Performance Coach

Role Profile: Performance Coaching (Learning and Development)

Position Purpose

As a Performance Coach in the Learning & Development (L&D) team at PolicyBazaar, you'll be a key driver in ensuring the retention and growth of our top talent (Top 60% advisors Sales Vertical) for JAG (Jeeto Apna Ghar) & ES (Emerging Star). This is a full-time, individual contributor role focused on performance coaching and engagement for approximately 3500+ JAG & ES sales advisors in both the Life and General Insurance verticals. You'll use data-driven insights and a people-first approach to identify and support advisors at risk of attrition, while fostering a culture of continuous improvement and engagement.

Key Responsibilities:

1. Attrition Management

a. Maintain the attrition target for sales advisors for JAGs & ES.

b. Attrition Forecast: Identify the potential forecast and curve before the advisor resigns.

c. People Engagement

i. Unlock Potential through 1:1 coaching conversation.

ii. Increase the visibility of the contest and recognition structures (Orientation, helpdesks, FAQs, quizzes, reviews) aligned to business priorities.

iii. Serve as a dedicated performance coach for advisors.

d. Data & Dashboard Management

i. Translate data insights (coverage %, interaction input, EWS, RAG, attrition trends) into actionable interventions.

e. Business Reviews

i. Timely review with Business Heads on the pulse received, discuss the actionable interventions through data insights

2. Stakeholder Management

a. Partner with Business, HR, and L&D to align program goals with business needs

b. Ensure transparent communication of progress, risks, and successes with senior leadership

c. Strengthen credibility of JAG & ES by showcasing impact through reviews and dashboards.

d. Collaborating with other stakeholders to identify the training need.

Key Competencies

• Program & Project Management – Seamless execution of performance coaching frameworks with discipline.
• Analytical & Data Competence – Attrition forecasting, dashboard usage, translating insights into actions, analysis of related data
• Professional Maturity – Communication, stakeholder collaboration, emotional intelligence, integrity, coaching mind-set

Success Measures.

• Attrition target achievement.
• Enhanced advisor retention and performance outcomes, recognized by Sales Leadership.
• 100% adoption of the Performance Coach Framework.
• 100% 1:1 interaction of JAGs.