Summary
Overview
Work History
Education
Skills
Timeline
AWARDS & RECOGNITION
TOOLS & PLATFORMS
Generic

Kakoli Laha

PRODUCT MARKETING & DIGITAL PRODUCT MANAGER | BFSI
Mumbai

Summary

Product Marketing and Digital Product Management professional with 11+ years of experience across Banking, Insurance, Retirement Products, Customer Communications, and Digital Transformation. Proven expertise in building and scaling digital customer journeys, launching new financial products, driving customer acquisition through data-driven marketing, and managing cross-functional product initiatives. Experienced in product strategy, GTM execution, customer lifecycle management, API integrations, and conversion optimization across Insurance, Retirement, and Banking ecosystems. Skilled at bridging Business, Technology, Marketing, Analytics, Compliance, and Partner stakeholders to deliver customer-centric digital experiences that drive adoption, engagement, and revenue growth.

Overview

10
10
years of professional experience

Work History

Product Manager – Insurance | Product Marketing & Digital Journeys

AU SMALL FINANCE BANK
02.2025 - Current
  • Lead digital product management and customer engagement initiatives across Insurance and Retirement products, focusing on customer acquisition, product adoption, journey optimization, and partner integrations.
  • Key Responsibilities
  • Own end-to-end digital customer journeys across Life Insurance, Health Insurance, Motor Insurance, and National Pension System (NPS) products.
  • Define product requirements, business workflows, BRDs, and functional specifications for digital insurance and retirement initiatives.
  • Lead API and SFTP integrations with insurers, technology partners, and lead management platforms.
  • Design and execute customer acquisition and engagement campaigns across WhatsApp, SMS, Email, App Notifications, RCS, and digital channels.
  • Build customer segmentation frameworks and optimize conversion funnels using campaign and journey analytics.
  • Develop product positioning, value propositions, and customer communication strategies for multiple financial products.
  • Drive GTM execution for new product launches, including customer communication, sales enablement, training assets, and marketing collateral.
  • Partner with Technology, Marketing, Analytics, Operations, Compliance, Legal, and Insurance Partners to launch and scale digital initiatives.
  • Design customer consent frameworks and regulatory-compliant journeys aligned with IRDAI, RBI, and data privacy requirements.

Key Achievements

  • Drove 21% YoY growth in APY business through targeted customer activation and field engagement initiatives.
  • Conceptualized and launched a Digital Call Center model with Star Health, generating approximately ₹2 lakh monthly premium through digitally sourced leads.
  • Executed multi-channel customer engagement campaigns targeting large customer segments across Email, WhatsApp, SMS, and Digital platforms.
  • Established scalable lead management and partner engagement processes across banking and insurance ecosystems.

Product Communication & Content Manager

PROTEAN E-GOV TECHNOLOGIES LTD.
05.2022 - 12.2024
  • Led product marketing, content strategy, and customer communication initiatives across retirement and digital governance products, supporting customer acquisition, engagement, and brand positioning.
  • Key Achievements
  • Built and executed B2B content marketing strategy to strengthen product visibility and market positioning.
  • Increased blog traffic from approximately 50,000 to 200,000 monthly visitors through SEO-driven content initiatives and audience-focused communication.
  • Developed product marketing content, thought leadership articles, blogs, videos, customer education assets, social media campaigns, and product collateral.
  • Managed editorial calendars and multi-channel content distribution strategies.
  • Collaborated with Product, Business, and Marketing teams to drive customer awareness and engagement.

Product Communication Manager

ICICI PRUDENTIAL LIFE INSURANCE COMPANY
04.2019 - 05.2022
  • Managed product communication, learning, and digital enablement initiatives for life insurance products.
  • Key Achievements
  • Developed sales enablement frameworks, product communication programs, and customer education initiatives.
  • Created e-learning modules, digital training journeys, storyboards, presentations, and learning assets for sales teams and channel partners.
  • Simplified complex insurance products through customer-centric messaging and communication strategies.
  • Conducted competitive analysis and market research to enhance product positioning and communication effectiveness.
  • Contributed to the development and launch of Saksham, a digital learning platform for sales capability enhancement.

Assistant Manager – Commercial Banking

CITIBANK N.A.
05.2016 - 04.2019
  • Managed commercial banking relationships and business development initiatives.

Education

MBA / PGDM -

Sydenham Institute of Management Studies

Bachelor of Technology - undefined

Mumbai University

Skills

Product Management

Project planning

Product strategy

Product lifecycle management

Product roadmaps

Product vision and strategy

User story creation

Digital marketing

Timeline

Product Manager – Insurance | Product Marketing & Digital Journeys

AU SMALL FINANCE BANK
02.2025 - Current

Product Communication & Content Manager

PROTEAN E-GOV TECHNOLOGIES LTD.
05.2022 - 12.2024

Product Communication Manager

ICICI PRUDENTIAL LIFE INSURANCE COMPANY
04.2019 - 05.2022

Assistant Manager – Commercial Banking

CITIBANK N.A.
05.2016 - 04.2019

Bachelor of Technology - undefined

Mumbai University

MBA / PGDM -

Sydenham Institute of Management Studies

AWARDS & RECOGNITION

  • Award of Excellence – AU Small Finance Bank (2026-05)
  • Generali Central Top Achiever Award (2026-05)

TOOLS & PLATFORMS

  • CRM & Marketing Automation Platforms
  • Campaign Management Tools
  • WhatsApp Business Platform
  • Email Marketing Platforms
  • Excel & Data Analysis
  • API & SFTP Integrations
  • PowerPoint & Business Documentation Tools
Kakoli LahaPRODUCT MARKETING & DIGITAL PRODUCT MANAGER | BFSI