Zonal Sales Manager - Branch Banking - IDFC First Bank

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1. Position Overview

Position Title

Zonal Sales Manager - Branch Banking - IDFC First Bank

Department

IDFC First Bank Channel

Level/ Band

Sr. Manager / 501

Role Summary:

The Job holder will need to engage with internal sales team along with the Channel Partner to exhibit leadership to drive Insurance Sales through a combination of coaching, training, field sales support and business development activities

• Liase with Bank's Regional officers and Zonal Officers and ensure alignment on Life Insurance Business


• Visit zones and regions - interact with Zonal Officers, Cluster 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

1. Organizational Relationships

Reports To

Zonal Head

Supervises

CSM/KAMs/RMs

1. Job Dimensions

Geographic Area Covered

Zonal/ Region Level Urban / Rural

Stakeholders Internal

Supervisors, Training, Channel Marketing, Branch Operations, Product Management, Distribution Operations,

Stakeholders External

IDFC First Bank – Channel Partner

1. Key Result Areas

Partner and Client Management

·       Delivery of a profitable & sustainable business model

·       The role holder should have the ability to set goals, efficiently organize work processes and create/execute plans aligned with choice priorities

·       to plan proactively, establish key priorities, allocates resources efficiently,

·       Implements and monitor plans constantly to track progress and makes adjustment basis need to accomplish desired goals.

·       Establishes a systematic course of action for self and others.

·       To be able to multitask and balance competing priorities effectively, understands the value of time and can get more done in less time than others, is able to do significant value addition in driving organization goals

Team Management

·       Act as a mentor and coach for the leaders in supervisory roles CSM/KAMs

·       Monitor and review their performance

·       Lead by example in all spheres and direction setting

·       Review and track the growth of managers to ensure that they achieve their individual budget

·       Maintain utmost levels of responsiveness to requirements from the Channel Head

·       To develop and operate cost effective yet motivating reward and remuneration structures for sales personnel

·       To ensure high levels of retention, productivity and persistency

·       Build team spirit and commonality of goal for enhancing sales

·       Liaise with colleagues across the country to impact best practices

Customer service

·   Ensure adequate customer service – grievance redressal, claim settlement, renewal etc.

1. Skills Required

Technical

·       Product/Subject matter expertise

·       Team Management skills

Behavioral

Essential

Desired

Interpersonal skills

·        

Communication skills

·        

Creative thinking skills

·        

Supervising / Leadership skills

·        

Teamwork Skills

·        

Influencing skills

·        

Relationship Building skills

·        

Decision making skills

·        

1. Incumbent Characteristics

Essential

Desired

Qualification

PG/ MBA

Postgraduate/Insurance specific training

Experience

12 - 15 years

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