Product Manager

3 weeks ago

Gurugram, India TargetHR Full time

Responsibilities : - Customer Journey Ownership : Design and optimise end-to-end B2B Customer and broker journeys, document collection, KYC, process updates, e-signatures, contract management, ongoing status notifications, and support.- Journey Mapping & Experience Design : Map customer touch points, reduce friction, and improve clarity, engagement, and customer satisfaction using journey visualisation and segmentation best practices.- Channel Integration Leadership : Build journeys for new partner channels (brokers, lead-generating platforms), ensuring seamless onboarding and a synchronised experience with core journeys.- Process Automation & Communication : Drive automation for onboarding, document handling, notifications, and customer updates using proven SaaS tools and APIs, ensuring transparency and reducing manual- Cross-Functional Collaboration : Work closely with engineering, design, compliance, sales, and customer success to build scalable, compliant, and delightful user experiences.- Continuous Feedback & UX Iteration : Gather insights from customers and brokers, prioritise pain points, and launch iterative improvements for higher adoption, retention, and NPS.- Regulatory & Audit Trail Oversight : Ensure B2B customer flows meet compliance, audit, and reporting standards for insurance and lending where applicable.Requirements : - B2B Product Management : 4+ years in B2B fintech, lending, or Insuretech platforms; direct experience in onboarding, process automation, and customer/broker journey design.- Customer Experience Focus : Demonstrated ability to map and improve multi-step B2B onboarding and lifecycle journeys; experience with high-volume document handling, e-signature integration, CRM, and customer update automation.- Channel Partner/Broker Onboarding : Experience optimising journeys for brokers, channel partners, or lead-gen platforms.- SaaS/Workflow Tools : Hands-on use of workflow automation tools, APIs, and SaaS platforms for onboarding, KYC, document handling, and contract management.- Regulatory Awareness : Familiarity with insurance, KYC/AML/compliance frameworks; ability to work within regulatory boundaries and ensure audit trail.- Customer Communication : Excellent written and verbal skills; capable of distilling technical processes for diverse audiences and driving user-centric improvements.- Preferred (Not Required) : Financial underwriting experience is a plus, but not essential.Preferences : Strong candidates from B2B Fintech Lending product backgrounds are encouraged. (ref:hirist.tech)

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