Program Execution & Governance

- Execute the Sales Transformation roadmap as per approved scope, timelines, and budgets.
- Manage program plans, milestones, dependencies, risks, and escalations.
- Prepare dashboards, status reports, and steering committee updates for the Lead – Project Management.

Sales & Distribution Transformation Delivery

Drive delivery across

- Agency and POSP digital enablement platforms
- Bancassurance and broker integration platforms
- Digital and embedded insurance sales journeys
- Lead management and Sales Force Automation (SFA) solutions
- Ensure simplified, compliant, and scalable quote-to-bind-to-issuance journeys.

Sales Enablement & Field Adoption

- Support rollout of mobile-first sales tools and partner portals.
- Coordinate training, communication, and adoption initiatives for field force and partners.
- Track adoption and productivity improvements across channels.

Technology & Integration Management

- Manage implementation of SFA platforms (e.g., Salesforce, MS Dynamics).
- Coordinate integrations with core policy, underwriting, pricing, payment, and CCM systems.
- Ensure scalability, performance, and security standards are met.

Regulatory, Compliance & Controls

- Ensure sales journeys comply with IRDAI distribution guidelines, POSP norms, commission rules, and audit requirements.
- Work closely with Compliance and Legal teams to embed controls into digital sales processes.

Vendor, Budget & Delivery Management

- Manage system integrators, InsurTech partners, platform vendors, and service providers.




- Track delivery commitments, invoices, and program budgets.
- Support benefits realization and post-go-live stabilization.

Reporting & Continuous Improvement

- Track KPIs related to sales cycle time, productivity, digital adoption, and conversion rates.
- Drive corrective actions and continuous improvement initiatives.

Key Skills & Competencies

Program & Delivery Expertise

- Strong experience in program and project execution under PMO-led governance.
- Proven ability to manage multi-channel, sales-focused transformation initiatives.

Domain Knowledge

- Solid understanding of General Insurance sales and distribution models in India.
- Experience across agency, POSP, bancassurance, broker, and digital channels.

Technology Acumen

Working knowledge of

- SFA platforms
- Digital sales and partner enablement tools
- API-based integrations and workflow automation
- Cloud and information security best practices

Stakeholder Management

- Ability to coordinate with sales leadership, IT, operations, compliance, and vendor teams.
- Strong communication and escalation management skills.

Qualifications & Experience

- Bachelor’s degree in Engineering, Technology, or Business; MBA preferred.
- 10–15+ years of experience, with 4–6+ years delivering sales or distribution transformation programs in General Insurance, BFSI, or InsurTech.
- Experience working within PMO / Project Management Office governance is strongly preferred.
- PMP, Secure, Prince2, or SFA platform certifications are desirable.

📌 Program Manager – Sales Transformation (Mumbai)
🏢 Magma General Insurance
📍 Mumbai