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
Job Description
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 skillsWealth Management, HNI, Affluent
Skills Required
- 8+ years experience in relevant roles
- Experience in Wealth Management, HNI, or Affluent segments
- Distribution channel management (agency, alliances, bancassurance, partners)
- Training and development liaison experience, including designing seller training modules
- Product innovation and digital project management (partnering with product and underwriting)
- Operational excellence and process improvement experience, including bottleneck resolution
- Knowledge of IRDAI regulations and experience working with Legal & Compliance
- Data management and dashboarding for KPI analysis and management reporting
- Stakeholder management, governance, and calendar/engagement rhythm implementation
- Ability to work from Gurgaon, Haryana, India (on-site presence)
What We Do
Weekday is an AI-powered recruitment platform that helps startups hire top-tier engineering and product talent. By leveraging a massive database of white-collar professionals and advanced outreach tools, the company streamlines the hiring process through automated sourcing, AI-driven resume screening, and white-glove contingency services. Their mission is to modernize recruitment by enabling companies to discover and engage passive candidates efficiently, ensuring high-quality hires for critical roles.
