6 - 10 years

8 - 12 Lacs

Posted:8 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job Title: Sr. Manager- Loan Against Policy (Insurance Domain)

  • Manage end-to-end

    Loan Against Policy

    operations including lead management, documentation, and loan disbursement.
  • Coordinate with insurance partners, clients, and internal departments to ensure timely and accurate loan processing.
  • Evaluate policy documents, assess surrender value, and determine eligible loan amounts as per guidelines.
  • Ensure compliance with IRDAI regulations, company policies, and audit requirements.
  • Drive business growth through process efficiency and strong customer relationship management.
  • Monitor portfolio performance and implement corrective actions to minimize risk.
  • Prepare and present MIS reports, dashboards, and performance metrics to management.
  • Lead, train, and motivate the team to meet productivity and compliance goals.

Key Skills & Competencies:

  • In-depth knowledge of

    Loan Against Policy

    processes and life insurance products.
  • Strong analytical, documentation, and decision-making skills.
  • Excellent communication and client-handling abilities.
  • Proficiency in MS Office, CRM, and loan management systems.
  • Leadership qualities with a focus on accuracy and process improvement.

Qualifications & Experience:

  • Education:

    Graduate / Postgraduate in Finance, Business Administration, or a related field.
  • Experience:

    6-10 years in

    LAP / Insurance Operations

    (preferably from Life Insurance or NBFC background).
  • Industry Preference:

    Insurance / NBFC / Financial Services.


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