Executive: Strategy and Customer and Competitor Insights
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)
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Minimum 5 year