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Job Description

AB Sun Life Insurance Co Ltd

Trainee

Location: G-Corp Tech Park, Thane, Maharashtra

Job Description

Job Purpose

Role Overview

We are looking for a Planning & Strategy professional to support business growth through strategic planning, market analysis, performance tracking, and cross-functional coordination. The role involves identifying business opportunities, improving operational efficiency, and driving data-backed decision-making.

Key Responsibilities

  • Develop short-term and long-term business strategies aligned with company goals
  • Conduct market research, competitor benchmarking, and industry analysis
  • Support annual operating plans, budgeting, and forecasting processes
  • Track key business KPIs and prepare management dashboards/reports
  • Identify growth opportunities, cost optimization areas, and process improvements
  • Collaborate with departments such as Sales, Finance, Operations, and Product teams
  • Prepare presentations and strategic recommendations for leadership reviews
  • Monitor execution of strategic initiatives and ensure timely delivery
  • Analyze business performance and provide actionable insights

Required Skills & Qualifications

  • Bachelor’s degree in Business Administration, Management, Economics, Finance, or related field
  • MBA preferred for mid/senior roles
  • Strong analytical and problem-solving skills
  • Excellent knowledge of Excel, PowerPoint, and data analysis tools
  • Experience with business planning, MIS reporting, and strategy frameworks
  • Strong communication and stakeholder management abilities
  • Ability to work in a fast-paced, cross-functional environment

Preferred Experience

  • 2–8 years of experience in Strategy, Business Planning, Consulting, FP&A, or Corporate Planning
  • Experience in sectors such as FMCG, Retail, Manufacturing, Technology, or Startups is a plus

Key Competencies

  • Strategic thinking
  • Business acumen
  • Data-driven decision making
  • Project management
  • Financial analysis
  • Presentation & storytelling skills

KPIs / Success Metrics

  • Achievement of strategic business targets
  • Forecast accuracy
  • Process efficiency improvements
  • Revenue growth initiatives
  • Timely execution of strategic projects

If you want, I can also help with:

  • A shorter startup-style JD
  • A senior leadership Strategy Head JD
  • A Planning & Strategy Analyst JD
  • An ATS-friendly version
  • A LinkedIn job post format
  • An industry-specific JD (FMCG, retail, pharma, tech, manufacturing, etc.)

Minimum Experience Level

0 - 1 years

Job Qualifications

MBA Operations

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