Performance & Incentive Enablement, Consultant

Position Objective:

Support the Performance & Incentive Enablement function for Partnership Distribution by delivering timely performance reporting, business insights, incentive management, and sales analytics. Responsible for monitoring distribution performance, supporting incentive program design and execution, managing incentive trips and recognition events, ensuring incentive governance and accuracy, and providing actionable recommendations to drive sales productivity, profitability and achievement of business targets.

Roles and Responsibilities:

Performance Management for Banca F2F and Credit Life Business

• Develop, maintain and enhance regular performance dashboards, scorecards and management reports to monitor Partnership Distribution sales performance, productivity, profitability, persistency and other key business metrics.
• Analyze sales trends, channel performance and productivity indicators to identify opportunities and risks and provide actionable recommendations to management.
• Support annual target-setting, business planning and forecasting exercises by providing performance analysis, historical trend reviews and business insights.
• Prepare and present monthly, quarterly and ad-hoc performance reports for management meetings, business reviews and strategic discussions.
• Ensure data accuracy, consistency and integrity across all performance reporting and business monitoring activities.

Incentive Execution, Management and Governance

• Support the design, implementation and administration of incentive schemes, sales contests, recognition programs, incentive trips and engagement initiatives to drive Partnership Distribution business performance.
• Conduct incentive modelling, financial impact assessments and cost-benefit analyses to evaluate program effectiveness and support business case preparation and approvals.
• Manage end-to-end execution of incentive programs, including qualification tracking, incentive calculations, payout validation and governance controls to ensure accuracy and compliance.
• Plan, coordinate and execute incentive trips, conventions, recognition events and sales engagement activities, including logistics, vendor management, communications and budget monitoring.
• Monitor campaign and participant performance, providing regular updates and recommendations to optimize business outcomes, engagement levels and budget utilization.
• Collaborate with internal stakeholders, bank partners and external vendors to ensure seamless delivery of incentive initiatives and a positive participant experience.
• Prepare post-implementation reviews (PIR) and performance analyses for incentive programs, campaigns and events, incorporating key learnings and recommendations for continuous improvement.

Budget / Expense Management and Process Improvement

• Perform business performance analysis and provide data-driven insights to support strategic decision-making, business growth initiatives and distribution performance improvement.
• Collaborate with business stakeholders to Identify and implement opportunities for reporting automation, process optimization and operational efficiency improvements across Performance Management & Incentives activities.
• Monitor and analyse departmental expenses, incentive budgets and campaign/event-related costs against approved allocations, providing recommendations to optimize spending and ensure effective cost management.

Stakeholder Management

• Partner with Distribution, Finance, Operations, Product, Technology and Analytics teams to ensure alignment of business objectives, reporting requirements and incentive implementation.
• Support engagement with external business partners where required to address performance tracking, campaign measurement and incentive-related matters.
• Communicate performance insights and incentive outcomes clearly to stakeholders, enabling informed business decisions and effective execution of strategic initiatives.

Minimum Job Requirements:

• Education – bachelor's degree in business administration, Finance, Economics, Statistics, Mathematics, Actuarial Science, Data Analytics or related disciplines. Non-degree holders with relevant working experience will also be considered.
• Experience – Minimum 2–5 years of relevant experience in performance management, business analytics, sales reporting, incentive management, financial analysis or distribution management.
• Certifications/licenses – Not Required
• Skills

1) Good analytical and problem-solving skills.

2) Advanced proficiency in Microsoft Excel and PowerPoint.

3) Ability to work independently and manage multiple priorities under tight timelines.

4) Team player with good interpersonal skills and able to communicate effectively with people at all levels.

5) Knowledge of Power BI, SQL, Tableau or other analytics tools is an added advantage.