Role Overview:

We are seeking an accomplished distribution performance and process management professional to improve business quality, strengthen operational governance and lead high-impact efficiency enhancement projects. The role combines strategic thinking, data-led problem solving, cross-functional influence and disciplined execution.

Responsibilities:

Business Quality & Conversion:

- Improve Login-to-Conversion for Term and Non-Term products through leakage diagnosis, agent capability inputs and stronger conversion pathways.
- Improve conversion through qualification refinement, funnel tracking and timely escalation closure.
- Conduct deepdive diagnostic studies analyzing funnels, customer journeys, process steps, data patterns, and frontline feedback to identify root causes of leakage, delays, rework, or performance variability.
- Lead FR Call Centre for faster closure of FR, conversion improvement & minimizing business leakage.

Operational Governance:
- Lead comprehensive process reviews, including endtoend mapping, documentation, redesign, and identification of automation opportunities to enhance operational efficiency.
- Strengthen Customer Ownership Policy increasing customer density through base enhancement and process streamlining for upsell /cross sell opportunities
- Manage process assurance, risk, and compliance activities, ensuring adherence to internal controls, regulatory norms, and organizational standards for department and related sales functions
- Oversee internal and external audits for the department, coordinate with stakeholders, ensure timely implementation of corrective actions,





Sales & Partner Connect:
- Facilitate regular engagement forumssuch as focus groups, listening sessions, or surveysto gather frontline insights, understand operational challenges, and identify improvement opportunities.
- Document and replicate best practices from successful sales initiatives to drive uniform adoption and improved performance across different sales units or partner ecosystems.

Efficiency Enhancement Projects:
- Lead crossfunctional problemsolving initiatives by collaborating with Sales, Operations, Product, Finance, Technology, and Quality teams to address systemic issues and unlock efficiency gains.
- Drive value creation by improving conversion efficiency, lowering operational leakage, enhancing partner/channel experience, and enabling smarter decisionmaking through insights and SOP standardization.

People & Capability:
- Drive year-on-year improvement in employee satisfaction through feedback loops and process enhancements.
- Lead distribution capability-building, training design and completion tracking.
- Managing a team of 3 to 4 members.

Qualification:

- Graduate or postgraduate qualification with 5-12 years of experience in Distribution, Business Quality, Process Excellence or managing efficiency enhancement projects.
- Experience in BFSI distribution across Agency, Bancassurance, Direct or partner-led models.
- Proven track record of leading complex cross-functional programs.
- Robust understanding of Life Insurance processes and sales functions.
- Strong stakeholder management, communication, problem-solving and execution discipline.

📌 Chief Manager - Distribution Planning & Project Management (Mumbai)
🏢 HDFC Life
📍 Mumbai