Regional Manager - Central Bank Branch Banking

Manager Role Summary :

• - Liase with Bank s Regional officer s and Zonal Officers an - d ensure alignment on Life Insurance Business - Visit zones and regions
• - interact with Zonal Officers, Regional Officers and Bank branch managers
• - Guide and support team to ensure achievement of targets
• - Interact with customers to explain the products and solutions
• - Ensure activation, persistency prod uctivity is maintained.
• - Ensure quality of recruits hired in the team
• - M aintain drive compliance at the zone

B. Organizational Relationships

• Reports To Zonal Manager Supervises Area Managers /KAM C. Job Dimensions Geographic Area Covered Region (s) Stakeholders Internal
• Supervisors, Team (KAMs), Ops, Underwriting , Legal
• External Central Bank - Channel Partner D. Key Result Areas Partner and Client Management Exceeding regional targets (NB, renewal, STP, digitisation, product mix etc) Interact with the Bank Regional Officer and his/her team to ensure alignment towards Tata AIA in life insurance Engage with customers to explain the products and promote the brand Ensure team is focused on Sales and support to all branches assigned. Drive local contests and engagements to engage teams
• Keep track of all contests and initiatives launched - bank, other insurers and Tata AIA Life
• Maintain a strong relationship with Regional Officer and Bank Branch manager - interact with them regularly to assess business status . Take help from them to push motivate them to maintain productivity
• Managing the relationship between internal team and channel partner so as to foster sales for the company and m aintain utmost levels of responsiveness to requirements from the Channel Partner Aid the bank branches to adopt new processes and technology Team Management
• Assign target to each KAM at a branch level - NB, renewal, STP, resolutions, special projects/initiatives undertaken , product mix . Ensure team is hands on with each branch and maintains a high engagement level with each member Team development and training
• Retention of high performing talent
• Keep ZH and National Head updated about on - ground activities by Bank and competitors
• Customer service Ensure adequate customer service - grievance redressal, claim settlement, renewal etc E Skills Required Technical Good product knowledge Good knowledge of MS Office Behavioral

Essential

• Desired Interpersonal skills Communication skills Creative thinking skills Supervising / Leadership skills Teamwork Skills

Influencing skills

• Relationship Building skills Decision making skills F Incumbent Characteristics Essential Desired Qualification Graduation Post graduate/Insurance specific training

Experience

• Should have at least 6 -8 years experience of sales with at least 2 years experience in leading teams.
• P referably needs to have PSU Banca sales experience in the insurance parlance. CTC 8 to 12 lpa

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