Regional Senior Manager - Bancassurance IBL

Tata AIA Life

Fresher

Not Disclosed

Mumbai, India

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Job Description

Role description

JOB DESCRIPTION: Regional Senior Manager

Position Overview

Position Title	Regional Senior Manager
Department	Bancassurance IBL
Level/ Band	501/Senior Manager

Role Summary:

Liaise with Bank's Regional officers and Zonal Officers and ensure alignment on Life Insurance Business
Maintain Wallet Share as per desired benchmark
Drive Productivity through Focus Products
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

Organizational Relationships

Reports To	National Sales Manager
Supervises	Area Sales Manager

Job Dimensions

Geographic Area Covered	Region(s)
Stakeholders Internal	Supervisors, Reportees (DRs + One-Downs), Ops, Underwriting, Legal, Distribution Operations, Customer Service, Compliance, Zonal HR, Zonal IT
External	Channel Partner

Key Result Areas

Partner and Client Management	Exceeding regional targets (NB, renewal, STP, digitization, product mix and other assigned targets) 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 sales events/programs Keep track of all contests and initiatives launched - bank, other insurers and Tata AIA Life Maintain a strong relationship with bank Regional Officers/ Heads and Bank Branch manager and SPs - 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 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 Effective Management of Escalations for the Region
Team Management	Assign target to each Area Manager at a branch level - New Business, 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 Tracking Competition and Keeping National Head updated about on-ground activities by Bank and competitors
Customer service	Ensure adequate customer service - grievance redressal, claim settlement, renewal etc. Ensure agreed Policy Issuance TATs are maintained by liaising with Ops & Underwriting teams.
MIS & Reporting	Analyze data cuts on Business Performance , share the findings with the National Head and develop strategy to fill gaps
Risk	Participate in risk mitigation plans, contingency planning, business continuity programs by executing and reporting within defined timelines. Highlight and recommend process gaps, flaws and process changes.

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 8-12 years experience of sales with at least 4-5 years experience in leading teams.

Preferably needs to have PSU Banca sales experience in the insurance parlance.

More Info

Job Type:

Industry:

Function:

Employment Type:

Key Skills

Good product knowledge

Good Knowledge Of Ms Office

About Company

Tata AIA Life Insurance Company Limited (Tata AIA Life) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life combines Tata's pre-eminent leadership position in India and AIA's presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life has written retail new business weighted premium of Rs. 2,692 crore for the financial year 2019-20. For the same period, the 13th month persistency of the company was at 89.10% and, the individual death claims settlement ratio was 99.06%. One of the fastest growing companies in the Life Insurance sector, Tata AIA Life is now ranked at no. 5, based on individual weighted new business premium.

Last Updated: 16-10-2026 11:18:48 AM