Director of Insurance Business

Director – Insurance Business

Location: Chennai, Tamil Nadu, India | Experience: Senior / Director, 12–16 years

About the Company

AssetPlus, operated by Valueplus Technologies Private Limited, is an India-based digital-assisted wealth management and mutual fund distribution platform. We simplify mutual fund distribution through technology, helping financial professionals grow, serve clients better, and operate with greater efficiency. Our platform brings together paperless onboarding, transactions, portfolio management, brokerage reconciliation, compliance, client reporting, and business growth tools. We also support investors through mutual funds, insurance, fixed deposits, pension products, and related wealth solutions. Our vision is to democratize wealth management in India and serve 100 million Indian households through assisted, distributor-led wealth management. The company is guided by an investor-first approach, distributor success, compliance by design, and long-term thinking. As we diversify beyond our established mutual fund client base, insurance is a strategic growth opportunity. This role will help shape a new business vertical within a technology-led organization committed to making wealth management more accessible, compliant, and effective for professionals and households across India.

About the Role

The Director – Insurance Business will own the 0-to-1 creation of AssetPlus’s insurance business vertical, expanding the company from its strong mutual fund distribution base into insurance-led wealth solutions. This leader will define the business strategy, identify priority customer and distributor segments, shape the product and operating model, and build the commercial engine required for sustainable growth. The role will translate market opportunity into a compliant, scalable proposition for financial professionals and investors. Success means establishing a differentiated insurance practice, creating repeatable distribution and partnership channels, and building the team, systems, and metrics needed to scale. Working closely with product, technology, operations, compliance, and leadership teams, the Director will own business outcomes from initial validation through market adoption and profitable expansion.

Key Responsibilities

• Own the insurance vertical’s strategy, roadmap, and commercial outcomes, converting market insight into a focused 0-to-1 plan with clear customer segments, milestones, economics, and accountability.
• Define the insurance proposition for distributors, advisors, and investors, ensuring product relevance, transparent journeys, and strong integration with AssetPlus’s existing wealth management ecosystem.
• Build the distribution engine through insurer partnerships, distributor activation, sales enablement, and channel design, creating repeatable acquisition, conversion, servicing, and retention levers.
• Establish the operating model across onboarding, policy issuance, servicing, claims support, reconciliation, reporting, and compliance, using technology and process controls to improve reliability and scale.
• Recruit, coach, and lead the initial insurance team, setting performance expectations, decision rights, operating rhythms, and metrics that connect execution to revenue, customer value, and business health.
• Partner with product and engineering to prioritize workflows, integrations, dashboards, and automation that reduce friction for distributors while improving visibility and control for the business.
• Build governance with compliance, legal, finance, and operations teams so growth is responsible, audit-ready, and aligned with regulatory expectations and investor-first principles.

Essential Skills & Technologies

• Demonstrated experience building or scaling insurance distribution, brokerage, fintech, wealth management, or adjacent financial-services businesses, preferably with strong knowledge of India’s insurance ecosystem.
• Strong 0-to-1 business leadership across strategy, proposition design, partnerships, go-to-market, operating model, team building, and commercial ownership in an ambiguous environment.
• Deep understanding of insurance products, distribution models, intermediary needs, customer journeys, regulatory obligations, and the economics of sustainable insurance businesses.
• Proven ability to build insurer and channel partnerships, negotiate commercial structures, activate distributor networks, and create sales systems that produce measurable and repeatable growth.
• Comfortable using business metrics, customer data, operating dashboards, and technology platforms to make decisions, prioritize investments, improve execution, and communicate progress to senior leadership.
• Strong cross-functional leadership across product, engineering, operations, compliance, finance, marketing, and sales, with the ability to align diverse teams around outcomes and trade-offs.

Additional Plus

• Experience launching insurance products or platforms within a wealth-tech, fintech, brokerage, banking, or distributor-led financial-services environment.
• Existing relationships with insurers, brokers, corporate agents, financial advisors, mutual fund distributors, or other relevant ecosystem partners in India.
• Exposure to digital onboarding, policy administration, CRM, partner APIs, reconciliation, analytics, or workflow automation used in regulated financial services.

What You'll Bring

• You bring an owner’s mindset and the judgment to turn an open-ended market opportunity into a clear business thesis, a sequenced launch plan, and measurable commercial results.
• You combine strategic thinking with operating discipline, moving comfortably between customer discovery, proposition design, partnership negotiations, process design, hiring, and weekly business reviews.
• You understand that insurance growth depends on trust, suitability, compliance, service quality, and distributor economics—not only acquisition—so you build systems that protect long-term customer and business value.
• You are an effective senior leader who can influence founders and functional heads, make hard prioritization decisions, create clarity in ambiguity, and build a high-accountability team from the ground up.

Why Join Us

This is a high-ownership opportunity to create a meaningful new business inside a technology-led wealth management platform. AssetPlus already serves the mutual fund distribution ecosystem with tools that make onboarding, transactions, portfolio management, reconciliation, compliance, reporting, and business growth more connected and efficient. You will use that foundation to shape how insurance can become a natural, trusted extension of assisted and distributor-led wealth management in India. The role offers the scope to define the strategy, proposition, partnerships, operating model, technology priorities, team, and growth engine rather than inheriting a mature playbook. Your work will influence how financial professionals serve clients across a broader set of protection and wealth solutions, while supporting the company’s ambition to democratize wealth management for 100 million Indian households. You will work with senior stakeholders across business, product, technology, operations, and compliance, with the autonomy and accountability expected of a vertical owner. The company’s investor-first, distributor-success, compliance-by-design, and long-term values provide a strong foundation for building responsibly and at scale.

What We Offer

• High ownership of a strategic 0-to-1 business vertical, with direct influence over proposition, partnerships, operating model, team, technology priorities, and growth outcomes.
• The opportunity to work across wealth management, insurance, technology, and distribution while shaping solutions that help financial professionals and investors access better-served financial products.
• A collaborative environment with senior cross-functional stakeholders, competitive compensation, and the platform to build a durable business with long-term impact.