Chief Manager - Retirement and Pension

Hdfc Life Ltd; Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

HDFC Life is seeking a Corporate Agency Manager - Banca to drive distribution planning and channel enablement across NPS and Annuity. The role focuses on strategic initiatives, customer lifecycle engagement, and digital journeys to enhance market position.

The ideal candidate brings 10+ years in financial services with strong ability to translate insights into actionable plans, plus excellent communication and stakeholder management across multiple teams.

Qualifications

• Drive distribution planning across NPS and Annuity.
• Develop customer lifecycle engagement, digital journeys, and tech platforms.
• Support annual and periodic planning; track channel performance.
• Lead projects and technology enablement to improve customer experience.
• Design and coordinate sales capability programs and learning interventions.

Responsibilities

• Drive strategic initiatives across NPS and Annuity including customer lifecycle engagement and digital journeys.
• Develop segment-led communication and engagement tools.
• Plan for NPS and Annuity distribution; track performance and growth opportunities.
• Coordinate projects and technology initiatives to improve productivity and customer experience.

Skills

Sales strategy

Channel management

Data analysis

Communication

Presentation skills

Business transformation

Education

Graduate / Post Graduate

Tools

Microsoft Excel

PowerPoint

Job description

Corporate Agency Manager - Banca

1 - 2 Years

What are we looking for?

The role will drive distribution planning, channel enablement and key strategic initiatives across NPS and Annuity.

What does the job entail?

Duties & Responsibilities:

• Strategic Initiatives: Drive business initiatives across NPS and Annuity such as developing Customer Lifecyle engagement and communication plans, Digital Journeys and tech platforms, and other emerging business opportunities.
• Marketing & Customer Insights: Develop segment-led communication, propositions and engagement tools based on customer, market and channel insights.
• Business Planning & Growth: Support annual and periodic planning for NPS and Annuity distribution; track channel performance, identify growth opportunities and recommend focused actions to improve topline and market position.
• Projects & Technology Enablement: Lead or coordinate projects and technology initiatives that improve differentiated brand offering, productivity and customer experience.
• Capability Building: Design and coordinate product and sales capability programs, including pan-Indialearning interventions, channel downloads, quizzes and role-plays; establish mechanisms to track effectiveness.
• Stakeholder Management: Work closely with Sales, Business Solutions Group, Product, Marketing, Operations, Technology, Customer Service, Compliance and other internal teams to ensure alignment, timely decisions and effective implementation.

Work Experience

10+ Years of relevant experience in the relevant domain.

Graduate / Post Graduate

Preferred Skills

• Experience in financial services, insurance, pensions, banking, asset management or a related distribution-led business is preferred.
• Demonstrated ability to move from sales execution into planning, strategy, channel productivity or business transformation responsibilities.
• Strong commercial orientation with the ability to analyze business performance and convert insights into actionable initiatives.
• Excellent written and verbal communication skills, with the ability to develop compelling presentations, sales narratives and management updates.
• Comfort with data analysis and reporting; strong working knowledge of Microsoft Excel and PowerPoint.