Job Description

This role is for one of the Weekday's clients

Salary range: Rs 1500000 - Rs 3500000 (ie INR 15- 35 LPA)

Min Experience: 8+ years

Location: Gurgaon, Haryana, India
JobType: full-time

Requirements

Execution & Cross-Functional Collaboration, Distribution Channel Management, Training and Development Liaison, Product Innovation & Digital Projects, Operational Excellence & Bottleneck Resolution, Engagement Rhythm, Governance and Calendar Management

Distribution Channel Management

• Build strong relationships with distribution channels (e.g., Agency, Axis, YBL, DSF, Strategic Alliances) to expand program outreach and client acquisition.
• Engage with distribution channel to co-create campaigns across Marketing/Sales impacting sales outcomes.

Training and Development Liaison: Act as the key stakeholder to liaison for training and development initiatives within the Affluent, ensuring that all teams are equipped with the necessary skills and knowledge to excel. Design training modules along with DCC for a distinctive competency building proposition for sellers across Affluent Domestic Indians, Non-Resident Indians and Business Insurance segment.

Product Innovation & Digital Projects

• Partner with Products and Underwriting teams to design customized life insurance solutions, suited for Affluent Indians
• Oversee digital projects, such as funnel management/client servicing portals/portfolio reviews to enhance experience and operational efficiency, for sellers as well as customers.

Performance Management

• Prepare management review reports, analyze program KPIs with respective Channels, and present actionable insights into senior leadership.
• Provide timely analysis and insights to Channels for proactive diagnosis of any issues and timely corrective action.
• Create forums at National platforms to recognize Channels/Sellers

Operational Excellence & Bottleneck Resolution

• Work with Operations to streamline processes like policy issuance and claims, identifying and resolving bottlenecks to ensure seamless service delivery.
• Ensure compliance with IRDAI regulations and internal policies, collaborating with cross-functional teams like Legal & Compliance, to mitigate risks and enhance program efficiency.

Engagement Rhythm, Governance and Calendar Management: Define and implement a channel-specific engagement rhythm calendar to drive key performance indicators at the start of each month. Ensure the execution and continuous monitoring of these plans, providing necessary visibility and updates.

Data management & Data-driven decision-making: Oversee the creation and management of comprehensive dashboards that enable insightful qualitative analysis. Develop work plans, gather and generate relevant data, conduct detailed analysis, and formulate actionable recommendations to drive business outcomes.

Must-have skills

Wealth Management, HNI, Affluent