Zonal Manager - Rurban

KEY RESPONSIBILITIES:

• Will be responsible for the Bancassurance (YBL) partnership in the Zone

• Create and maintain engagement with regional managers /branch managers and other key Yes Bank Head Office / Management Team members

• Lead a team of Sales Executives (Relationship Associates and Associate Sales Managers and Centre Managers) and monitor their input/output activity and ensure lead generation through various sources

Increasing insurance awareness and product penetration among Yes Bank s customers

Increasing insurance penetration among Yes Bank staff members

Suggest sizzlers and R&R platforms for Yes Bank s employees who provide prospect leads as well as for MAX LIFE s dedicated sales team

Suggest product synergies and capture Yes Bank s various customer touch-points for insurance sales opportunities

Provide accurate and timely competitor updates/best practices

MEASURES OF SUCCESS:

Business Plan:-

Adj MFYP (Rs.) - Plan v/s Actual

Activation Plan :-

Seller Activation (%) - Plan Vs Actual

Collections:-

15th month Persistency (%) - >75%

Sales process Adherence:-

1.Implementation of CRM

2.Governance Rhythm

3.Business Leakage & complaints

Effective Management of People

1. Talent Retention - 70%

2. G2M2 retention - >90%.

3. Engagement Score - 85%

Customer centricity and satisfaction:-

Effective Management of Customer

As per Plan

Key Relationships (Internal /External)

1. Distribution leaders

2. HR Team

3. Training Team

4. Planning & Analytics Team

5. Yes Bank Management & Sales Team

Key competencies/skills required

Relationship Management, Leading people, Effective Management of Process

DESIRED QUALIFICATIONS AND EXPERIENCE:

Graduate / Post Graduate in Sales / Marketing

12-14 yrs of overall exp. in sales with a minimum of 8-9 yrs combined work experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.