Associate Manager - Customer Operations

HDFC Life; Mumbai; On-site; INR 900,000 - 1,300,000; Full time

Job summary

HDFC Life in Mumbai is seeking a Corporate Agency Manager - Banca with 3-10 years of life insurance operations experience to drive policy issuance and customer workflows.

The role focuses on managing new business operations, analyzing MIS data in Excel, and coordinating with Life Asia and Group Asia teams while ensuring compliance and risk management.

Qualifications

• Graduate with 3–10 years of experience in life insurance operations.
• Strong analytical and data handling skills.
• Proficient in MS Office and data reporting.

Responsibilities

• Manage new business operations and policy issuance.
• Maintain MIS reports and analyze data.
• Oversee Life Asia and Group Asia operations.
• Identify and implement process improvements.
• Develop relationships with stakeholders and ensure compliance.
• Analyze performance and mitigate risks.
• Coordinate with cross-functional teams.
• Ensure data security and confidentiality.
• Stay updated on industry trends.

Skills

Product and process knowledge

Analytical skills

Communication skills

MS Office

Networking skills

Education

Graduate

Tools

Life Asia

TEBT

Job description

Support (20)

Operations (44)

Function

Preferred Location Location

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

Corporate Agency Manager - Banca

1 - 2 Years

What are we looking for?

Operations New Business dept manages verification of all polices logged in the company to ensure quality sourcing and customers are aware of benefits and terms and conditions.

What does the job entail?

• 1. Manage new business operations, oversee policy issuance.
• 2. Maintain and analyze MIS reports, Utilize Excel for data analysis.
• 3. Handle Life Asia and Group Asia operations.
• 5. Identify and implement process improvements.
• 6. Develop and maintain relationships with stakeholders.
• 7. Ensure compliance with industry regulations.
• 8. Analyze and report on business performance,.
• 9. Manage and prioritize multiple tasks and projects.
• 10. Collaborate with cross-functional teams.
• 11. Identify and mitigate risks.
• 12. Ensure data security and confidentiality.
• 13. Stay up-to-date with industry trends and best practices,

Work Experience

3-10 Years

Graduate

Preferred Skills

• 1. Product and process knowledge along with good awareness about internal systems Life Asia , TEBT
• 2. Analytical skill set must
• 3. Should posses good communication skills and interpersonal skills
• 4. Efficient in handling MS Office
• 5. Good networking and relationship skills.