Position Title

Department

Level/ Band

Role Summary :

Liase with Bank's Regional officers and Zonal Officers and 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 & productivity is maintained
Ensure quality of recruits hired in the team
Maintain & drive compliance at the zone

B. Organizational Relationships

Reports To

Supervises

C. Job Dimensions

Geographic Area Covered

Stakeholders Internal

External

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 maintain 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

Behavioral

Essential

F. Incumbent Characteristics

Essential

Desired

Experience

Should have at least 6-8 years experience of sales with at least 2 years experience in leading teams.
Preferably needs to have PSU Banca sales experience in the insurance parlance.

CTC

Regional Manager - Central Bank Branch Banking

Area Head