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INDmoney

Product Manager Term Insurance & CRM

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  • Posted 4 days ago
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Job Description

We're looking for a Product Manager who will own our Term Insurance funnel end-to-end — from the moment a user lands to the day they receive their policy — AND manage the CRM & sales-assist stack powering our agent-led and INDX Private Banking motions.

What you'll own:

  • Pre- & post-payment term insurance funnel — conversion experiments, A/B tests, issuance TAT, and refunds
  • Renewal infrastructure — insurer API integrations, mandate setup, and nudge flows
  • AI-powered insurance chatbot — NLP design to production
  • LeadSquared CRM — lead routing, dialer integrations, agent productivity dashboards
  • INDX Private Banking lead flows — capture, enrichment, and closure tracking
  • Regulatory compliance — IRDAI guidelines, PASA whitelisting, PPHI adherence

You'll be a great fit if you have:

  • 2–5 years of PM experience at a fintech or insurtech startup
  • Proven track record owning conversion funnels end-to-end
  • Hands-on with CRM tools (LeadSquared, Salesforce, or equivalent)
  • Strong data fluency — SQL, Mixpanel, or similar
  • Experience with API integrations and technical product specs
  • High ownership mindset with comfort in ambiguity

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 points for: Insurance/IRDAI knowledge, AI/LLM product experience, payment mandate flows, or lifecycle marketing.

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Job ID: 149288457