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Insurance Expert
Insurance Expert
Planify's logo

Insurance Expert

Rajesh Singla's profile picture
Posted by Rajesh Singla
1 - 17 yrs
₹1L - ₹2L / yr
Delhi, Gurugram, Noida
Skills
Sales
General Management
Telesales
Field operations
Candidate should have :
Strong technical background in Java, spring (MVC), RESTFUL Web services and Postgres DB
Thorough understanding of the responsibilities of the platform, database, API, caching layer, proxies, and other web services used in the system
Validating user actions on the client side and providing responsive feedback
Writing non-blocking code, and resorting to advanced techniques such as multi-threading, when neededSkills required for Direct & Channel Sales Insurance Expert -
Deep Understanding of Health Insurance, Car and General Insurance Products from different companies.
Must be able to comprehend products in easily understandable language to customers and agents.
Experience of lead conversion/sales pipeline is must.
Good interpersonal skills & Excellent conversion skills.
Must have follow up skills and talking to people over phone for multiple hours in a day (& in person if required)
Super-Organizers, good listener and possess analytical, presentation skills.
Must be comfortable working on laptop to book policy and work on CRM.
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Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
Companies hiring on Cutshort
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About Planify

Founded :
2018
Type :
Product
Size :
20-100
Stage :
Profitable

About

Planify offers a best in class financial platform which deals in Pre IPO stocks, PMS, FD, Mutual Funds, Life, Health, Motor and General insurance and all type of loans.
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Connect with the team

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Rajesh Singla
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Aparna Sharma

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Review Criteria

  • Strong Lead – User Research & Analyst profile (behavioural/user/product/ux analytics)
  • 10+ years of experience in Behavioral Data Analytics, User Research, or Product Insights, driving data-informed decision-making for B2C digital products (web and app).
  • 6 months+ experience in analyzing user journeys, clickstream, and behavioral data using tools such as Google Analytics, Mixpanel, CleverTap, Firebase, or Amplitude.
  • Experience in leading cross-functional user research and analytics initiatives in collaboration with Product, Design, Engineering, and Business teams to translate behavioral insights into actionable strategies.
  • Strong expertise in A/B testing and experimentation, including hypothesis design, execution, statistical validation, and impact interpretation.
  • Ability to identify behavioral patterns, funnel drop-offs, engagement trends, and user journey anomalies using large datasets and mixed-method analysis.
  • Hands-on proficiency in SQL, Excel, and data visualization/storytelling tools such as Tableau, Power BI, or Looker for executive reporting and dashboard creation.
  • Deep understanding of UX principles, customer journey mapping, and product experience design, with experience integrating qualitative and quantitative insights.

 

Preferred

  • Ability to build insightful dashboards and executive reports highlighting user engagement, retention, and behavioral metrics; familiarity with mixed-method research, AI-assisted insight tools (Dovetail, EnjoyHQ, Qualtrics, UserZoom), and mentoring junior researchers


Job Specific Criteria

  • CV Attachment is mandatory
  • We have an alternate Saturday’s working. Are you comfortable to WFH on 1st and 4th Saturday?

 

Role & Responsibilities

Product Conceptualization & UX Strategy Development:

  • Conceptualize customer experience strategies
  • Collaborate with product managers to conceptualize new products & align UX with product roadmaps.
  • Develop and implement UX strategies that align with business objectives.
  • Stay up-to-date with industry trends and best practices in UX & UI for AI.
  • Assist in defining product requirements and features.
  • Use data analytics to inform product strategy and prioritize features.
  • Ensure product alignment with customer needs and business goals.Develop platform blueprints that include a features and functionalities map, ecosystem map, and information architecture.
  • Create wireframes, prototypes, and mock-ups using tools like Figma
  • Conduct usability testing and iterate designs based on feedback
  • Employ tools like X-Mind for brainstorming and mind mapping


Customer Journey Analysis:

  • Understand and map out customer journeys and scenarios.
  • Identify pain points and opportunities for improvement.
  • Develop customer personas and empathy maps.


Cross-Functional Collaboration:

  • Work closely with internal units such as UX Research, Design, UX Content, and UX QA to ensure seamless delivery of CX initiatives.
  • Coordinate with development teams to ensure UX designs are implemented accurately.


Data Analytics and Tools:

  • Utilize clickstream and analytics tools like Google Analytics, CleverTap, and Medallia to gather and analyse user data.
  • Leverage data to drive decisions and optimize customer experiences.
  • Strong background in data analytics, including proficiency in interpreting complex datasets to inform UX decisions.

 

Ideal Candidate

  • Bachelor’s or Master’s degree in a relevant field (e.g., UX Design, Human-Computer Interaction, Computer Science, Marketing).
  • 5+ years of experience in CX/UX roles, preferably in a B2C environment.
  • Proficiency in analytics tools (Google Analytics, CleverTap, Medallia, Hotjar, etc).
  • Strong understanding of wireframing and prototyping tools (Figma, XMind, etc).
  • Excellent communication and collaboration skills.
  • Proven experience in managing cross-functional teams and projects.
  • Strong background in data analytics and data-driven decision-making.
  • Expert understanding of user experience and user-centered design approaches
  • Detail-orientation with experience and will to continuously learn, adapt and evolve
  • Creating and measuring the success and impact of your CX designs
  • Knowledge of testing tools like Maze, UsabiltyHub, UserZoom would be a plus
  • Experienced in designing responsive websites as well as mobile apps
  • Understanding of iOS and Android design guidelines
  • Passion for great customer-focus design, purposeful aesthetic sense and generating simple solutions to complex problems.
  • Excellent communication skills to be able to present their work and ideas to the leadership team.


Read more
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Company: CorpCare

Title: Head of Engineering/ Head of Product

Location: Mumbai (work from office)

CTC: Annual CTC Up to 25 Lacs


About Us:  

CorpCare is India’s first all-in-one corporate funds and assets management platform. We offer a single-window solution for corporates, family offices, and HNIs. We assist corporates in formulating and managing treasury management policies and conducting reviews with investment committees and the board.

Job Summary:  

The Head of Engineering will be responsible for overseeing the development, implementation, and management of our corporate funds and assets management platform. This role demands a deep understanding of the broking industry/Financial services industry, software engineering, and product management. The ideal candidate will have a robust background in engineering leadership, a proven track record of delivering scalable technology solutions, and strong product knowledge.

Key Responsibilities:


- Develop and communicate a clear engineering vision and strategy aligned with our broking and funds management platform.

- Conduct market research and technical analysis to identify trends, opportunities, and customer needs within the broking industry.

- Define and prioritize the engineering roadmap, ensuring alignment with business goals and customer requirements.


- Lead cross-functional engineering teams (software development, QA, DevOps, etc.) to deliver high-quality products on time and within budget.

- Oversee the entire software development lifecycle, from planning and architecture to development and deployment, ensuring robust and scalable solutions.

- Write detailed technical specifications and guide the engineering teams to ensure clarity and successful execution.


- Leverage your understanding of the broking industry to guide product development and engineering efforts.

- Collaborate with product managers to incorporate industry-specific requirements and ensure the platform meets the needs of brokers, traders, and financial institutions.

- Stay updated with regulatory changes, market trends, and technological advancements within the broking sector.


- Mentor and lead a high-performing engineering team, fostering a culture of innovation, collaboration, and continuous improvement.

- Recruit, train, and retain top engineering talent to build a world-class development team.

- Conduct regular performance reviews and provide constructive feedback to team members.


- Define and track key performance indicators (KPIs) for engineering projects to ensure successful delivery and performance.

- Analyze system performance, user data, and platform metrics to identify areas for improvement and optimization.

- Prepare and present engineering performance reports to senior management and stakeholders.


- Work closely with product managers, sales, marketing, and customer support teams to align engineering efforts with overall business objectives.

- Provide technical guidance and support to sales teams to help them understand the platform's capabilities and competitive advantages.

- Engage with customers, partners, and stakeholders to gather feedback, understand their needs, and validate engineering solutions.

Requirements:


  • BE /B. Tech - Computer Science
  • MBA a plus, not required
  • 5+ years of experience in software engineering, with at least 2+ years in a leadership role.
  • Strong understanding of the broking industry and financial services industry.
  • Proven track record of successfully managing and delivering complex software products.
  • Excellent communication, presentation, and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Experience with Agile/Scrum methodologies.
  • Deep understanding of software architecture, cloud computing, and modern development practices.


Technical Expertise:


  • Front-End: React, Next.js, JavaScript, HTML5, CSS3
  • Back-End: Node.js, Express.js, RESTful APIs
  • Database: MySQL, PostgreSQL, MongoDB
  • DevOps: Docker, Kubernetes, AWS (EC2, S3, RDS), CI/CD pipelines
  • Version Control: Git, GitHub/GitLab
  • Other: TypeScript, Webpack, Babel, ESLint, Redux

Preferred Qualifications:


  • Experience in the broking or financial services industry.
  • Familiarity with data analytics tools and methodologies.
  • Knowledge of user experience (UX) design principles.
  • Experience with trading platforms or financial technology products.



This role is ideal for someone who combines strong technical expertise with a deep understanding of the broking industry and a passion for delivering high-impact software solutions.

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amIT Global solution
Pooja shree
Posted by Pooja shree
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Job Description:


  • Meeting with corporate /institutional customers and assessing their insurance requirements, capture key demographics and present them with viable proposals.


  • Network and engage with CFO/HR heads and other key decision-makers in the company


  • Develop, maintain and retain excellent relationship with clients.


  • Achieve revenue targets


  • Ensure client Acquisition and help in increasing the revenue for the company with new business and cross sell opportunities


  • Prepare client Road Map for the Upcoming corporate Renewal in the General Insurance Business


  • Interacting with client to gather the required set of information to offer best insurance program to corporate


  • Understanding the business process of the client and suggesting the proper insurance policies along with value added cover


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product/service mix


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  • Maintain effective documentation of the leads generated and customers acquired/ serviced and share MIS To regularly enter data in the software for capturing leads, customer contacted, servicing done, etc.


  • Maintain MIS on key performance indicators


Requirements and skills

  • Relevant Experience in SME insurance product
  • Strong track record in direct/agency channel sales
  • Excellent interpersonal & negotiation skills
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at TechUp Labs
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Company Overview:

At TechUp Labs, we're searching for a dynamic Business Development Manager who can drive strategic alliances and foster growth for our innovative products and initiatives. As a product-based IT company, we specialise in developing cutting-edge solutions across various domains such as health, education, sports, and beyond.


About the Job:

You will play a pivotal role in identifying, developing, and managing strategic partnerships that drive growth and expand our market presence. Collaborating closely with cross-functional teams, you'll be responsible for creating and executing partnership strategies that enhance our product offerings and create new business opportunities.


Key Responsibilities:

  • Develop and implement a comprehensive partnership strategy to drive growth and achieve company objectives.
  • Identify, evaluate, and negotiate strategic partnerships with key technology companies, industry leaders, and other relevant stakeholders.
  • Build and maintain strong relationships with partners, understanding their business needs and aligning them with our solutions.
  • Collaborate with product managers, sales, marketing, and engineering teams to integrate partner solutions and co-develop new offerings.
  • Create joint marketing and go-to-market strategies to maximize partnership impact and reach.
  • Monitor and analyze partnership performance, providing regular reports and insights to senior management.
  • Stay updated on industry trends, emerging technologies, and competitive landscapes to inform partnership development.
  • Represent TechUp Labs at industry events, conferences, and meetings to build and enhance our network of partners.
  • Drive continuous improvement in partnership processes and strategies to enhance efficiency and effectiveness.


Required Skills and Qualifications:

  • Has worked in the past as a developer or has a good knowledge of technology
  • Good experience with everything related to sales and a bit of marketing
  • Experience working in a service-based industry
  • Proven experience in a growth-focused role with a strong track record of developing and managing successful B2B tech partnerships.
  • Exceptional negotiation and relationship-building skills.
  • Strong strategic thinking and business development acumen.
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Excellent communication and interpersonal skills to effectively engage with partners and internal stakeholders.
  • Bachelor's degree in Business, Sales, Technology, or a related field (or equivalent experience).


Preferred Qualifications:

  • Experience in the SaaS industry or technology startup environment.
  • Familiarity with content marketing strategies and analytics platforms.
  • Previous experience in driving growth initiatives.
  • Portfolio showcasing successful partnership initiatives and their impact on business growth.


About You:

We're looking for candidates passionate about technology and growth, with a knack for building strategic alliances. You should be innovative, adaptable, and eager to drive business success in a collaborative and dynamic environment.


Benefits:

  • Remote job with flexibility to work from anywhere.
  • Competitive benefits package to support a healthy work-life balance.
  • Opportunities for professional growth and skill development.


How to Apply:

Please submit your resume highlighting your relevant experience and why you're interested in joining our team. Feel free to include links to your portfolio or any relevant work samples that demonstrate your expertise in partnership development.


Additional Notes:

We're committed to fostering a diverse and inclusive workplace. We encourage individuals from all backgrounds to apply for this opportunity.


Next Steps:

Qualified candidates will be contacted for an initial interview with our hiring team.

Shortlisted candidates will participate in additional interviews to assess partnership skills and cultural fit.


We look forward to receiving your application and welcoming a talented Head of Growth - B2B Tech Partnerships to our team!


P.S. We have a BYOD (Bring Your Own Device) policy. If you have a personal system with 8GB RAM & i5 processor or more, we are good to go!

Read more
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Job Description

 

Job Title

TA Specialist

Department

Human Resources

Total Experience

12-15 yrs

Salary Band

 

Work Location

RCP, Navi Mumbai

 
 
 

 

Job Purpose

This position shall be responsible for sourcing candidates through various channels, planning interview and selection procedures and hosting or participating in career events. To be successful in this role, the position holder should be able to develop long-term recruiting strategies and nurture trusting relationships with potential hires.

 

Key Accountabilities: Most important task(s) accountable for; what must be accomplished

 

·         Plan and implement company’s https://www.talentlyft.com/en/resources/what-is-talent-acquisition">talent acquisition strategy

·         Develop company’s policy for talent benchmarking, talent assessment and interviewing

·         Conduct sourcing activities in order to fill open positions

·         Perform analysis of organizational development and anticipate future employment needs

·         Design and manage recruitment and selection processes (resume screening, screening calls, interviews etc.)

·         Reviews employment applications and background check reports

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Personal Profile: Personal qualities, skills required, previous experience

 

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·         A keen understanding of the differences between various roles within organizations

 

 

Qualifications

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  • Ensure completeness/adequacy of data for a specified project. Coordinate with the site team.
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  • Keep track of completed, ongoing and upcoming jobs.
  • Participate in the report discussions.
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We are looking for a Software Engineer - Java with experience in building high-performing, scalable, enterprise-grade applications.

You will be part of a talented software team that works on mission-critical applications. Software Engineer - Java roles and responsibilities include managing Java/Java EE application development while providing expertise in the full software development lifecycle.

 

Responsibilities

  • Contribute in all phases of the development lifecycle
  • Write well designed, testable, efficient code
  • Ensure development is in compliance with specifications
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Qualifications

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Competencies -
• Experience in testing Web Based applications and APIs
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• Strong Communication Skills - Able to express clearly and confidently
• High enthusiasm and zeal to learn and adapt to changing situations

 

What Else?
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Read more
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Shubham Vishwakarma's profile image

Shubham Vishwakarma

Full Stack Developer - Averlon
I had an amazing experience. It was a delight getting interviewed via Cutshort. The entire end to end process was amazing. I would like to mention Reshika, she was just amazing wrt guiding me through the process. Thank you team.
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