Job Summary The role is accountable for leading and overseeing end to end insurance product due diligence , with a strong focus on evaluating product design, features, pricing, value proposition, and suitability across the insurance value chain.nnnThis includes responsibility for the governance and execution of due diligence on both insurance products and providers, working closely with internal stakeholders and external partners to support the implementation, enhancement, and ongoing oversight of insurance offerings.nnnThe ideal candidate will bring expert level knowledge of insurance products across life, health, and general insurance, supported by extensive experience in product advisory and due diligence.nnnThey will demonstrate a deep, practical understanding of evolving market trends, regulatory developments, and the competitive landscape , enabling them to assess product competitiveness, innovation, and sustainability.nnnStrong project and stakeholder management capabilities are essential, alongside a rigorous approach to governance and risk management. The role requires the ability to deliver strategic insights, challenge product design and positioning, and ensure that all due diligence processes are robust, efficient, and aligned with regulatory expectations and best practice standards.nnnKey ResponsibilitiesnnLeading and managing the end to end due diligence process for insurance products and providers, with primary accountability for product assessment, governance, and ongoing oversight.nConducting comprehensive insurance product due diligence, including evaluation of product design, features, pricing, value proposition, and suitability,



to ensure the bank maintains a strong competitive position in the insurance market.nApplying expert level knowledge of insurance products and an in depth understanding of market trends, regulatory developments, and competitor offerings to provide strategic input into product selection, enhancement, and positioning.nOverseeing insurance advisory activities, including ownership of advisory frameworks, management of publications for frontline staff and clients, and coordination of relevant Learning u0026 Development initiatives to support product understanding and advisory quality.nCollaborating closely with country and group level stakeholders, both internal and external, to implement, enhance, and consistently apply robust product and provider due diligence standards.nContinuously enhancing due diligence and advisory processes to improve efficiency and effectiveness, while strengthening the overall governance and risk management framework.nLeading and delivering projects related to insurance advisory and product and provider due diligence, ensuring high quality outcomes, stakeholder alignment, and timely execution.nnManage Insurance Advisory ActivitiesnnOversee all insurance advisory-related tasks including publications and processnManage the creation and dissemination of publications and informational materials to keep frontline staff well-informed about insurance products and industry trends.nOversee the development and distribution of client-facing publications with the goal of raising awareness about insurance.nResponsible for the development, implementation,



and integration of the Insurance Advisory Framework, ensuring it is effectively embedded within the client journey.nCoordinate and manage Learning u0026 Development (Lu0026D) initiatives, ensuring that training programs and educational resources are effectively delivered to enhance the knowledge and skills of employees in the insurance domain.nnProvider / Broker Due diligence and GovernancennAssist in designing and overseeing the implementation of the due diligence process for providers and brokers, focusing on the Banks new and strategic partnerships with Insurance providers and brokers across all markets.nPerform due diligence on both recent and existing insurance providers and brokers according to the Bank's procedures and offer recommendations for approval as appropriate.nMaintain and manage relationships with providers and brokers across the franchise.nnProduct Due diligence and ManagementnnConduct thorough due diligence on both new and existing insurance products in accordance with the Bank's procedures and provide recommendations for approval as appropriate.nEnsure the Bank offers best-in-class, competitive products that adhere to "Client First" and "Doing the Right Thing" principles, while ensuring suitability and affordability for the target client segmentnNew Product Development: Actively collaborate with strategic partners and key stakeholders to create and develop innovative products.nEngage with several group stakeholders for product approvals related approvals:nLiaise with Group WM Risk for getting LTV limits approved for lending against insurance productsnLiaise with Group Compliance for onboarding offshore products (for Private Banking) to ensure the product meets all required guidelinesnLiaise with .

📌 Director, Insurance Advisory and Due Diligence (India)
🏢 Standard Chartered India
📍 India