Lead - Operations - Insurance Unit

About AssetPlus

AssetPlus is one of Indias fastest-growing assisted wealth-tech platforms, empowering over 15,000 Mutual Fund Distributors (MFDs) to serve more than 1.5 Lakh retail investors. As we scale our insurance vertical, operational excellence is at the heart of what makes the business work.

We believe that the insurance purchase journey must be fast, accurate, and partner-first. Whether its a lead requesting quotes or a customer awaiting policy issuance, we aim to eliminate friction, improve speed, and maximize trust and thats exactly what this role will drive.

The Role

• This role owns the entire sales operations layer of our insurance business from quote request to policy issuance, including TAT tracking, funnel visibility, automation, and renewals.
• You will lead a team that powers the operational backbone of insurance sales : handling quote requests across multiple insurers, coordinating medicals, punching in policies, managing renewals, resolving data mismatches, and ensuring that AssetPlus is seen as the fastest and most reliable insurance partner by MFDs.
• Youll also play a key role in helping the leadership team understand conversion performance, where were losing customers, and what process bottlenecks need fixing. This is a fast-moving, metrics-driven role for someone who thrives on visibility, accountability, and speed.

What You Will Own

What Makes You a Fit

What Success Looks Like

In 3 Months

In 6 Months

In 12 Months

Insurance operations is not a back-office task it is the front line of conversion. If a quote takes too long or a policy gets delayed, trust is lost.

This role builds the system that lets AssetPlus sell at scale, without compromise.

(ref : iimjobs.com)