中服务 （例如 CVM,数字）保持一致，追踪关键价值驱动因素。3. 市场研究和分析 · 为支持业务战略提供市场见解。· 对竞争对手和市场趋势进行分析，以推动战略灵活性。· 从见解/数据驱动的产品和服务中确定货币化机会。· 展示研究结果以告知产品和客户策略决策。· 在委员会和知识分享论坛上代表企业。4. 客户优先级和可持续性 · 推动引领性的客户建议和体验的开发。· 利用客户数据来提高营销效率和收入增长。· 与分析团队合作进行预测模型和个性化策略。· 定义客户价值管理 (CVM)框架和管理 CX 倡议。5. 业务管理与治理• 负责管理人员办公室的运营，以确保战略执行。· 在具有高影响力的项目和战略举措中代表办公室。· 为内部和外部治理结构做出行政报告。· 确保遵守治理框架，合规协议和报告标准。6. 管理客户价格。
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Executive: Strategy and Customer and Competitor Insights
Key Accountabilities:
1. Strategy Formulation and Execution
- Develop and implement long-term business strategy aligned with The Companys vision and goals.
- Lead annual strategic planning in collaboration with key internal stakeholders (sales, finance, operations, HR, etc.).
- Execute initiatives to enhance franchise value and ensure sustainable growth and market leadership.
- Integrate new product offerings, partnerships, and market expansion into strategic execution.
- Analyse market trends, competitive positioning, and customer insights to inform decision-making.
- Monitor and evaluate the success of strategic plans against performance targets.
- Collaborate with marketing and communications teams to align campaigns with business goals.
- Foster cross-functional integration across The Company to execute strategic priorities.
2. Business Performance Monitoring
- Define KPIs and dashboards to track strategic, financial, and operational performance.
- Regularly report franchise value indicators to executive leadership, with actionable insights.
- Analyse data across departments (sales, marketing, finance) for performance optimisation.
- Ensure alignment with centralised services (e.g. CVM, Digital) to track key value drivers.
3. Market Research and Analysis
- Lead the delivery of market insights to support business strategy.
- Conduct competitor and market trend analysis to drive strategic agility.
- Identify monetisation opportunities from insights/data-driven products and services.
- Present research findings to inform product and customer strategy decisions.
- Represent the business at committees and knowledge-sharing forums.
4. Customer Primacy and Sustainability
- Drive the development of compelling customer propositions and experiences.
- Leverage customer data to improve marketing effectiveness and revenue growth.
- Collaborate with analytics teams for predictive modelling and personalisation strategies.
- Define the Customer Value Management (CVM) framework and manage CX initiatives.
5. Business Management & Governance
- Lead operations of the Managing Executives office to ensure strategic execution.
- Represent the office in high-impact projects and strategic initiatives.
- Prepare executive reports for internal and external governance structures.
- Ensure adherence to governance frameworks, compliance protocols, and reporting standards.
6. Customer Value Management
- Define and oversee the CVM strategy for the A&I business unit.
- Execute measurement and customer analytics across key segments (RB, EB, CIB).
- Own social media and digital engagement performance within A&I.
- Track churn, engagement, and overall customer lifecycle value.
7. Stakeholder Engagement
- Represent A&I on Group forums (Exco, SECC, Board, regulators, etc.).
- Collaborate with internal stakeholders to align delivery with enterprise-wide strategy.
- Translate strategy into executional requirements with cross-functional teams.
8. People Management
- Build and manage a high-performing team through coaching, development, and talent management.
- Lead succession planning and workforce development aligned with group HR frameworks.
- Foster a high-performance culture through continuous feedback and recognition.
- Act as an escalation point for employee matters within the business unit.
- Address employee survey outcomes and drive positive employee experiences.
Educational Requirements:
- Bachelors Degree in Commerce, Business Management, Finance, or equivalent (required)
- Postgraduate qualification in Commerce, Strategy, Management or Governance (preferred)
- Professional qualifications such as Actuary, CFA, or MBA (advantageous)
Experience Requirements:
- Minimum 10 years of experience in the Financial Services industry (Banking required)
- At least 56 years in the Advice/Insurance domain (preferred)
- Minimum 5 years in senior leadership roles with proven expertise in:
- Strategy formulation and execution
- Customer Value Management
- Market research and competitive analysis
- Data-driven decision-making
- Stakeholder engagement and governance
Originally posted on Himalayas