TM_Program Manager_Prop Channel

Job Description

Project/Program Manager - Proprietary Channel

Function: Human Resources

Channel: Proprietary (PROP)

Role Overview

The Project Manager - Proprietary Channel plays a critical role in driving business and people outcomes by leading cross-functional projects, managing large-scale data and dashboards, and delivering strategic insights to leadership. The role acts as a bridge between HR, Distribution, Sales Leadership, and Business Analytics, ensuring that data-driven interventions improve productivity, retention, hiring quality, and overall channel effectiveness.

The incumbent owns end-to-end project execution across the PROP channel, including problem diagnosis, solution design, implementation tracking, and impact measurement.

Key Responsibilities

1. Project Management & Strategic Initiatives

• Lead multiple high-impact projects across the Proprietary Channel related to:

  • Attrition reduction and early tenure stabilization

  • Advisor ecosystem strengthening (recruitment, activation, productivity)

  • Performance improvement initiatives (PEP, low performer management)

  • Hiring effectiveness and right-fit hiring interventions

• Own the complete project lifecycle:

  • Problem identification and hypothesis framing

  • Data analysis and insight generation

  • Stakeholder alignment and solution design

  • Implementation tracking and governance

  • Outcome measurement and course correction

• Drive structured interventions in collaboration with:

  • Zone and Branch leadership

  • HR Business Partners and RHRs

  • Sales and Distribution Heads

2. Dashboard Ownership & Data Management

• Design, develop, and maintain multiple dashboards for the PROP channel covering:

  • Attrition (overall, early tenure, cohort-wise, performance-linked)

  • Hiring metrics and hiring quality indicators

  • Advisor lifecycle metrics (MRA creation, licensing, activation, productivity)

  • Performance distribution and productivity spread

  • PEP, disciplinary cases, and behavioral indicators

• Manage large, multi-source datasets, ensuring:

  • Data accuracy, consistency, and governance

  • Periodic refreshes and version control

  • Clear definitions and metric standardization

• Translate raw HR and sales data into clear, decision-ready views for leadership consumption.

3. Data Analysis & Insight Generation

• Conduct deep-dive analyses to identify:

  • Root causes of attrition (early vs tenured, performance vs disciplinary)

  • Correlation between hiring quality, advisor ecosystem strength, and performance

  • Behavioral and people drivers impacting productivity

• Build cohort-based and tenure-based analyses to highlight:

  • Performance trends

  • Risk pockets

  • High-impact intervention areas

• Convert complex datasets into simple, actionable insights supported by data narratives.

4. Leadership Communication & Business Storytelling

• Create structured, insight-driven presentations for:

  • Senior leadership reviews

  • Business and HR governance forums

  • Project updates and intervention reviews

• Present data in a storytelling format, clearly articulating:

  • What is happening

  • Why it is happening

  • What should be done differently

• Support leadership with ad-hoc analysis and quick turnaround insights for strategic decision-making.

5. Stakeholder Management & Governance

• Act as a single point of contact for PROP channel analytics and project updates.

• Coordinate with multiple stakeholders to:

  • Drive accountability on action items

  • Track intervention progress

  • Escalate risks and delays proactively

• Establish review mechanisms and cadence for ongoing initiatives.

6. Process Improvement & Capability Building

• Identify gaps in existing processes related to:

  • Hiring

  • Performance monitoring

  • Advisor management

  • People governance

• Recommend and help implement improvements using data-backed insights.

• Enable HR and business teams with:

  • Structured frameworks

  • Clear metrics

  • Simplified dashboards

Key Skills & Competencies

Functional Skills

• Project management in complex, multi-stakeholder environments

• Advanced data handling and Excel-based analysis

• Dashboard design and KPI definition

• HR analytics and people metrics

• Business performance analysis

Behavioral & Strategic Skills

• Strong analytical and problem-solving mindset

• Ability to simplify complexity and drive clarity

• Stakeholder influence without authority

• Structured thinking and outcome orientation

• High ownership and execution focus

Impact of the Role

• Enables leadership to make data-driven people and business decisions

• Improves early tenure outcomes and reduces avoidable attrition

• Strengthens the advisor ecosystem and frontline productivity

• Enhances governance, visibility, and accountability across the PROP channel