Canara HSBC Life Insurance | Deputy Manager-Sales Planning
3 days ago
Roles and Responsibilities:
Digital Enablement
Deliver digital project management and automation services encompassing initiation, planning, design and execution, resource management, project estimation & budgeting, monitoring, governance & reporting for Sales.
Develop and maintain a digital roadmap, ensuring alignment with business goals and objectives.
Act as product owner to develop & implement end to end processes and solution which supports sales team drive productivity, empower leaders in sales to take objective actions based on data, input activities and nudges, maximizing throughput from a branch based on branch potential, leads generated, relationship strength etc
Lead change management efforts, including change request requirement, review of BRD, conduct testing, communication plans and stakeholder engagement and monitoring during hyper care to ensure successful automations.
Partner with training team to deliver training programs for Sales employees to improve digital literacy and drive adoption of new digital tools and platforms.
Collaborate with cross-functional teams and vendors to optimize sales processes and ensure alignment with business objectives.
Sales Operation
Create and monitor key metrics w.r.t policy issuance including the PFR management, provide actionable insights for continuous improvement.
Maintain sales dashboards and reports to track key performance indicators and support data-driven decision-making.
Sales hierarchy level interaction to drive business
Principal Accountabilities: Key activities and decision-making areas
Digital Enablement
Develop a deep understanding of needs of sales vertical to enhance the digital experience and sales journey offerings
Collaborate with cross-functional teams to identify key digital initiatives and prioritize technology investments within Sales.
Driving the sales planning process and alignment across cross-functional teams
Work closely with the vendors, IT team and relevant stakeholders on the requirements, development, testing and hypercare
Analyze key success metrics and incorporate sales feedback to optimize solutions to drive adaptability of new digital changes
MIS Management
Support various leadership daily, weekly, fortnightly and monthly reports and dashboards. Proactively work on escalating issues, smoothening of bottlenecks to key stakeholders
Analyze activities, trends and compare the analysis against the service standards and best practices. Share findings and work with cross functional leaders to identify and implement strategies that will address tactical and strategic goals.
Typical Targets and Measures
Technological enablement of Sales Processes suggested and implemented
Facilitate faster closure of PFRs (Sales Ops) to accelerate policy issuance
Meeting the SLAs and report adherence
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gurugram, India Canara HSBC Life Insurance Full timeRoles and Responsibilities:Digital EnablementDeliver digital project management and automation services encompassing initiation, planning, design and execution, resource management, project estimation & budgeting, monitoring, governance & reporting for Sales.Develop and maintain a digital roadmap, ensuring alignment with business goals and objectives.Act as...
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gurugram, India Canara HSBC Life Insurance Full timeRoles and Responsibilities: Digital Enablement Deliver digital project management and automation services encompassing initiation, planning, design and execution, resource management, project estimation & budgeting, monitoring, governance & reporting for Sales. Develop and maintain a digital roadmap, ensuring alignment with business goals and objectives....
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gurugram, India Canara HSBC Life Insurance Full timeBy technical assistance to team and sales in all complex and High Sum Assured proposals, risk identification and extra premium estimation.By doing reinstatement underwriting of Lapsed cases forwarded by policy servicing team.By underwriting and providing assistance in underwriting complex medical cases and HNI (High Net worth Individual cases) cases.By...
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gurugram, India Canara HSBC Life Insurance Full timeWork closely with Product team and develop compelling positioning and messaging to differentiate our products in the market.Develop and implement marketing strategies aligned with the company’s overall business objectives.Manage and optimize web journeys across all digital touchpoints, including website, mobile app, and social media platforms.Conduct...
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gurugram, India Canara HSBC Life Insurance Full timeWork closely with Product team and develop compelling positioning and messaging to differentiate our products in the market. Develop and implement marketing strategies aligned with the company’s overall business objectives. Manage and optimize web journeys across all digital touchpoints, including website, mobile app, and social media platforms. Conduct...
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gurugram, India Canara HSBC Life Insurance Full timeD - Consultant Compliance Qualification :- CA (Chartered Accountant) Experience: - 0 to 1 Years Job Responsibility:- 1. Review of advertisements2. Regulatory Reporting3. Product review4. Analyze and disseminate new regulations/exposure drafts to the respective functions5. Ensure timely implementation of the new regulations6. To do Compliance Risk...
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gurugram, India Canara HSBC Life Insurance Full timeD - Consultant Compliance Qualification :- CA (Chartered Accountant) Experience: - 0 to 1 Years Job Responsibility:- 1. Review of advertisements 2. Regulatory Reporting 3. Product review 4. Analyze and disseminate new regulations/exposure drafts to the respective functions 5. Ensure timely implementation of the new regulations 6. To do Compliance...
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gurugram, India Canara HSBC Life Insurance Full timeBe part of strategic thinking process for organisational growth and assist strategy team in creating the business case/ drive projects. Conduct research in economic, behavioral, technological and industry/competitors’ trends. Analyse, interpret to identify likely impacts on the organisation. Support in taking executive decisions and driving strategic...
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gurugram, India Canara HSBC Life Insurance Full timeBe part of strategic thinking process for organisational growth and assist strategy team in creating the business case/ drive projects.Conduct research in economic, behavioral, technological and industry/competitors’ trends. Analyse, interpret to identify likely impacts on the organisation. Support in taking executive decisions and driving strategic...
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gurugram, India Canara HSBC Life Insurance Full timeKey Result Areas / Activities :Impact on the Business / Function : Underwriting insurance proposals with accuracy and meet the desired productivity levels By underwriting and providing assistance in underwriting complex medical cases and HNI (High Net worth Individual cases) cases. By ensuring quality check on underwriting decisions, documentation and...
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gurugram, India Canara HSBC Life Insurance Full timeKey Result Areas / Activities :Impact on the Business / Function : Underwriting insurance proposals with accuracy and meet the desired productivity levels By underwriting and providing assistance in underwriting complex medical cases and HNI (High Net worth Individual cases) cases. By ensuring quality check on underwriting decisions, documentation and...
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gurugram, India Canara HSBC Life Insurance Full timeKey Result Areas / Activities :Impact on the Business / Function :Underwriting insurance proposals with accuracy and meet the desired productivity levelsBy underwriting and providing assistance in underwriting complex medical cases and HNI (High Net worth Individual cases) cases.By ensuring quality check on underwriting decisions, documentation and system...
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gurugram, India Canara HSBC Life Insurance Full timeThis role will be responsible for working with the engineering team and be hands on handling end-to-end data Lifecyle management. With primary focus on data pipeline creation, scripting to transform, cleanse & process data. Schedule, monitor & deploy the data pipelines. Work on data movement from one system to another involving legacy system & cloud system....
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gurugram, India Canara HSBC Life Insurance Full timeThis role will be responsible for working with the engineering team and be hands on handling end-to-end data Lifecyle management. With primary focus on data pipeline creation, scripting to transform, cleanse & process data. Schedule, monitor & deploy the data pipelines. Work on data movement from one system to another involving legacy system & cloud system....
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Deputy Manager-Sales Planning
5 days ago
Gurugram, India Canara HSBC Life Insurance Full timeRoles and Responsibilities:Digital EnablementDeliver digital project management and automation services encompassing initiation, planning, design and execution, resource management, project estimation & budgeting, monitoring, governance & reporting for Sales.Develop and maintain a digital roadmap, ensuring alignment with business goals and objectives.Act as...
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Deputy Manager-Sales Planning
5 days ago
Gurugram, India Canara HSBC Life Insurance Full timeRoles and Responsibilities: Digital Enablement Deliver digital project management and automation services encompassing initiation, planning, design and execution, resource management, project estimation & budgeting, monitoring, governance & reporting for Sales. Develop and maintain a digital roadmap, ensuring alignment with business goals and objectives....
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Deputy Manager- Underwriting
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Gurugram, India Canara HSBC Life Insurance Full timeBy technical assistance to team and sales in all complex and High Sum Assured proposals, risk identification and extra premium estimation.By doing reinstatement underwriting of Lapsed cases forwarded by policy servicing team.By underwriting and providing assistance in underwriting complex medical cases and HNI (High Net worth Individual cases) cases.By...
