Product Manager Term Insurance & CRM

As a Product Manager at our company, you will be responsible for owning the Term Insurance funnel from the user landing page to policy issuance. Additionally, you will manage the CRM & sales-assist stack supporting the agent-led and INDX Private Banking motions. Key Responsibilities: - Manage pre- & post-payment term insurance funnel including conversion experiments, A/B tests, issuance TAT, and refunds - Oversee renewal infrastructure with insurer API integrations, mandate setup, and nudge flows - Drive the development of an AI-powered insurance chatbot from NLP design to production - Handle LeadSquared CRM activities such as lead routing, dialer integrations, and agent productivity dashboards - Manage INDX Private Banking lead flows encompassing capture, enrichment, and closure tracking - Ensure regulatory compliance with IRDAI guidelines, PASA whitelisting, and PPHI adherence Qualifications: - 25 years of PM experience at a fintech or insurtech startup - Proven track record of owning conversion funnels end-to-end - Proficiency with CRM tools like LeadSquared, Salesforce, or equivalent - Strong data fluency in SQL, Mixpanel, or similar - Experience with API integrations and technical product specifications - High ownership mindset with a comfort level in ambiguous situations Education: - B.Tech / B.E. from a Tier-1 institute (IITs, NITs, BITS, or equivalent) preferred - MBA from a premier institution (IIMs, ISB, XLRI, or equivalent) is a strong plus Bonus Skills: - Knowledge in Insurance/IRDAI regulations - Experience in AI/LLM product development - Familiarity with payment mandate flows and lifecycle marketing strategies Please note that you will be working on critical aspects of the Term Insurance funnel and CRM system, requiring a blend of technical expertise and strategic thinking to drive successful outcomes. As a Product Manager at our company, you will be responsible for owning the Term Insurance funnel from the user landing page to policy issuance. Additionally, you will manage the CRM & sales-assist stack supporting the agent-led and INDX Private Banking motions. Key Responsibilities: - Manage pre- & post-payment term insurance funnel including conversion experiments, A/B tests, issuance TAT, and refunds - Oversee renewal infrastructure with insurer API integrations, mandate setup, and nudge flows - Drive the development of an AI-powered insurance chatbot from NLP design to production - Handle LeadSquared CRM activities such as lead routing, dialer integrations, and agent productivity dashboards - Manage INDX Private Banking lead flows encompassing capture, enrichment, and closure tracking - Ensure regulatory compliance with IRDAI guidelines, PASA whitelisting, and PPHI adherence Qualifications: - 25 years of PM experience at a fintech or insurtech startup - Proven track record of owning conversion funnels end-to-end - Proficiency with CRM tools like LeadSquared, Salesforce, or equivalent - Strong data fluency in SQL, Mixpanel, or similar - Experience with API integrations and technical product specifications - High ownership mindset with a comfort level in ambiguous situations Education: - B.Tech / B.E. from a Tier-1 institute (IITs, NITs, BITS, or equivalent) preferred - MBA from a premier institution (IIMs, ISB, XLRI, or equivalent) is a strong plus Bonus Skills: - Knowledge in Insurance/IRDAI regulations - Experience in AI/LLM product development - Familiarity with payment mandate flows and lifecycle marketing strategies Please note that you will be working on critical aspects of the Term Insurance funnel and CRM system, requiring a blend of technical expertise and strategic thinking to drive successful outcomes.