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UpMan Placements Private Limited · posted 6 days ago
1. Partnership Strategy & Management • Own strategic relationships with assigned banks, NBFCs, fintechs and financial institution partners. • Develop a deep understanding of partner business models, customer journeys, distribution ecosystems and strategic priorities. • Identify opportunities to deepen and expand partnerships through new products, propositions and distribution channels. • Build strategic relationship maps across business, product, technology, operations and senior management stakeholders. • Conduct periodic business reviews and develop partnership roadmaps covering growth opportunities, new initiatives and process improvements. 2. Product & Proposition Development • Identify customer and business opportunities within partner ecosystems and translate them into relevant insurance propositions. • Work with Product, Underwriting, Legal, Compliance, Technology and Operations teams to develop and launch new products. • Own the journey from concept → business case → proposition → implementation → launch → post-launch optimisation. • Develop embedded and contextual insurance propositions around partner products and customer journeys. • Evaluate product performance and customer feedback and recommend enhancements based on data and market insights. 3. Digital & Embedded Insurance • Identify opportunities to embed insurance within partner apps, websites, APIs and digital journeys. • Work with technology and product teams to design seamless digital customer journeys and enable digital policy issuance. • Identify opportunities for automation and process simplification. • Drive technology-led initiatives that improve scalability, customer experience and partner experience. • Monitor digital journeys and identify opportunities to improve conversion, adoption and proposition effectiveness. 4. Business & Market Strategy • Analyse partner businesses, customer segments, market trends and competitive developments to identify new opportunities. • Develop partner-specific strategic plans and business cases for new initiatives. • Evaluate products, channels and partnership models from a commercial and strategic perspective. • Identify opportunities for cross-sell, product expansion, customer penetration and renewal-led propositions without owning frontline sales. • Track business performance and translate data into actionable strategic recommendations. 5. Execution & Cross-functional Leadership • Drive end-to-end execution of strategic partnership initiatives across multiple internal and external stakeholders. • Coordinate with Product, Technology, Operations, Underwriting, Claims, Finance, Legal, Compliance and Marketing teams. • Manage project timelines, dependencies and partner commitments. • Ensure initiatives move from discussion to implementation with clear ownership and accountability. • Present strategic recommendations and progress updates to senior management and partner leadership. 6. Partner Experience & Problem Solving • Act as the primary escalation and problem-solving owner for assigned partnerships. • Identify recurring operational and process issues and drive root-cause resolution. • Work with internal teams to resolve issues related to policy issuance, payments, renewals, technology integrations and customer servicing. • Identify opportunities to simplify partner processes and reduce manual intervention. • Establish effective governance mechanisms and ensure timely closure of critical issues. 7. Analytics & Governance • Track key partnership metrics including premium, policies, product mix, digital adoption, renewals, customer penetration and initiative performance. • Build management dashboards and periodic partner reviews. • Use data and insights to identify gaps, opportunities and priorities. • Maintain clear action trackers and partnership roadmaps. • Provide regular strategic updates to senior management.